Automate with a Swiss neutral CRM hosted on-premise or on Swiss cloud

Kick to your business process and marketing automation
InvestGlass automation streamlines repetitive business tasks like lead nurturing and customer data collection. Its Swiss Cloud boosts performance management and employee productivity in many organizations.

Approval process to manage complex institutions
InvestGlass’s approval process automates decision-making by triggering approvals upon document submission, locking it during review, and notifying approvers. This system streamlines team tasks, enhances customer experience, and can be customized to fit your business’s unique requirements.

AI template
Save time with pre-built templates querying data from your CRM and portfolio management. Deliver the right information at the right time to your investors and bankers.

Automate queues and tasks
Automate sequences, approval processes, and notifications with InvestGlass AI. It guides sales reps through necessary human interventions. Alerts are sent to sales reps, compliance officers, or customers when interaction is required.