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CRM for Architects

InvestGlass is a powerful platform that helps you maximize your sales efficiency. Store key documents, automate repetitive tasks, and create better marketing campaigns for your architect practice.

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Simplify Your Workflow
From Start to End

The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.
InvestGlass Workflow

Flexible CRM

Architectural Engineering and Construction Solutions (AECS) Market is projected to increase by $4.7 billion in 2020-2024. InvestGlass offers architects a versatile CRM system that is customizable and adaptable to bring efficiencies. InvestGlass provides a streamlined workflow, flexible hosting options, and features like marketing automation and remote customer access.

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InvestGlass Automation

Automated workflows

InvestGlass’s automated workflows simplify the CRM process for Architects. Use the business development pipeline to track companies and contacts, build team relationships, and plan marketing activities. Co-ordinate client invites, track industry functions, and stay organized and efficient.

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Digital onboarding

InvestGlass’s digital onboarding feature simplifies the client information collection process for architects. Create digital forms with risk metric features that can be completed by clients online, and collect electronic signatures with ease. This valuable tool saves time and streamlines the onboarding process for architects.

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Projects pipeline and deals

Track each sale or deal from start to finish with InvestGlass’s pipeline functionality to understand which stages are most successful and where improvements can be made. With valuable insights into your product or service life cycle, you can confidently forecast and plan for growth, making informed decisions about your business’s future.

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Calendar

InvestGlass’s calendar feature for architects allows you to stay on top of industry events and client appointments. Easily schedule appointments, set reminders, and sync with your existing calendar. Stay organized and never miss an important meeting again.

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Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server

  2. Built-in template for architect agencies

  3. Capture more leads

  4. Help you close deals faster
  5. Respect regulatory frameworks

  6. Automate redundant tasks

  7. Support your customer communication

  8. Create customized revenue reports