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No. 202of 242 ·CRM Software

InvestGlass CRM

Web

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Freedom report

One barScore 5.0

  • Free tierNo free tier
  • Runs widely1 of 6 device platforms
  • DocumentedPlans, terms and facts published

InvestGlass CRM is ranked #202 of 242 in CRM software on Freedom251, 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 plans
Starter 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

Best InvestGlass CRM alternatives

See all 20
Three bars Odoo CRM Free tierOpen source No. 1$24.90/mo9.5 Two bars SuiteCRM Free tierOpen source No. 2Free9.4 Three bars WP ERP Free tierOpen source No. 3$19/mo8.7 Three bars Group-Office Free tierOpen source No. 4€12/mo8.5 Two bars EspoCRM Open source No. 58.4 Two bars Codext CRM Free tierOpen source No. 6Free8.4