InvestGlass CRM
The facts below are what the maker publishes about InvestGlass CRM, checked and dated. Our editors have not written about it yet.
Plans and prices
From InvestGlass CRM's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $100 a month | per user · CRM lead and contact management · unlimited automations · unlimited records · Billed monthly · CHF 100 base |
| Standard | $300 a month | per user · includes Starter · AI powered Pipelines · digital onboarding · FATCA/CRS & AML tools · e-signatures · Billed monthly · CHF 300 base |
| Enterprise | 500 CHF a month | per user · includes Standard · client portal · on-premise hosting option · portfolio management · Billed monthly · CHF 500 base |
| Ultimate | — | Everything in Enterprise · Core banking connection · On-premise hosting · On-premise AI · Custom projects with Swiss team |
The facts
Each one read from InvestGlass CRM's own pages, with the date it was checked.
What it does
- AI and automation
- The CRM page says automation and GPT capabilities can handle routine processes and provide insights and responses.checked 12 Oct 2026
- AI features
- Yeschecked 19 Sep 2026
- API
- InvestGlass documents a REST API that exchanges JSON over HTTP.checked 12 Oct 2026
- Customization
- The CRM supports no-code customization of tabs, records, fields, and layouts, with reports and dashboards.checked 12 Oct 2026
- Data hosting
- InvestGlass says CRM data is hosted in Switzerland or can be hosted on the customer’s premises.checked 12 Oct 2026
- Email sync
- Yeschecked 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.checked 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.checked 12 Oct 2026
- Marketing
- Marketing automation supports segmented campaigns, personalized messaging, engagement tracking, and analytics.checked 12 Oct 2026
- Marketing automation
- Yeschecked 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.checked 12 Oct 2026
- Named integration
- The integrations page names Sumsub as an integration.checked 12 Oct 2026
- Onboarding
- The CRM includes digital onboarding and signatures to reduce paperwork and support regulatory compliance.checked 12 Oct 2026
- Product
- InvestGlass describes its CRM as an integrated platform for marketing, sales, service, operations, and portfolio management.checked 12 Oct 2026
- Sales pipeline
- Pipeline tools let teams track leads, manage opportunities, customize sales stages, and forecast revenue.checked 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.checked 12 Oct 2026
- Support
- The CRM page advertises free on-demand training and links to a Help Centre.checked 12 Oct 2026
- Visual sales pipeline
- Yeschecked 19 Sep 2026
Money
- Free plan
- Nochecked 19 Sep 2026
- Free trial
- Yeschecked 19 Sep 2026
The company
- Headquarters
- Geneva, Switzerlandchecked 28 Sep 2026
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