InvestGlass CRM is ranked #178 of 242 in CRM software on The Geeks Club, made by InvestGlass CRM (Geneva, Switzerland). It runs on Web. There is no free plan. A free trial is offered.
InvestGlass CRM plans and pricing
All plansStarter Unlimited records · Unlimited automations · CRM and contacts · Pipelines and reporting · Calendar and documents investglass.com · 19 Sept 2026
Standard Everything in Starter · Advanced pipeline · Campaign tools · Digital onboarding and e-signature · Invoices and quotes investglass.com · 19 Sept 2026
Enterprise CHF 500/mo billed monthly Everything in Standard · Client portal · Risk monitoring · Portfolio management · Model portfolios and goals investglass.com · 19 Sept 2026
Ultimate Everything in Enterprise · Core banking connection · On-premise hosting · On-premise AI · Custom projects with Swiss team investglass.com · 19 Sept 2026
Compared on CRM software
- Free plan
- No
- Free trial
- Yes
- Visual sales pipeline
- Yes
- Email sync
- Yes
- Marketing automation
- Yes
- AI features
- Yes
