Tech riderRev. 19 Sept 2026
InvestGlass CRM
- 1Runs onWeb
- 2Costsfree trial
- 3Free trialYes
- 4Visual sales pipelineYes
- 5Email syncYes
- 6Marketing automationYes
- 7AI featuresYes
7 lines stated Written from the maker's own pages: investglass.com
Overview
InvestGlass CRM is ranked #181 of 242 in CRM software on Specifiction, 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 Unlimited records · Unlimited automations · CRM and contacts · Pipelines and reporting · Calendar and documents investglass.com · 19 Sept 2026
Standard 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 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
Best InvestGlass CRM alternatives
See all 20 All accessCh 01 Zoho CRM Free planFree trialAndroid from $14/mo9.3 All accessCh 02 Freshsales Free planFree trialAndroid from $9/mo9.1 All accessCh 03 Attio Free planFree trialAndroid from $4,435/mo9.0 All accessCh 04 eWay-CRM Free planFree trialWeb from $10/mo9.0 All accessCh 05 HubSpot CRM Free planFree trialAndroid from $15/mo8.9 All accessCh 06 Odoo CRM Free planAndroidAPI from $24.90/mo8.9
Where it ranks on Specifiction
- Best CRM Software in 2026#181 of 242
Is InvestGlass CRM yours?
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Sources
- investglass.com/crm-for-sme/· checked 28 Sept 2026
- investglass.com/investglass-pricing/· checked 19 Sept 2026