Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
We have collaborated with a variety of auto glass companies, ranging from small startups to large enterprises, to create innovative auto glass software designed to elevate your business to new levels of success. Recognizing the fundamental need for dependable invoicing, seamless payment integration, and efficient customer record management, our platform is built on a modern cloud-based system accessible through any contemporary web browser. With Omega's advanced quoting engine, you can dynamically adjust your pricing according to real-time part costs, ensuring you remain competitive in the market. Our comprehensive approach allows your customers to receive quotes, schedule services, and track technician arrival times without the need for phone calls. Additionally, you can automate follow-ups with potential leads, dispatch appointment reminders, conduct surveys, and more, all through SMS and email communications, enhancing customer engagement and satisfaction. This holistic solution aims to streamline operations while providing an exceptional experience for both your team and your clients.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Authorize.Net
No
CARFAX
No
Chartio
No
MySQL
No
QuickBooks Enterprise
No
QuickBooks Online
No
Stripe
No
TaxJar
No
Integrations
Authorize.Net
Yes
CARFAX
Yes
Chartio
Yes
MySQL
Yes
QuickBooks Enterprise
Yes
QuickBooks Online
Yes
Stripe
Yes
TaxJar
Yes
Pricing Details
$52.46 per month
Free Trial
Yes
Free Version
No
Pricing Details
$9.95 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
InvestGlass
Country
Switzerland
Website
www.investglass.com
Vendor Details
Company Name
Omega EDI
Country
United States
Website
www.omegaedi.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
Yes
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No