Never lose track of a lead again
Know exactly where every opportunity stands, who's responsible, and what needs to happen next. Built for how UK advice firms actually win new business.
Why advice firms choose Pipeline
Your pipeline should help you grow, not slow you down.
Never lose track of a lead
From first enquiry to onboarded client, every lead has a clear status and owner.
Forecast with confidence
Know what revenue is coming, what's at risk, and where your team should focus.
Stay on top of follow-ups
Reminders and tasks so the right person follows up at the right time. Nothing gets forgotten.
Everyone on the same page
Your whole team can see the pipeline. No more asking around for updates.
What you get
The tools to turn more enquiries into clients.
See your pipeline at a glance
Move leads through stages and see exactly what's in progress.
Never miss a follow-up
Set tasks with due dates and get reminded before anything slips.
Full history on every lead
See every interaction, note, and update in one place.
All your lead details, one place
No more searching through emails or spreadsheets for contact details.
Your process, your stages
Set up your pipeline stages to match how your firm works.
Know what's working
See conversion rates, pipeline value, and where leads are getting stuck.
See Pipeline in action
See how Pipeline can help your firm convert more leads in less time.
Pipeline for your type of firm
See how Glimzer works for different advice specialisms.
Frequently asked questions
What is Pipeline in Glimzer?
Pipeline is Glimzer’s sales pipeline plan. It gives you a visual overview of every lead in your firm, from first contact through to converted client, so you always know where things stand.
Can I customise the pipeline stages?
Yes. You can configure pipeline stages to match your firm’s sales process. Add, rename, or reorder stages at any time to reflect how your team actually works.
Does Pipeline include task management?
Yes. You can set follow-up tasks with due dates and reminders for each lead. Automated reminders ensure nothing falls through the cracks as leads move through your pipeline.
Is Pipeline suitable for mortgage advisers?
Yes. Pipeline works well for mortgage and protection advisers who need to track a high volume of cases through multiple stages. You can configure stages to match mortgage workflows from enquiry through to completion.
Ready to get visibility into your pipeline?
Book a demo and we'll show you how Pipeline works for your firm.