Lead Management
Made Simple
Move faster with Glimzer | Pipeline
Everything you need to capture, track, and convert enquiries into lifelong clients
Seamless
Onboarding
Secure new clients quickly and effortlessly
Smart Task
Organiser
Stay on top of priorities with tasks, notes, and reminders all in one place
Guided Pipeline
Stages
Move prospects smoothly through every step of the advice process
Dashboards &
Insights
Track pipeline value and tasks at a glance from day one
Security-First Access
Bank-grade protection with two-factor authentication and role-based access
Keep client data secure, compliant, and in control
Flexible
Software
Tailor Glimzer to your firm with simple profile, notification, and admin preferences
Built to adapt to your team, not the other way around
Streamlined Lead Management
Capture, update, and progress every enquiry effortlessly
Tasks, notes, and opportunities all live in one place, so nothing slips through the cracks
Smart Task Organiser
Stay ahead with reminders, notifications, and a smart organiser that highlights what matters most
Get alerts in-app or by email, so you never miss a client follow-up
Adviser Dashboard
See the big picture at a glance: pipeline value, key tasks, and client activity in one simple view
Focus your time where it drives the most impact
Data You Can Trust
Accurate, accessible data from day one.
Every field is validated, every record instantly available, so your team works with confidence
Export anytime, your data is always yours
Lead management software for Financial Advisers
Glimzer | Pipeline is designed for financial advisers, paraplanners, and Financial Advice firms who want to streamline enquiry tracking and client onboarding
With built-in task management, reminders, and dashboards, it’s the smarter way to grow your advice business while staying compliant, used by IFAs, restricted advisers and networks
FAQs
Can I migrate existing leads into Glimzer?
Yes. You can import leads via CSV or spreadsheet, so you can start with your current data from day one, we can also help with this
Is my data secure?
Absolutely. Glimzer uses bank-grade encryption, role-based access, and two-factor authentication to keep client data protected at all times.
How will I know if I have tasks or follow-ups due?
You’ll receive notifications in-app and / or by email depending on your preference. The smart task organiser also highlights the most important actions, so nothing slips through the cracks.
How quickly can I get set up?
Most firms are up and running within a day. Our guided onboarding helps you configure Glimzer to fit your workflow right away.
How much does Glimzer | Pipeline cost?
Every advice firm works differently, which is why we tailor our pricing to fit your needs
The best way to find out is to book a demo, we’ll walk you through Glimzer and discuss the options that make the most sense for your firm.