Welcome to InvestGlass

InvestGlass: Swiss Cloud Business Management Platform

Universal Business Solution

InvestGlass is a comprehensive Swiss-based CRM and Business Management System designed for organizations across all industries. As the first Swiss platform to integrate digital onboarding, lifecycle management, process automation, and customer relationship management into a single solution, InvestGlass serves over 1,200 customers across 20+ countries spanning multiple sectors.

Core Platform Capabilities

🏢 Universal CRM & Customer Management

  • Complete customer lifecycle management from lead to loyal advocate
  • Advanced relationship tracking with detailed interaction history
  • Automated customer segmentation and personalized communication
  • Multi-channel engagement across all touchpoints
  • Customer portal integration for enhanced self-service

📊 Business Intelligence & Analytics

  • Real-time performance dashboards with customizable metrics
  • Advanced reporting tools for data-driven decision making
  • Predictive analytics to identify trends and opportunities
  • ROI tracking across all business activities
  • Compliance monitoring and audit trails

🔄 Process Automation & Workflow

  • Business process automation with customizable workflows
  • Document management with approval routing
  • Task automation and scheduling
  • Integration capabilities with existing business systems
  • Quality assurance and process optimization

💼 Digital Transformation Tools

  • Digital onboarding solutions for clients and partners
  • Mobile accessibility for on-the-go business management
  • Cloud-based collaboration tools
  • API integrations with third-party applications
  • Scalable infrastructure that grows with your business

Swiss Excellence Advantage

Swiss Cloud Security

Enterprise-grade security hosted in Switzerland with full European compliance

No-Code Configuration

Intuitive interface requiring no programming skills - customize with ease

Multi-Industry Applications

InvestGlass adapts to serve organizations across diverse sectors:

Financial Services
  • Portfolio management and investment tracking
  • Regulatory compliance automation
  • Client onboarding and KYC processes
  • Risk management and reporting
Healthcare & Life Sciences
  • Patient relationship management
  • Appointment scheduling and follow-ups
  • Compliance with healthcare regulations
  • Research data management
Real Estate
  • Property portfolio management
  • Client relationship tracking
  • Transaction management
  • Marketing campaign automation
Professional Services
  • Client project management
  • Service delivery tracking
  • Billing and invoice automation
  • Team collaboration tools
Technology & SaaS
  • Customer success management
  • Product usage analytics
  • Subscription management
  • Support ticket automation
Manufacturing & Distribution
  • Supply chain management
  • Customer order tracking
  • Quality control processes
  • Vendor relationship management

Key Differentiators

🌍 Global Reach, Swiss Quality

  • Proven across 20+ countries and multiple industries
  • Swiss precision in design and execution
  • Multi-language and multi-currency support

🔒 Security & Compliance First

  • Built-in compliance frameworks for various industries
  • Swiss-grade data protection and privacy
  • Automated audit trails and reporting

🚀 Comprehensive Integration

  • End-to-end business process management
  • Seamless third-party integrations
  • Unified data ecosystem across all departments

📈 Scalable Growth Platform

  • Grows with your business needs
  • Flexible pricing and feature sets
  • Enterprise-ready architecture

Why Choose InvestGlass?

  • Cost-effective solution with enterprise features
  • Quick implementation and easy adoption
  • Scalable pricing that grows with your business
  • No technical expertise required

InvestGlass represents the perfect fusion of Swiss engineering excellence, comprehensive business functionality, and industry-agnostic flexibility. Whether you're a growing startup or an established enterprise, InvestGlass provides the tools and infrastructure needed to streamline operations, enhance customer relationships, and drive sustainable growth across any industry.