InvestGlass’ automation capabilities are some of the best in the business. Based on your donor profile, InvestGlass CRM will send email responses and invite you to an event. Any fundraising operations should benefit from a simple streamline processes. InvestGlass’ automation capabilities will save you time and money in the long run, making it an invaluable tool for any business. InvestGlass offers a wide range of automation for banks and insurance
. For example, InvestGlass can automate the approval process, donor outreach, email responses, event creation, or follow-up notifications. InvestGlass also offers a template feature that allows you to create complex automation. InvestGlass is the perfect tool for banks and insurance companies who want to improve their customer service.