Pipeline
Win more new business.
Enquiries rarely say no. They go quiet. Pipeline keeps every opportunity owned, scored and moving: stages, heat scoring, weighted value, expected fees and introducer tracking on every deal.
Heat scoring flags deals going cold
Forecasts weighted by probability, not hope
Sales targets per adviser, tracked live on the dashboard
Not ready to switch? Run Pipeline standalone alongside your existing CRM. Start with Pipeline, then bring everything across when you're ready.
Clients
Keep every client looked after.
Annual reviews, fee reconciliation, documents, the client portal and servicing tasks, organised around every client.
Annual reviews scheduled, prepared and tracked
Fee reconciliation with a full audit trail
A client portal that cuts the chasing
The dashboard
And one dashboard that ties it together.
Expected fees, reviews due, targets versus actuals and introducer performance, always current.
“Glimzer is a fast, easy-to-use CRM for day-to-day work. Having all clients, tasks, and workflows in one place makes it much easier to stay organised and on top of everything. The ability to transfer tasks between colleagues and use automated workflows has made our daily processes far more efficient and seamless.”
Joanne Atkinson
Client Service & Support
The foundations
One purpose-built place to run the whole firm.
The same foundations support everything Glimzer does.
Protected UK-hosted data
Encrypted, backed up and hosted in UK data centres.
One view for the team
Advisers, admins and owners work from the same information.
Documents tied to context
Files sit with the client, case or opportunity they belong to.
Designed for UK advice firms
Built around how UK advice firms actually operate, day to day.
Introducers tracked properly
Know who referred each client and which relationships drive new business.
Automated workflows
Trigger tasks and updates on events like deal won, with conditional steps.
See what Glimzer would look like for your firm.
Book a 30-minute demo and we'll show you how Glimzer brings Pipeline, Clients, revenue and next actions together.
No lock-ins and no long contracts. Setup and migration support is available for early customers and design partners.