InvestGlass
InvestGlass is #1 Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform.
What is InvestGlass?
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!
Features
Contact Management
Data Import/Export
Email Management
Lead Capture
Lead Management
Reporting/Analytics
Sales Pipeline Management
Task Management
Workflow Management
Client Portal
Mobile Access
Portfolio Management
FAQ
The official website of InvestGlass is https://www.investglass.com/sales-tools/
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!
InvestGlass belongs to the CRM, Investment Management category.
InvestGlass offers features such as Contact Management, Data Import/Export, Email Management, Lead Capture, Lead Management, Reporting/Analytics, Sales Pipeline Management, Task Management, Workflow Management, Client Portal, Mobile Access, Portfolio Management.
Yes, InvestGlass offers a free trial.
Pricing
Starting at:
SWISS FRANC (CHF)50/per month
Free Trial Available