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Add a Task

Set task reminders and track completion rates, enabling a clear overview of upcoming, in-progress, and completed tasks at a glance. Whether you’re assigning tasks to individuals or coordinating across teams, InvestGlass provides the structured approach needed to drive efficiency and keep your clients satisfied.
Task InvestGlass Subtask
Switzerland Sovereignty first
InvestGlass Task Management
sumsub
Arab Bank Switzerland
Arab Bank Switzerland
open-geneva
open-geneva
Aeon Investments
Arab Bank Switzerland
Arab Bank Switzerland

How to Start Planning with InvestGlass?

Task InvestGlass 1
Step 1
Go to the “Tasks” tab in InvestGlass CRM. This area serves as the command center for managing all upcoming and ongoing tasks, allowing you to view, add, and organize tasks easily.
Task InvestGlass Subtask
Step 2
Team Collaboration, Share updates, comments, files, and progress directly within tasks so everyone stays informed and communication remains clear.

Project Tracking, monitor ongoing activities with dashboards, timelines, and status tracking to ensure visibility across the entire team.
InvestGlass Task Focus
Step 3
InvestGLas enables teams to collaborate efficiently with task management and automatically generate accurate timesheets based on time spent on tasks and projects.

Watch how it looks like

Digital forms
#1 Swiss CRM

With InvestGlass Your Data is Safe in Swiss Cloud solution

Data sovereignty refers to the concept that information, which has been converted and stored in binary digital form, is subject to the laws of the country in which it is located. In a world of increasing cross-border data flows and varying data protection laws, ensuring data sovereignty has become a significant concern for business operations, especially when using cloud providers. InvestGlass, an independent Swiss company, stands out as the best solution to address these concerns. Switzerland’s robust data protection measures, combined with InvestGlass’s dedication to data localization and indigenous data sovereignty, offer unparalleled assurance. InvestGlass’s cloud infrastructure is tailored to safeguard against compromise, ensuring data is stored and transmitted securely, in compliance with international data privacy regulations like the General Data Protection Regulation (GDPR). Beyond just storing data, InvestGlass offers comprehensive data audits and data mapping features to assist businesses in maintaining control over their data, keeping it secure in the exact geographical location dictated by relevant laws. Whether it’s data residency options, data protection policies, or governance processes, InvestGlass is adept at navigating the complexities of data sovereignty requirements, making it an ideal choice for companies conducting business in various jurisdictions.