InvestGlass vs Mailshake: Complete Comparison (2026)
An in-depth comparison of InvestGlass and Mailshake to help you choose the right tool for your business.
Last updated: November 2026
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.
Mailshake
6.5/10
Mailshake is a cold email and sales engagement platform with sequences, warmup, a unified inbox, a phone dialer and CRM sync, aimed at small outbound sales teams.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 5.4/10 | 6.5/10 |
| Analytics | 5/10 | 6/10 |
| Cost | 3/10 | 7/10 |
| Customization | 7/10 | 5/10 |
| Ease of Use | 5/10 | 8/10 |
| Integration | 5/10 | 7/10 |
| Scalability | 6/10 | 5/10 |
| Security | 8/10 | 5/10 |
| Support | 6/10 | 8/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | CHF 100/user/mo Starter | $29/user/mo Starter |
| Estimated cost for 10 users | CHF 1,000/mo Starter | $290/mo Starter |
| Features | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Lead Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Built-in Calling | Not listed | |
| Marketing Automation | Not listed | |
| Opportunity Management | Not listed | |
InvestGlass vs Mailshake cost by team size
| Team size | InvestGlass | Mailshake |
|---|---|---|
| 1 user | CHF 100/moStarter | $29/moStarter |
| 5 users | CHF 500/moStarter | $145/moStarter |
| 10 users | CHF 1,000/moStarter | $290/moStarter |
| 25 users | CHF 2,500/moStarter | $725/moStarter |
| 50 users | CHF 5,000/moStarter | $1,450/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 InvestGlass
- Higher Security score (8/10 vs 5/10)
- Higher Customization score (7/10 vs 5/10)
- Better fit for enterprise (7/10 vs 3/10)
- Better fit for mid-market (7/10 vs 4/10)
Why choose Mailshake
- Higher Cost score (7/10 vs 3/10)
- Higher Ease of Use score (8/10 vs 5/10)
- Better fit for small business (8/10 vs 4/10)
- Better fit for startups (7/10 vs 3/10)
Pros & Cons
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.
Mailshake
Pros
- Every plan includes unlimited email warmup, verification and contact uploads.
- One reviewer reported going from signup to a first campaign in under an hour.
- Support is rated highly: Capterra users give 4.5 for customer service, and a Prospeo summary cites a G2 average of 4.7.
- The Sales Engagement tier includes a dialer with unlimited free North American minutes.
- The integrations page lists many native CRM connections, including Salesforce, HubSpot, Pipedrive, Zoho, Copper and Freshsales.
Cons
- There is no free trial, and reviewers describe a strict refund policy.
- Invoices and cancellation confirmations are not emailed automatically.
- Reviewers say connected mailboxes can disconnect and stall sequences.
- LinkedIn steps are capped (Prospeo reports 10 messages per day), and Data Finder accuracy is described as weak.
- Per-user pricing becomes costly for teams larger than about five reps.
Not sold on either?
Frequently Asked Questions
Mailshake scores higher on our CRM criteria: 6.5/10 against 5.4/10 for InvestGlass. The largest gap is in Cost: 3/10 for InvestGlass and 7/10 for Mailshake.
No, neither InvestGlass nor Mailshake lists a free plan.
InvestGlass is the better fit for enterprise: we rate it 7/10 for them, against 3/10 for Mailshake.
