The Swiss CRM
built Small and Medium size Enteprises SME
Empowering SMEs with Smart CRM Solutions for Seamless Growth and Efficiency
Digital Onboarding and Signature
Our CRM streamlines digital onboarding, making client acquisition effortless for SMEs. With a seamless digital signature feature, new clients can be onboarded quickly and securely, ensuring compliance with regulatory requirements. This eliminates the need for physical paperwork, reducing administrative burden and accelerating the onboarding process.
Intuitive sales pipeline
InvestGlass’s Pipeline product is designed specifically for SMEs to optimize their sales process. It provides a clear, visual representation of sales stages, enabling businesses to track leads, manage opportunities, and forecast revenue with precision. The intuitive interface allows for easy customization to match unique sales workflows, ensuring that every deal is nurtured effectively. By integrating with other CRM features like digital onboarding and marketing automation, the Pipeline product streamlines operations, enhances team collaboration, and drives consistent sales growth, making it an indispensable tool for small and medium enterprises.
Marketing Automation
Enhance your marketing efforts with InvestGlass’s marketing automation feature. Tailor campaigns to specific client segments with personalized messaging, track engagement, and measure success with detailed analytics. This automation saves time, increases efficiency, and boosts client engagement, driving higher conversion rates and fostering long-term relationships.
Automation Process and GPT
Leverage advanced automation and GPT capabilities to streamline your business processes. InvestGlass automates routine tasks, freeing up your team to focus on higher-value activities. Our GPT integration provides intelligent insights and responses, enhancing client interactions and operational efficiency, leading to improved productivity and client satisfaction.
Client & Employee Portal
Our CRM includes intuitive client and employee portals, offering a centralized platform for communication and collaboration. Clients can easily access their information and interact with your team, while employees can efficiently manage tasks and client relationships. This enhances transparency, fosters stronger connections, and improves overall service delivery.