Skip to main content

Empowering Non-Profits with Cutting-Edge CRM Solutions

Streamline Your Mission with InvestGlass: Secure, Efficient, and Impactful

Simplify Your Workflow
From Start to End

Digital forms

Digital Onboarding and Signature

InvestGlass offers a seamless digital onboarding and signature solution, tailored for non-profit organizations. This feature simplifies the registration process, allowing new members and donors to join effortlessly online. Secure electronic signatures expedite approvals and agreements, ensuring compliance and reducing paperwork. Streamline your onboarding, enhancing efficiency and member satisfaction.
InvestGlass Calendar

Calendar and Task Manager

Our robust calendar and task manager keeps your team organized and focused. Schedule meetings, track deadlines, and manage tasks with ease. Integrated reminders and notifications ensure nothing is overlooked. This tool enhances collaboration, boosts productivity, and helps your non-profit achieve its goals efficiently and on time.

Swiss Neutral CRM

InvestGlass provides a Swiss Neutral CRM, ensuring data privacy and security. Designed to meet the stringent Swiss data protection standards, our CRM safeguards your sensitive information. Enjoy peace of mind with a system that prioritizes confidentiality, making it ideal for non-profits handling sensitive donor and member data.
Mass Email with InvestGlass

Marketing Automation

Boost your outreach with InvestGlass’ marketing automation tools. Design and execute targeted campaigns effortlessly, tracking engagement and effectiveness. Automate emails, social media posts, and other marketing efforts to enhance your reach and impact. This feature helps non-profits maintain consistent communication and grow their supporter base efficiently.
InvestGlass investor portal

Task and Project Management

Efficiently manage your projects and daily tasks with InvestGlass’ task and project management tools. Assign tasks, set deadlines, and monitor progress in real-time. This feature promotes accountability and collaboration, ensuring that all team members are aligned and projects are completed successfully. Enhance your non-profit’s operational efficiency effortlessly.