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In this part, you will understand InvestGlass CRM’s basics.

InvestGlass is an all-in-one success platform designed to help you engage with the right contact at the right time. Information is always filtered to help you with actionable insights. Everything you need to do is open InvestGlass and start by creating a new contact. Investglass will help you to manage all relationships with prospects, customers, employees, and partners.

What is a CRM?

CRM is an acronym for Customer Relationship Management. InvestGlass cloud CRM will help you to gather insights and track important metrics. InvestGlass will also help you to engage with customers via email, phone, and other media channels.

When you start with InvestGlass for the first time, you can import your data with a simple CSV spreadsheet.

Go to my account
Go to company
Go to contacts
Go to actions
Click on Import CSV and click on create new fields!
This will automatically create new fields!

From the navigation bar, you will find shortcuts to different objects such as opportunities, relations, contacts, and also shortcuts to create new contacts or transactions. Relations will link contacts together to represent groups such as families, trusts, companies, clubs, classes, ...

Records and objects
Record is a field containing information about clients or prospects. The clients, prospects, relations are objects.
InvestGlass experts can create new objects.

In a record, you can store a value such as a name, phone number, address, investment tolerance, and preferences... InvestGlass is completely flexible which means that you can customize your CRM with your records. However, if you are in a hurry or you're looking for an industry template, contact the InvestGlass team and partners to import a pre-packaged CRM. We call them industry templates.

Leads, accounts, opportunities, prospects, projects
To simplify this whole process InvestGlass uses sales pipeline and tags to categorize contacts in your sales lifecycle. No need to use complex jargon: a simple contact can become a client one day!

Tags are used to categorize contacts and relations based on different "segments". We suggest you use no more than five tags per tag category. For example red wine, white wine to specify a taste. Tags should be used more freely than records - fields in the CRM.

Sales pipelines can be set up from my account company page. Sales pipelines will help you to filter your prospects and customers. This is the ideal tool to track your sales performance.

Now you understand the basics of InvestGlass and we invite you to create pipelines, tags, and new contacts!

View in Opportunities
From the navigation menu, you will find Opportunities. Opportunities help you to visualize contacts and relations at each stage of the pipeline. Thanks to a drag and drop functionality you can add new records - fields. A click and edit function will make data editing easy. Opportunities coupled with tags and pipelines help you to visualize your deals at each stage.

Updated on: 30/07/2022