Leverage InvestGlass web forms to capture new leads. To add it to a website, just paste the code snippet in a CMS like WordPress. All web forms data is stored directly into InvestGlass CRM. No dual entry!
Create email templates and send them with personalize text and attachments. Automate advisory and track who is opening your emails.
Find InvestGlass pre-built reports and your own customizable dashboards to watch emails and contact reports turn into business. The reports can be adjusted to show your important metrics.
When you import existing contacts list into InvestGlass, InvestGlass will automatically find missing fields to create custom fields in few seconds.
Advanced roles & permissions
Set for roles and access to views and data based on roles.
Perfect tool to engage with your customers and streamline interaction such as marketing campaigns and CRM KYC reviews.
Digital contract and signature
Turn your CRM data into digital contract you can export in PDF, share on client web portal and collect single or multiple signature.
Task and reminders
Generate tasks to do and assign them to yourself or a team member. CRM anniversary and KYC warning generate can generate tasks too.
Need to organise conf call with your clients - choose from several slots form your calendar - send them the link to your conf call.
Connect InvestGlass API to Crunchbase, PitchBook, Sourcescrub, Morningtar, Factset, Bloomberg and more...
Check your Google or Outlook calendar via InvestGlass API. Synchronize meeting and todos.
Create customizable security or items catalog. Track clients' interest and transactions.
Attach files to your emails, deals and contacts. Create and manage folders where you can store reports, documents and more.
We store and protect your data using world-class hosting infrastructure in SafeHost Geneva and Exoscale Lausanne both in Switzerland.
Every day - we back up your data daily going back twelve months.
InvestGlass is fully committed to meeting GDPR requirements.
Automate any step of your sales process and compliance process. Set triggers and desired actions, then let your automation do the work for you.
Automate personalized email templates to go out when you create a deal, send marketing campaign.