End to End Client Digital Onboarding Learn More->

Crypto

Acquire
Leads

Web forms for accounts opening

Leverage InvestGlass web forms to capture new leads. To add it to a website, just paste the code snippet in a CMS like WordPress. All web forms data is stored directly into InvestGlass CRM. No dual entry!

  • Digital forms
  • Digital signature
  • Connection to Onfido, Credas, and more AML

Manage leads
and deals

Sales pipeline and CryptoCompare

Add deals, their value, win probability and expected close date, then track them through your pipeline stages. Create custom fields for your teams, products, or industry and work your way. Interact with crypto latest news and pricing.

  • Customisable CRM
  • Deal Pipeline
  • Meetings Calendar
  • Cryptocompare feed
  • Open API for your own crypto price feed
 

Crypto
Portfolios

From advice to trading

Build crypto portfolio in InvestGlass and analyze portfolio risk. Share portfolio with beautiful branded PDF or via your branded client portal - CMS.

Use click and trade function to transmit trade orders to your favourite order management system. Your advice, trade are reconciliated with InvestGlass CRM - Contact reports. 

  • Full portfolio management system
  • Advisory tracking
  • Contact report and tracking
  • Client portal
  • Connection to TradingScreen Quote - Coinroutes

Bulk email

Create email templates and send them with personalize text and attachments. Automate advisory and track who is opening your emails.

Customizable dashboards

Find InvestGlass pre-built reports and your own customizable dashboards to watch emails and contact reports turn into business. The reports can be adjusted to show your important metrics.

Easy import

When you import existing contacts list into InvestGlass, InvestGlass will automatically find missing fields to create custom fields in few seconds.

Advanced roles & permissions

Set for roles and access to views and data based on roles.

Marketing Automation

Perfect tool to engage with your customers and streamline interaction such as marketing campaigns and CRM KYC reviews.

Digital contract and signature

Turn your CRM data into digital contract you can export in PDF, share on client web portal and collect single or multiple signature.

Task and reminders

Generate tasks to do and assign them to yourself or a team member. CRM anniversary and KYC warning generate can generate tasks too.

Scheduler

Need to organise conf call with your clients - choose from several slots form your calendar - send them the link to your conf call.

Data Enrichment

Connect InvestGlass API to Crunchbase, PitchBook, Sourcescrub, Morningtar, Factset, Bloomberg and more...

Calendar

Check your Google or Outlook calendar via InvestGlass API. Synchronize meeting and todos.

Product Catalog

Create customizable security or items catalog. Track clients' interest and transactions.

File attachments

Attach files to your emails, deals and contacts. Create and manage folders where you can store reports, documents and more.

Secure infrastructure

We store and protect your data using world-class hosting infrastructure in SafeHost Geneva and Exoscale Lausanne both in Switzerland.

Daily backups

Every day - we back up your data daily going back twelve months.

GDPR

InvestGlass is fully committed to meeting GDPR requirements.

Workflow
automation

Automate any step of your sales process and compliance process. Set triggers and desired actions, then let your automation do the work for you. Automate personalized email templates to go out when you create a deal, send marketing campaign.