InvestGlass invites you to their event
About this event
InvestGlass Live: Build a CRM That Works For You
Presented by Alexandre Gaillard – CEO InvestGlass
About the Session:
Your CRM should adapt to your workflows—not the other way around. In this live session, Alexander from our Customer Success team will show you how to tailor InvestGlass to match your unique business needs.
Whether you're just getting started or refining your setup, you’ll learn:
What separates an effective CRM from the rest—and why that matters
How to use InvestGlass’ modular components to reflect your real-world processes
Practical examples from companies using InvestGlass across finance, education, and service industries
Stick around for a live Q&A, where we’ll answer your questions and share best practices for building your ideal CRM with InvestGlass.
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.
