{"id":30030,"date":"2021-06-09T15:06:26","date_gmt":"2021-06-09T13:06:26","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=30030"},"modified":"2025-03-21T06:07:03","modified_gmt":"2025-03-21T05:07:03","slug":"%e9%80%82%e7%94%a8%e4%ba%8e%e9%a1%b9%e7%9b%ae%e7%ae%a1%e7%90%86%e7%9a%84%e4%bc%81%e4%b8%9a%e8%b5%84%e6%ba%90%e8%a7%84%e5%88%92%e7%b3%bb%e7%bb%9f","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/zh\/crm-for-project-management\/","title":{"rendered":"\u7528\u4e8e\u9879\u76ee\u7ba1\u7406\u7684 CRM"},"content":{"rendered":"<h1>InvestGlass: The Ultimate CRM for Project Managers<\/h1>\n<div>Streamline, Automate, Succeed\n<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/get-started-free\/\">Start for Free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/investglass-pricing\/\">See Plans<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-02.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-03.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-04.png\" alt=\"\"><\/p>\n<h2>Simplify Your Workflow<br class=\"uk-visible@s\"> From Start to End<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png\" alt=\"Digital forms\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>\nDigital Onboarding and Signature<\/h3>\n<div>\nInvestGlass simplifies the client onboarding process with seamless <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/digital-onboarding\/\" target=\"_blank\"  rel=\"noopener\" title=\"digital onboarding\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5066\">digital onboarding<\/a> and e-signature features. This functionality allows project managers to swiftly gather client information and secure signatures without the need for physical paperwork. The streamlined process enhances efficiency, reduces errors, and improves client experience from the very beginning.<\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Calendar-2024.png\" alt=\"InvestGlass Calendar\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Calendar and Task Manager<\/h3>\n<div>\nStay organized and on top of your projects with InvestGlass&#8217;s integrated calendar and task manager. Schedule meetings, set deadlines, and assign tasks all within the CRM. The intuitive interface ensures that project managers can easily track progress, manage workloads, and ensure timely project completio<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-main-CRM-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Swiss Neutral CRM <\/h3>\n<div>\nInvestGlass prides itself on being a Swiss Neutral CRM, offering a secure and unbiased platform for managing your projects. With a focus on privacy and data protection, InvestGlass ensures that all client information is handled with the utmost care, adhering to stringent Swiss data privacy regulations.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Campaign-2024-3.png\" alt=\"InvestGlass Approval process\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Marketing Automation<\/h3>\n<div>\nEnhance your marketing efforts with InvestGlass&#8217;s marketing automation tools. Create, manage, and analyze campaigns effortlessly. The CRM&#8217;s automation capabilities allow project managers to personalize client interactions, nurture leads, and track marketing performance, ultimately driving more effective and targeted marketing strategies.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Get started today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Reporting-2024.png\" alt=\"InvestGlass investor portal\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Comprehensive Project Management<\/h3>\n<div>\nInvestGlass offers an all-in-one solution tailored for project managers. From digital onboarding to risk monitoring, every feature is designed to streamline workflows, enhance productivity, and ensure successful project outcomes. Experience the power of a fully integrated CRM that supports every aspect of your project management needs.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_noplaceholder\":false,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding\":\"large\",\"padding_remove_bottom\":true,\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"InvestGlass: The Ultimate CRM for Project 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This functionality allows project managers to swiftly gather client information and secure signatures without the need for physical paperwork. 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With a focus on privacy and data protection, InvestGlass ensures that all client information is handled with the utmost care, adhering to stringent Swiss data privacy regulations.\",\"margin\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"margin_remove_bottom\":true,\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"Start today\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon_align\":\"left\",\"link\":\"get-started-free\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"security\",\"layout\":\"1-2,1-2\",\"margin\":\"large\",\"margin_remove_bottom\":true,\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/2024\\\/05\\\/InvestGlass-Campaign-2024-3.png\",\"image_alt\":\"InvestGlass Approval process\",\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"image_width\":\"480\",\"margin\":\"default\",\"text_align\":\"center\"}},{\"type\":\"image\",\"props\":{\"animation\":\"parallax\",\"css\":\".el-element {\\n    width: 195px;\\n    box-shadow: 0 5px 30px rgba(60, 65, 124, 0.12);\\n    border-radius: 50px;\\n    max-width: 45vw;\\n}\",\"image\":\"wp-content\\\/uploads\\\/feature-security-floating-icon-02.svg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"parallax_easing\":\"1\",\"parallax_y\":\"30,-200\",\"position\":\"absolute\",\"position_right\":\"-15\",\"position_top\":\"50%\",\"text_align\":\"right\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"order_first\":\"s\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"content\":\"Marketing Automation\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\\nEnhance your marketing efforts with InvestGlass's marketing automation tools. Create, manage, and analyze campaigns effortlessly. 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