What is InvestGlass?

Elevate your business development by prioritizing your client relationships. Stay ahead of the competition with a dynamic Swiss cloud platform built for flexibility and responsiveness. InvestGlass, originally crafted for the banking industry, rigorously follows TLS and OWASP security standards to ensure a secure user experience. Our open API facilitates seamless integration for developers, utilizing a cloud-native architecture that permits universal deployment across various cloud service providers. By embracing agile practices, InvestGlass consistently introduces new features, adapting to your evolving needs. Our dedicated support team offers personalized assistance in multiple languages, including French, English, Spanish, and German, ensuring effective communication. Furthermore, we provide a wealth of self-directed learning resources that allow you to develop new skills from anywhere. Our intuitive tools make it easier than ever to create online forms, empowering users to access functionalities directly through their web browsers. Whether you represent a small startup or a large corporation, InvestGlass is meticulously designed to accompany you on your growth journey in an ever-evolving digital world, ensuring that you stay relevant and competitive. In this fast-paced environment, our commitment to innovation and user satisfaction remains unwavering.

Pricing

Price Starts At:
$52.46 per month
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, InvestGlass provides an API
No integrations listed.

Screenshots and Video

InvestGlass Screenshot 1

Company Facts

Company Name:
InvestGlass
Company Location:
Switzerland
Company Website:
www.investglass.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

InvestGlass Categories and Features

Investment Management Software

Data Import / Export

Financial CRM Software

Lead Management
Territory Management

CRM Software

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management

More InvestGlass Categories