InvestGlass CRM Pricing in 2026
Every plan InvestGlass CRM publishes, with the page and date we read it from. Prices we could not find on InvestGlass CRM's own site are left blank, never guessed.
| Plan | Price | Billing | Limits | Source |
|---|---|---|---|---|
| Starter | Unlimited records · Unlimited automations · CRM and contacts · Pipelines and reporting · Calendar and documents | investglass.com | ||
| Standard | Everything in Starter · Advanced pipeline · Campaign tools · Digital onboarding and e-signature · Invoices and quotes | investglass.com | ||
| Enterprise | CHF 500 per month | billed monthly | Everything in Standard · Client portal · Risk monitoring · Portfolio management · Model portfolios and goals | investglass.com |
| Ultimate | Everything in Enterprise · Core banking connection · On-premise hosting · On-premise AI · Custom projects with Swiss team | investglass.com |