about-me variable
InvestGlass invites you to their event

InvestGlass 101 : Let’s build an Asset Manager CRM

About this event

During this 1-hour training session dedicated to our customers, we will talk about everything related to InvestGlass.

You will learn:

How to set up your InvestGlass CRM

How to create a member - colleague profile

How to setup your navigation layout

How to create a contact report

How to create a pipeline

How to visualize pipeline and clients

We will also host a live Q&A to make sure we answer all your questions. If there are specific features or topics you'd like us to cover, just make sure to send a chat message or question in the Questions tab 👌

Last but not least, this webinar will be recorded, so you can watch it again anytime!


Is this for me?

If you are InvestGlass user, this is for you! It's the perfect opportunity to get started with InvestGlass and ask any questions you may have in a live setting!

Need some quick assistance? Check out our documentation right here: https://help.investglass.com/ for additional help in the meantime 🙂

Hosted by

  • Team member
    Alexandre Gaillard InvestGlass


The Swiss CRM Made Effortless

InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.