Compare InvestGlass CRM versus other CRM

InvestGlass team is very concerned about value and pricing transparency. The numerous benefits of a CRM system ensure it more than pays for itself. Choosing a CRM is key to rally your sales rep and improve your customer experience.


Where InvestGlass excels

  • For teams medium to large size
  • When you want an all-in-one system CRM, onboarding, CMS, PMS, client portal
  • At qualifying large lists of financial intermediaries
  • Fast onboarding but possibility to go complex with records permissions and customisations
  • Dedicated success team for all customers
  • Straightforward and clear pricing with no hidden fees or hidden upselling costs
  • Hosted in Swiss Cloud servers
  • Possibility to host the CRM on your premise servers

Where InvestGlass is weaker

  • Not designed for outside sales teams
  • Not designed for inventory management or storage
  • Prebuilt SMS

InvestGlass “build” mindset

  • Minimum to 0 “Request for Proposal”
  • Reuse 80 templates then adapt them to your business specificities
  • Ease of implementation with our success coach
  • Time to market and build payement with phases
  • Deploy and testing with minimum staff engaged
  • Strong private banking references EMEA, Latin America, Asia




Comparison data is based on an analysis from Q1 2021