InvestGlass CRM
No phone app
5.5No. 200 of 242
in CRM Software
in CRM Software
- Recognised40% of the score28
- Phone app26% of the score0
- Documented20% of the score70
- Free plan14% of the score0
- Free plan
- Trial only
- Runs on
- Web
Summary
InvestGlass CRM is ranked #200 of 242 in CRM software on Samsung Mobile US Press, made by InvestGlass CRM (Geneva, Switzerland). It runs on Web. There is no free plan. A free trial is offered.
InvestGlass CRM plans and pricing
All plansStarter Not published Unlimited records · Unlimited automations · CRM and contacts · Pipelines and reporting · Calendar and documents investglass.com · 19 Sept 2026
Standard Not published Everything in Starter · Advanced pipeline · Campaign tools · Digital onboarding and e-signature · Invoices and quotes investglass.com · 19 Sept 2026
Enterprise CHF 500/mo billed monthly Everything in Standard · Client portal · Risk monitoring · Portfolio management · Model portfolios and goals investglass.com · 19 Sept 2026
Ultimate Not published Everything in Enterprise · Core banking connection · On-premise hosting · On-premise AI · Custom projects with Swiss team investglass.com · 19 Sept 2026
Compared on CRM software
- Free plan
- Noinvestglass.com
- Free trial
- Yesinvestglass.com
- Visual sales pipeline
- Yesinvestglass.com
- Email sync
- Yesinvestglass.com
- Marketing automation
- Yesinvestglass.com
- AI features
- Yesinvestglass.com
Company
- Headquarters
- Geneva, Switzerlandinvestglass.com · 28 Sept 2026
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Where it ranks on Samsung Mobile US Press
- Best CRM Software in 2026#200 of 242
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Sources
- investglass.com/crm-for-sme/· checked 28 Sept 2026
- investglass.com/investglass-pricing/· checked 19 Sept 2026