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 and bring everything across when you're ready.
Clients
Keep every client looked after.
Annual reviews, fee reconciliation, documents, the client portal and servicing workflows, organised around every client.
Annual reviews scheduled, prepared and tracked
Fee reconciliation with a full audit trail
A client portal that cuts the chasing
Dashboard
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
What changes when firms move off legacy systems.
For firms coming from a legacy or incumbent system, Glimzer turns scattered work into visible, structured workflows the whole team can trust.
| Area | Before Glimzer | With Glimzer |
|---|---|---|
| Legacy or incumbent CRM | The system holds client records, but growth, follow-up and reporting still happen around it. | Pipeline, Clients, tasks and reporting sit in one workspace built for day-to-day collaboration. |
| Pipeline visibility | Opportunities tracked across inboxes, spreadsheets or individual adviser notes. | Every opportunity has an owner, stage, heat score, weighted value, expected fee and next action. |
| Introducer tracking | Referral sources are hard to compare once deals move through the pipeline. | Introducer details stay on each opportunity and feed the dashboard view of relationship performance. |
| Follow-up and workflows | Reminders, handovers and day-to-day tasks rely on manual checks. | Tasks, reminders and automated workflows keep adviser and admin work visible in one place. |
| Client servicing | Reviews, fees, documents and client requests are managed across separate tools. | Annual reviews, fee reconciliation, documents, portal requests and servicing tasks sit around the client record. |
| Management reporting | Owners piece together expected fees, targets and activity from separate sources. | The dashboard shows expected fees, reviews due, targets versus actuals and introducer performance. |
One place to run the whole firm.
The same foundations support everything in the workspace, from adviser workflows to introducer visibility and client servicing.
Protected UK-hosted data
Encrypted, backed up and hosted in UK data centres.
One view for the whole team
Financial advisers, paraplanners, admins and business 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, from first enquiry to annual review.
Introducers tracked properly
Know who referred each client and which relationships drive new business.
Automated workflows
Trigger adviser and admin tasks on events like deal won, with conditional steps.
The first 30 days are about clarity, not disruption.
Glimzer is adopted with the team, not dropped on them. We review how your firm works, set up the workspace and support the move at a pace that fits.
1
Understand the firm
We map how your team handles enquiries, clients, reviews, fees and introducers today.
2
Review the data
If data needs to move, we review what you have before anything changes and explain the migration plan clearly.
3
Set up the workspace
Pipeline stages, task ownership, workflows and client servicing views are configured around how your firm works.
4
Walk the team through it
Financial advisers, paraplanners, admins and business owners see how Pipeline, Clients and reporting fit their day-to-day work.
5
Go live with support
Hands-on implementation and ongoing support are included, with no lock-ins and data export available at any time.
Clear pricing, with the core features in view.
Start with Pipeline for new business, or run the whole firm on Clients with adviser and paraplanner/admin seats.
| Pipeline | Clients | |
|---|---|---|
| Price | £79 per adviser / month | From £387 / month |
| Minimum | No minimum | Includes 3 adviser seats |
| Heat-scored pipeline | Included | Included |
| Introducer and referral tracking | Included | Included |
| Task management and reminders | Included | Included |
| Compliance workflows | Not included | Included |
| Annual review scheduling | Not included | Included |
| Fee reconciliation | Not included | Included |
| Client portal | Not included | Included |
| UK data hosting | Included | Included |
| Encryption in transit and at rest | Included | Included |
| Daily backups | Included | Included |
Frequently asked questions.
What is Glimzer?
Glimzer Workspace brings Pipeline, Clients, performance reporting, introducer tracking and automated workflows into one place for UK financial advice firms, so financial advisers, paraplanners, admins and business owners work from the same live view.
What is Pipeline in Glimzer?
Pipeline is the new-business area of Glimzer Workspace. It keeps every opportunity owned, scored and moving, with stages, heat scoring, weighted value, expected fees and introducer tracking on every deal.
What is Clients in Glimzer?
Clients is the client servicing area of Glimzer Workspace. It helps advice firms manage annual reviews, fee reconciliation, documents, the client portal and servicing tasks around each client relationship.
What features are included in the CRM?
Glimzer Workspace brings Pipeline, Clients, performance reporting, introducer tracking and automated workflows together. Pipeline includes heat-scored opportunities, weighted value, expected fees, task management and reminders. Clients adds annual review scheduling, fee reconciliation, documents, the client portal and compliance workflows.
How does Glimzer ensure data security?
Glimzer protects client data with UK data hosting, encryption in transit and at rest, automated daily backups with point-in-time recovery, organisation-level data isolation, Cyber Essentials certification, ICO registration and UK GDPR practices.
Can I use Pipeline before moving to the full CRM?
Yes. You can run Pipeline standalone alongside your existing CRM, then bring everything across to the full Glimzer Workspace when your firm is ready.
Does Glimzer track introducer performance?
Yes. Glimzer records introducer details on opportunities and shows introducer performance in the dashboard, so you can see which relationships are driving new business.
See what Glimzer would look like for your firm.
Book a 30-minute demo and we'll show you how the workspace brings Pipeline, Clients, revenue and next actions together.
30 minutes · no sales pressure
No lock-ins and no long contracts. Setup and migration support is currently included at no cost (subject to change).