自始至终简化工作流程
瑞士首个客户关系管理软件(CRM)可自始至终管理数字入职、生命周期管理、投资组合管理和营销活动。
![InvestGlass 工作流程](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2023%2F03%2Finvestglass-worflow.png%22%2C%22thumbnail%22%3A%22%2C%2C%22%7D&hash=2dd6e82e)
![loading="lazy"](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2021%2F05%2FDigital-Ob.005.jpeg%22%2C%22thumbnail%22%3A%22%2C%2C%22%7D&hash=3cecbecc)
![loading="lazy"](/wp-content/themes/yootheme/cache/25/investglass-pipeline-revenue-252c0222.jpeg)
![loading="lazy"](/wp-content/themes/yootheme/cache/aa/Correction.001-3-aa51eac6.jpeg)
![loading="lazy"](/wp-content/themes/yootheme/cache/ca/investglass-crm-ca81fdfe.jpeg)
![InvestGlass 投资组合管理软件](/wp-content/themes/yootheme/cache/69/CRM.008-696ed316.jpeg)
销售软件助您成长
- 在瑞士或您的本地服务器上提供交钥匙托管服务
-
媒体公司内置模板
-
捕捉更多线索
- 帮助您更快达成交易
- 尊重监管框架
- 自动执行销售任务
- 支持客户沟通
- 创建定制的销售报告
![loading="lazy"](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2023%2F08%2Falex-investglass.png%22%2C%22thumbnail%22%3A%22%2C%2C%22%7D&hash=8989227a)