InvestGlass CRM pricing
4 plans read from investglass.com
Starter$100 a month Billed monthly · CHF 100 baseper user · CRM lead and contact management · unlimited automations · unlimited records Read 12 Oct 2026 · investglass.com
Standard$300 a month Billed monthly · CHF 300 baseper user · includes Starter · AI powered Pipelines · digital onboarding · FATCA/CRS & AML tools · e-signatures Read 12 Oct 2026 · investglass.com
Enterprise500 CHF a month Billed monthly · CHF 500 baseper user · includes Standard · client portal · on-premise hosting option · portfolio management Read 12 Oct 2026 · investglass.com
UltimatePrice 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
In short
- InvestGlass CRM has a free plan (Ultimate).
- A free trial is offered.
- Paid plans published: 3.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Freshsales | $9/mo | Yes | Yes |
| Odoo CRM | $24.90/mo | Yes | No |
| Zoho CRM | $14/mo | Yes | Yes |
| Attio | $4,435/mo | Yes | Yes |
| EspoCRM | $15/mo | Yes | Yes |
| Capsule CRM | $11/mo | Yes | Yes |
| Frappe CRM | $5/mo | Yes | Yes |
| Agile CRM | $8.99/mo | Yes | Yes |