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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
Yes
API Access
Has API
No
Integrations
A+W Clarity
No
Dropbox
No
FeneVision
No
GlassTrax
No
Google Cloud Operations Suite
No
Jotika
No
MYOB
No
Microsoft 365
No
Microsoft OneDrive
No
Proliner
No
Integrations
A+W Clarity
Yes
Dropbox
Yes
FeneVision
Yes
GlassTrax
Yes
Google Cloud Operations Suite
Yes
Jotika
Yes
MYOB
Yes
Microsoft 365
Yes
Microsoft OneDrive
Yes
Proliner
Yes
Pricing Details
$52.46 per month
Free Trial
Yes
Free Version
No
Pricing Details
$100 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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
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
