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SPECIFICTION
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InvestGlass CRM

investglass.com

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Spec score 8.4 #70 of 244 in CRM Software

Spec sheet

Product
InvestGlass describes its CRM as an integrated platform for marketing, sales, service, operations, and portfolio management.Read 12 Oct 2026 · investglass.com
Intended users
The SME CRM page presents the product for small and medium enterprises, while the CRM page also highlights financial organizations.Read 12 Oct 2026 · investglass.com
Free plan
NoRead 19 Sep 2026 · investglass.com
API
InvestGlass documents a REST API that exchanges JSON over HTTP.Read 12 Oct 2026 · help.investglass.com
Integrations
The API Connectors documentation describes pre-built and custom connectors, webhooks, and field mapping for external services and core banking systems.Read 12 Oct 2026 · help.investglass.com
Support
The CRM page advertises free on-demand training and links to a Help Centre.Read 12 Oct 2026 · investglass.com
Headquarters
Geneva, SwitzerlandRead 28 Sep 2026 · investglass.com
AI and automation
The CRM page says automation and GPT capabilities can handle routine processes and provide insights and responses.Read 12 Oct 2026 · investglass.com
AI features
YesRead 19 Sep 2026 · investglass.com
Customization
The CRM supports no-code customization of tabs, records, fields, and layouts, with reports and dashboards.Read 12 Oct 2026 · investglass.com
Data hosting
InvestGlass says CRM data is hosted in Switzerland or can be hosted on the customer’s premises.Read 12 Oct 2026 · investglass.com
Email sync
YesRead 19 Sep 2026 · investglass.com
Free trial
YesRead 19 Sep 2026 · investglass.com
Marketing
Marketing automation supports segmented campaigns, personalized messaging, engagement tracking, and analytics.Read 12 Oct 2026 · investglass.com
Marketing automation
YesRead 19 Sep 2026 · investglass.com
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.Read 12 Oct 2026 · help.investglass.com
Named integration
The integrations page names Sumsub as an integration.Read 12 Oct 2026 · investglass.com
Onboarding
The CRM includes digital onboarding and signatures to reduce paperwork and support regulatory compliance.Read 12 Oct 2026 · investglass.com
Sales pipeline
Pipeline tools let teams track leads, manage opportunities, customize sales stages, and forecast revenue.Read 12 Oct 2026 · investglass.com
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.Read 12 Oct 2026 · investglass.com

Plans and prices

Starter $100 a month Billed monthly · CHF 100 base per user · CRM lead and contact management · unlimited automations · unlimited records Read 12 Oct 2026 · investglass.com
Standard $300 a month Billed monthly · CHF 300 base per user · includes Starter · AI powered Pipelines · digital onboarding · FATCA/CRS & AML tools · e-signatures Read 12 Oct 2026 · investglass.com
Enterprise 500 CHF a month Billed monthly · CHF 500 base per user · includes Standard · client portal · on-premise hosting option · portfolio management Read 12 Oct 2026 · investglass.com
Ultimate Price not published Everything in Enterprise · Core banking connection · On-premise hosting · On-premise AI · Custom projects with Swiss team Read 19 Sep 2026 · investglass.com

Every InvestGlass CRM plan and price →

Where Specifiction places it

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