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Description
Prioritize your clients to enhance your business growth. Maintain a competitive edge with a versatile Swiss cloud platform designed for agility. InvestGlass, initially tailored for the banking sector, ensures adherence to TLS and OWASP security guidelines, guaranteeing a secure experience. Our open API allows developers to seamlessly integrate and utilize InvestGlass while enjoying a cloud-native architecture that supports a universal deployment model. This means we are not restricted to any particular cloud service provider. Adhering to agile methodologies, InvestGlass continuously rolls out new features as they become available, ensuring that our offerings evolve to meet your needs. Our dedicated team is committed to delivering exceptional, personalized support in multiple languages, including French, English, Spanish, and German. Additionally, we provide various self-directed learning resources, enabling you to acquire new skills from any location. With our user-friendly tools, creating online forms has never been more straightforward, empowering users to harness functionality directly from their web browsers. Whether you are a small business or a large enterprise, InvestGlass is designed to support your growth journey in a rapidly changing digital landscape.
Description
Smart Glazier is a cloud platform for the glass industry that helps glaziers, glass shops, & fabricators manage work from first inquiry to installation & invoicing. It combines quoting, glass design, scheduling, field job management, & online ordering in one system so your team can see bottlenecks, margins, productivity, & project progress at a glance.
Smart Glazier Design is the entry-level product for shops that need powerful glass design tools without a full management system. It includes Glass Designer, & you can add design modules for showers, glass entrances/ partitions, backsplashes, mirror walls, or railings. Users can generate interactive 3D visuals for customers & accurate glass drawings/DXF exports for fabrication. These same design tools are also available inside Smart Glazier Business for teams that want design & job management together.
Smart Glazier Business is the all-in-one job management system that builds on Smart Glazier Design. Office staff use it to capture leads, create accurate glass quotes, manage orders, schedule jobs, & invoice customers in a single place. Field teams get mobile access to the same data, so they can view jobs, capture site notes / measurements, & update statuses so the office can see changes in real time. This reduces constant phone calls and email chains & keeps everyone aligned while giving owners clear visibility of workload and profitability.
Smart Glazier Connect is built for glass fabricators who want to move their customers to online ordering. Provide a branded web portal where installers can design & quote glass projects, then submit clean, validated orders electronically. Orders flow into the fabricator’s internal systems in a consistent format, cutting re-entry, reducing mistakes, & increasing productivity.
API Access
Has API
API Access
Has API
Integrations
A+W Clarity
Dropbox
FeneVision
GlassTrax
Google Cloud Operations Suite
Jotika
MYOB
Microsoft 365
Microsoft OneDrive
Proliner
Integrations
A+W Clarity
Dropbox
FeneVision
GlassTrax
Google Cloud Operations Suite
Jotika
MYOB
Microsoft 365
Microsoft OneDrive
Proliner
Pricing Details
$52.46 per month
Free Trial
Free Version
Pricing Details
$100 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
InvestGlass
Country
Switzerland
Website
www.investglass.com
Vendor Details
Company Name
Smart Glazier Software
Founded
2000
Country
New Zealand, Europe, North America
Website
smartglazier.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
