{"id":30212,"date":"2022-05-10T22:08:10","date_gmt":"2022-05-10T20:08:10","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=30212"},"modified":"2025-10-03T17:33:17","modified_gmt":"2025-10-03T15:33:17","slug":"%e5%88%9d%e5%ad%a6%e8%80%85%e7%9a%84-crm","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/zh\/crm-for-beginners\/","title":{"rendered":"\u521d\u7ea7\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406"},"content":{"rendered":"<h1>CRM for Beginners<\/h1>\n<div>\n<p><span>InvestGlass is a powerful platform that helps you maximize your sales efficiency. It allows you to manage investment and sales opportunities with ease, stay compliant with regulations, and protect customer data privacy.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Try for Free<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-28.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-30.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-29.png\" alt=\"\"><\/p>\n<h2>Simplify Your Workflow<br class=\"uk-visible@s\"> From Start to End<\/h2>\n<div>The first Swiss CRM to manage <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=\"5467\">digital onboarding<\/a>, life cycle management, portfolio management, and marketing campaigns from start to finish.<\/div>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/03\/investglass-worflow.png\" alt=\"InvestGlass Workflow\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Flexible CRM<\/h3>\n<div>\n<p><span>Host your customer&#8217;s data in Swiss servers or on your premise. InvestGlass provides you and your team with the tools to create a streamlined workflow.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/06\/investglass-automation.jpeg\" alt=\"InvestGlass Automation\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Automated workflows<\/h3>\n<div>\n<p><span>CRM software allows for automated workflows, email notifications and updates, and data sharing between advisors, clients, and other business systems.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/Correction.001-3.jpeg\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Digital onboarding<\/h3>\n<div>\n<p><span>Streamline customer onboarding process with digital forms and automated document management. Automate compliance checks and reduce manual data entry. Collect customer information quickly and easily.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/06\/investglass-pipeline-revenue.jpeg\" alt=\"InvestGlass pipeline\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Sales pipeline and deals<\/h3>\n<div>\n<p><span>A pipeline is used to monitor your sales cycle and product cycle. It enforces contact report recording and helps you forecast future sales.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/08\/PM1.004.jpeg\" alt=\"InvestGlass Portfolio Management Software\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Beyond the Swiss CRM &#8211; leverage a full PMS<\/h3>\n<div>\n<p><span>Traditional CRM solutions don\u2019t provide the features necessary to help financial professionals manage portfolios, retain customer data, or assess their performance against peers. InvestGlass offers a full PMS ready to be connected to your banks and brokers&#8217; sources.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<h2>Sales software to help you grow<\/h2>\n<ul>\n<li>\n<div>Turnkey hosting in Switzerland or in your local server<\/div>\n<\/li>\n<li>\n<div>\n<p>Built-in template for various industries<\/p>\n<\/div>\n<\/li>\n<li>\n<div>\n<p>Capture more leads<\/p>\n<\/div>\n<\/li>\n<li>\n<div>Help you close deals faster<\/div>\n<\/li>\n<li>\n<div>Respect regulatory frameworks<\/div>\n<\/li>\n<li>\n<div>Automate sales tasks<\/div>\n<\/li>\n<li>\n<div>Support your customer communication<\/div>\n<\/li>\n<li>\n<div>Create customized sales reports<\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/lockup-mobile-2.png\" alt=\"\"><\/p>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Default CRM page SOE\",\"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\":\"CRM for Beginners\",\"margin\":\"remove-vertical\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"block_align\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>InvestGlass is a powerful platform that helps you maximize your sales efficiency. It allows you to manage investment and sales opportunities with ease, stay compliant with regulations, and protect customer data privacy.<\\\/span><\\\/p>\",\"margin\":\"default\",\"margin_remove_top\":false,\"maxwidth\":\"xlarge\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\",\"text_style\":\"lead\"}},{\"type\":\"button\",\"props\":{\"button_size\":\"large\",\"css\":\"@media (max-width: 639px) {\\n    .el-item a { min-width: 185px; }\\n}\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"secondary\",\"content\":\"Try for Free\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}}]},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/background-square-28.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"800\",\"margin\":\"default\",\"parallax_y\":\"0,-700\",\"position\":\"absolute\",\"position_left\":\"-40vw\",\"position_top\":\"-25vh\",\"position_z_index\":\"0\",\"visibility\":\"m\"}},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/background-square-24.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"550\",\"margin\":\"default\",\"parallax_y\":\"0,-400\",\"position\":\"absolute\",\"position_left\":\"-20vw\",\"position_top\":\"18vh\",\"position_z_index\":\"0\",\"visibility\":\"xl\"}},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/background-square-30.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"550\",\"margin\":\"default\",\"parallax_y\":\"0,-400\",\"position\":\"absolute\",\"position_left\":\"50vw\",\"position_top\":\"26vh\",\"position_z_index\":\"0\",\"visibility\":\"xl\"}},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/background-square-25.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"700\",\"margin\":\"default\",\"parallax_y\":\"90,-400\",\"position\":\"absolute\",\"position_left\":\"60vw\",\"position_top\":\"-14vh\",\"position_z_index\":\"0\",\"visibility\":\"l\"}},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/background-square-29.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"500\",\"margin\":\"default\",\"parallax_y\":\"0,-400\",\"position\":\"absolute\",\"position_left\":\"45vw\",\"position_top\":\"-40vh\",\"position_z_index\":\"0\",\"visibility\":\"m\"}}]}],\"props\":{\"margin\":\"large\"}}],\"modified\":\"2021-01-06T11:31:44.730Z\",\"name\":\"hero\"},{\"type\":\"section\",\"props\":{\"animation\":\"fade\",\"animation_delay\":\"50\",\"image_position\":\"center-center\",\"padding\":\"xlarge\",\"padding_remove_bottom\":false,\"padding_remove_top\":false,\"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\":{\"animation\":\"none\",\"content\":\"Simplify Your Workflow<br class=\\\"uk-visible@s\\\"> From Start to End\",\"text_align\":\"center\",\"title_element\":\"h2\",\"title_style\":\"h1\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"The first Swiss CRM to manage <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=\\\"5468\\\">digital onboarding<\\\/a>, life cycle management, portfolio management, and marketing campaigns from start to finish.\",\"margin\":\"default\",\"maxwidth\":\"xlarge\",\"text_align\":\"center\",\"text_style\":\"lead\"}},{\"type\":\"image\",\"props\":{\"block_align\":\"center\",\"image\":\"wp-content\\\/uploads\\\/2023\\\/03\\\/investglass-worflow.png\",\"image_alt\":\"InvestGlass Workflow\",\"image_svg_color\":\"emphasis\",\"margin\":\"large\",\"maxwidth\":\"xlarge\"}}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"automation\",\"layout\":\"1-2,1-2\",\"margin\":\"xlarge\",\"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\\\/2022\\\/06\\\/investglass-crm.jpeg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"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: 40vw;\\n}\",\"image\":\"wp-content\\\/uploads\\\/feature-automation-floating-icon.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\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"content\":\"Flexible CRM\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>Host your customer's data in Swiss servers or on your premise. InvestGlass provides you and your team with the tools to create a streamlined workflow.<\\\/span><\\\/p>\",\"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\":\"See More Features\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"ci-cd\",\"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\\\/2022\\\/06\\\/investglass-automation.jpeg\",\"image_alt\":\"InvestGlass Automation\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"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-ci-cd-floating-icon.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\":\"Automated workflows\",\"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\":\"\n\n<p><span>CRM software allows for automated workflows, email notifications and updates, and data sharing between advisors, clients, and other business systems.<\\\/span><\\\/p>\",\"margin\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"margin_remove_bottom\":true,\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"infrastructure\",\"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\\\/2021\\\/05\\\/Correction.001-3.jpeg\",\"image_svg_animate\":false,\"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-infrastructure-floating-icon.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\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"content\":\"Digital onboarding\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>Streamline customer onboarding process with digital forms and automated document management. Automate compliance checks and reduce manual data entry. 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