CiviCRM vs InvestGlass: Complete Comparison (2026)
An in-depth comparison of CiviCRM and InvestGlass to help you choose the right tool for your business.
Last updated: November 2026
CiviCRM
6.6/10
Open-source CRM built for nonprofits and advocacy groups, covering contacts, donations, memberships, events, email marketing and case management.
InvestGlass
5.4/10
Swiss-hosted CRM with digital onboarding, marketing campaigns and portfolio management, built mainly for banks, wealth managers, fintechs and other regulated firms.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 6.6/10 | 5.4/10 |
| Customization | 9/10 | 7/10 |
| Analytics | 6/10 | 5/10 |
| Integration | 7/10 | 5/10 |
| Support | 4/10 | 6/10 |
| Ease of Use | 3/10 | 5/10 |
| Security | 6/10 | 8/10 |
| Cost | 9/10 | 3/10 |
| Scalability | 7/10 | 6/10 |
| Pricing | ||
| Free plan | Yes | No |
| Cheapest paid plan | $15/mo Spark Starter | CHF 100/user/mo Starter |
| Estimated cost for 10 users | Free Self-hosted (open source) | CHF 1,000/mo Starter |
| Features | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Marketing Automation | ||
| Reporting & Analytics | ||
| Customer Support Management | Not listed | |
| Lead Management | Not listed | |
| Opportunity Management | Not listed | |
| Sales Automation | Not listed | |
CiviCRM vs InvestGlass cost by team size
| Team size | CiviCRM | InvestGlass |
|---|---|---|
| 1 user | FreeSelf-hosted (open source) | CHF 100/moStarter |
| 5 users | FreeSelf-hosted (open source) | CHF 500/moStarter |
| 10 users | FreeSelf-hosted (open source) | CHF 1,000/moStarter |
| 25 users | FreeSelf-hosted (open source) | CHF 2,500/moStarter |
| 50 users | FreeSelf-hosted (open source) | CHF 5,000/moStarter |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose CiviCRM
- Has a free plan (InvestGlass does not)
- Higher Cost score (9/10 vs 3/10)
- Higher Customization score (9/10 vs 7/10)
- Better fit for small business (6/10 vs 4/10)
Why choose InvestGlass
- Higher Support score (6/10 vs 4/10)
- Higher Ease of Use score (5/10 vs 3/10)
- Better fit for enterprise (7/10 vs 3/10)
- Better fit for sales teams (5/10 vs 2/10)
Pros & Cons
CiviCRM
Pros
- The core software is free and open source under the AGPL, so there are no licence fees whatever the number of users or contacts.
- Donations, memberships, events, CiviMail email and case management all come in one nonprofit-focused system.
- It runs inside WordPress, Drupal and Joomla, so data is shared between the website and the CRM.
- Every Spark hosted plan allows unlimited users, starting at $15 per month.
- A large extension ecosystem and an active community make it highly customisable.
Cons
- Reviewers consistently describe the interface as dated and clunky.
- Self-hosted setup and customisation usually need a developer, which adds hidden costs.
- The open-source project offers no dedicated vendor customer service. Help comes from community forums or paid partners.
- Spark plans cap contacts at 5,000 to 10,000 and limit integrations and customisation.
- It has no sales pipeline or opportunity tooling for commercial sales teams.
InvestGlass
Pros
- Data is hosted in Switzerland, with an on-premise option, which suits regulated financial firms that need data sovereignty.
- KYC, AML, e-signature and digital onboarding are built in, so finance firms do not need separate onboarding tools.
- Every plan includes unlimited records and automations.
- The no-code builder lets admins adapt forms, fields, dashboards and approval workflows.
- Reviewers describe support as responsive and knowledgeable.
Cons
- Per-seat prices of CHF 100 to 500 a month are high for teams outside financial services.
- Off-the-shelf third-party integrations are limited, so unusual needs may require API work.
- Some reviewers describe the interface as dated, and documentation gaps make it harder to learn on your own.
- There are few independent reviews on G2 and Capterra, so there is little peer evidence to go on.
- Reporting is weaker for sales pipeline analytics.
Not sold on either?
Frequently Asked Questions
CiviCRM scores higher on our CRM criteria: 6.6/10 against 5.4/10 for InvestGlass. The largest gap is in Cost: 9/10 for CiviCRM and 3/10 for InvestGlass.
CiviCRM has a free plan; InvestGlass does not list one.
InvestGlass is the better fit for enterprise: we rate it 7/10 for them, against 3/10 for CiviCRM.
