Articles on: Get Started

Intro to InvestGlass

Welcome to InvestGlass.

InvestGlass is #1 Swiss CRM built for automation. InvestGlass is simple to use, yet it offers you many options and alternatives. We suggest you to follow these steps if you wish to make sure that your InvestGlass will scale as you grow your business.

DATA - Organise the data you want to import - if you already have data
TEAM - Designate a team leader that will take care of building the system, adapting it to your company needs
DESIGN - You can setup your InvestGlass CRM and PMS views based on fields your preferred fields
COMMUNICATION - Setup your email and SMS credentials to communicate from InvestGlass

Then you are good to go!

Updated on: 30/07/2022