InvestGlass vs Spotler CRM: Complete Comparison (2026)
An in-depth comparison of InvestGlass and Spotler CRM 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.
Spotler CRM
6.6/10
Spotler CRM, formerly Really Simple Systems, is a UK-built cloud CRM for small and mid-sized B2B firms that combines sales pipeline, email marketing and case management.
Feature-by-Feature Comparison
| Feature | | S Spotler CRM |
|---|---|---|
| Scores | ||
| Overall Rating | 5.4/10 | 6.6/10 |
| Customization | 7/10 | 6/10 |
| Analytics | 5/10 | 6/10 |
| Integration | 5/10 | 5/10 |
| Support | 6/10 | 7/10 |
| Ease of Use | 5/10 | 8/10 |
| Security | 8/10 | 7/10 |
| Cost | 3/10 | 8/10 |
| Scalability | 6/10 | 5/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | CHF 100/user/mo Starter | €12/user/mo Starter |
| Estimated cost for 10 users | CHF 1,000/mo Starter | €120/mo Starter |
| Features | ||
| Contact Management | ||
| Integrations | ||
| Lead Management | ||
| Marketing Automation | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Built-in Calling | Not listed | |
| Collaboration | Not listed | |
| Customer Support Management | Not listed | |
InvestGlass vs Spotler CRM cost by team size
| Team size | InvestGlass | Spotler CRM |
|---|---|---|
| 1 user | CHF 100/moStarter | €12/moStarter |
| 5 users | CHF 500/moStarter | €60/moStarter |
| 10 users | CHF 1,000/moStarter | €120/moStarter |
| 25 users | CHF 2,500/moStarter | €300/moStarter |
| 50 users | CHF 5,000/moStarter | €600/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 Customization score (7/10 vs 6/10)
- Higher Security score (8/10 vs 7/10)
- Better fit for enterprise (7/10 vs 3/10)
- Better fit for mid-market (7/10 vs 5/10)
SWhy choose Spotler CRM
- Higher Cost score (8/10 vs 3/10)
- Higher Ease of Use score (8/10 vs 5/10)
- Better fit for small business (9/10 vs 4/10)
- Better fit for startups (6/10 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.
SSpotler CRM
Pros
- Reviewers repeatedly say non-technical staff can learn it quickly with little training.
- Per-user prices are low. Starter costs 12 euros per user per month.
- Sales, email marketing and SLA-based case management are all in one product on the Professional plan.
- It is GDPR-oriented, and Spotler lists ISO 27001 certification, which suits UK and EU buyers.
- It has been on the market since 2006 and is used by charities such as the British Red Cross.
Cons
- There is no native mobile app, so mobile access is through the browser only.
- Starter caps you at 1,000 company records, 1 GB of storage and 10 automations.
- Marketing email, VoIP integration and case management require the Professional plan, which has a 5-user minimum.
- The integration library is small, and reviewers have noted gaps such as QuickBooks.
- Several reviewers describe it as basic compared with HubSpot, Salesforce or Pipedrive.
Not sold on either?
Frequently Asked Questions
Spotler CRM scores higher on our CRM criteria: 6.6/10 against 5.4/10 for InvestGlass. The largest gap is in Cost: 3/10 for InvestGlass and 8/10 for Spotler CRM.
No, neither InvestGlass nor Spotler CRM lists a free plan.
Spotler CRM is the better fit for small business: we rate it 9/10 for them, against 4/10 for InvestGlass.
