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On the recordRead 12 Oct 202620 facts
InvestGlass CRM
InvestGlass CRM · Geneva, Switzerland · founded 2014
Plans and prices
Starter
$100a month
per user · CRM lead and contact management · unlimited automations · unlimited records
Read 12 Oct 2026 · investglass.com
Standard
$300a month
per user · includes Starter · AI powered Pipelines · digital onboarding
Read 12 Oct 2026 · investglass.com
Enterprise
500 CHFa month
per user · includes Standard · client portal · on-premise hosting option
Read 12 Oct 2026 · investglass.com
Ultimate
Priced on request
Everything in Enterprise · Core banking connection · On-premise hosting · On-premise AI
Read 19 Sep 2026 · investglass.com
On the record
- AI and automation
- The CRM page says automation and GPT capabilities can handle routine processes and provide insights and responses.investglass.com · read 12 Oct 2026
- AI features
- Yesinvestglass.com · read 19 Sep 2026
- API
- InvestGlass documents a REST API that exchanges JSON over HTTP.help.investglass.com · read 12 Oct 2026
- Customization
- The CRM supports no-code customization of tabs, records, fields, and layouts, with reports and dashboards.investglass.com · read 12 Oct 2026
- Data hosting
- InvestGlass says CRM data is hosted in Switzerland or can be hosted on the customer’s premises.investglass.com · read 12 Oct 2026
- Email sync
- Yesinvestglass.com · read 19 Sep 2026
- Free trial
- Yesinvestglass.com · read 19 Sep 2026
- Integrations
- The API Connectors documentation describes pre-built and custom connectors, webhooks, and field mapping for external services and core banking systems.help.investglass.com · read 12 Oct 2026
- Intended users
- The SME CRM page presents the product for small and medium enterprises, while the CRM page also highlights financial organizations.investglass.com · read 12 Oct 2026
- Marketing
- Marketing automation supports segmented campaigns, personalized messaging, engagement tracking, and analytics.investglass.com · read 12 Oct 2026
- Marketing automation
- Yesinvestglass.com · read 19 Sep 2026
- Mobile option
- InvestGlass help documentation describes Kleber as a white-label companion app for iOS and Android that connects to InvestGlass CRM and onboarding systems.help.investglass.com · read 12 Oct 2026
- Named integration
- The integrations page names Sumsub as an integration.investglass.com · read 12 Oct 2026
- Onboarding
- The CRM includes digital onboarding and signatures to reduce paperwork and support regulatory compliance.investglass.com · read 12 Oct 2026
- Product
- InvestGlass describes its CRM as an integrated platform for marketing, sales, service, operations, and portfolio management.investglass.com · read 12 Oct 2026
- Sales pipeline
- Pipeline tools let teams track leads, manage opportunities, customize sales stages, and forecast revenue.investglass.com · read 12 Oct 2026
- Security and audit
- The CRM page describes object-level record permissions and a Field Audit Trail that can retain archived field history for up to 10 years.investglass.com · read 12 Oct 2026
- Support
- The CRM page advertises free on-demand training and links to a Help Centre.investglass.com · read 12 Oct 2026
