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Welcome to InvestGlass World! Let's automate your work together
Get started step 2
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
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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 In
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Create an account
This page will help you get started with InvestGlass. You'll be up and running in a jiffy! You can ask for your first demo from here then when you need more licences please contact us via email at contact@ InvestGlass.com Admins invite their coworkers into their InvestGlass Company. Please check your email for an invitation link. If you don't see one, please ask your admin to resend the invitation. Welcome to InvestGlass, chances are you’ve ju
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Connect your Email and Calendar
Setup Email InvestGlass connects and sends from your own email server using SMTP (IMAP SOON). By connecting your email account with InvestGlass, you can send emails within the app and InvestGlass (SOON) auto-log any email that appears in your Sent folder. Go to My Account > Company > Communication There input your email server credentials. Setup SMS InvestGlass is working with SMSUP based in Switzerland. If you wish to send SMS from InvestGlass. We kindly i
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