End to End Client Digital Onboarding Learn More->

Turn data collection into an experience

Sell smarter with 0 paper solution

Turn your paper into digital forms

InvestGlass helps me attract more responses and a higher response rate than I could with other tools. Forms capture data into InvestGlass CRM Hosted in Geneva Switzerland.

Keep everyone in the loop
 

Build longtime and
relevant interactions with customers

Empower your sales team to work remotely and faster. In one click boost team impact with insights, and forecasts built from artificial intelligence.

Get Documents Signed with digital signature

Connect it and save time and effort

Connect beautiful, interactive forms to your favorite apps - Signatys, Credas, Onfido, Swisscom Signature and more via InvestGlass API.

Monitor risk and success
 

Build longtime and
relevant interactions with customers

Empower your management and risk teams with customisable pivot dashboards and notification centres.

COVID19 is your opportunity to save on travels

InvestGlass Swiss CRM has the agility to build a COVID19 response on-the-fly. Respond to new pandemic crisis with a sustainable cloud solution.