InvestGlass
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InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.
Unique
Hosted on Swiss Cloud - Europe or on your premise.
Best For
InvestGlass CRM is buit for financial intermediaries. Today, over 1200 customers in more than 20 countries use InvestGlass award-winning software to attract, engage and delight their customers!
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https://www.investglass.com/
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InvestGlass Plan
Starter CRM & PMS for small teams
49
1 Seat Per Month
CRM & PMS for small teams
Digital onboarding
CRM, agenda and tasks, invoice
Investment tools, PMS
Complete
149
1 Seat Per Month
The customisable CRM
Include Starter plus
Automation
Approval process, Travel Request
Record permission, audit trail
Prioritized customer support
Digital
299
1 Seat Per Month
For online experiences
Include Complete plus
Digital portal, customer chat, digital signature
Customisable API and AI
SFTP folder creation
Premium Support
Enterprise-grade security & governance
Advanced reporting & analytics
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
