The sales pipeline tool built for financial advisers
Enquiries rarely say no. They go quiet. Pipeline gives every opportunity a value, a probability, an owner and a next step, from first enquiry to won. Run it alongside your existing CRM, or as part of the full Glimzer growth CRM.
30 minutes. No sales pressure.
How it works
From first enquiry to expected revenue.
One pipeline takes each lead from first contact to close: logged with the introducer who sent it, moved through your firm's advice process on stages you define, and feeding your MI at every step.
01
Capture
Leads land in one place, from your website, referrals or straight out of Outlook. One click converts an enquiry to an opportunity, and an opportunity to a client. Nothing gets re-keyed.
02
Work
Drag opportunities through stages that match how your firm wins business. Heat scoring flags deals going cold, every case has an owner and a next step, and task templates fire automatically as deals move.
03
Forecast
Weighted values and expected close dates turn the board into a forecast you can trust. Track targets per adviser or firm-wide, for initial fees and AUM, with progress live on the dashboard.
What you get
Deals don't go quietly cold here.
Everything in the IFA sales pipeline exists to keep opportunities moving: scored, owned, and with a next step that someone is accountable for.
Customisable Kanban pipeline
Drag-and-drop stages you can add, rename and reorder anytime, with deal values, probabilities and expected close dates on every card.
Heat scoring
Every opportunity is scored, so deals going cold get attention before they're lost.
Weighted forecasting
Pipeline value weighted by probability, so the forecast reflects reality, not hope.
Sales targets
Targets per adviser or firm-wide, for initial fees and AUM, with actual-vs-target on the dashboard.
Multiple pipelines
Separate pipelines per line of business, with a spreadsheet view when rows beat cards.
One-click conversion
Enquiry to lead, lead to opportunity, opportunity to client, without re-keying anything.
Outlook add-in
Create leads, opportunities and tasks straight from an email, logged to the right record.
Owners and next steps
Always know who is doing what next, with reminders before momentum slips.
Automated task templates
Reusable checklists that fire on events like deal won, so follow-through is consistent.
Forecasting
A forecast you can read straight off the board.
Weighted values and expected close dates turn the pipeline into expected revenue, not a list of hopes. Set targets per adviser or firm-wide, for initial fees and AUM, and watch actual against target live on the dashboard.
Work out what your current system costs youThe feature firms ask about most
Know which introducers actually send business.
Most firms grow through accountants, solicitors and other referral partners, then track those relationships from memory. Glimzer records the deals each introducer refers, how many convert and the revenue they produce, so you know which relationships to invest in.
Why firms lose track of introducers, and what it costs themCustomer stories
A pipeline the whole firm works from.
“Glimzer gives us a much clearer view of the business and its origin. We can see our pipeline, where new work is coming from, and what needs attention. We can see with precision the success of our marketing and identify our most prominent advocates”
Richard Smith
Independent Financial Adviser
“Linking relevant emails to specific tasks or opportunities saves a significant amount of time. Instead of searching through old inboxes, everything is in one place. Tasks, notes, and workflows are clearly visible, so I no longer need to rely on memory or spend time digging around for information.”
Joanne Atkinson
Client Service & Support
Start small
Add Glimzer's pipeline to your existing CRM.
Not ready to switch your whole system? Run the sales pipeline standalone alongside your current CRM. Kanban stages, heat scoring, weighted value, expected fees and next steps working from day one, with no migration. You can expand to the full Glimzer growth CRM later if you want to.
FAQ
Frequently asked questions.
What is Pipeline in Glimzer?
Pipeline is Glimzer’s IFA sales pipeline tool for financial advisers: a Kanban view of every opportunity, with heat scoring, weighted value, expected fees, an owner and a clear next step. You can run it standalone alongside your existing CRM, and expanding to the full Glimzer growth CRM later is optional.
Can I use just the pipeline without the full CRM?
Yes. The sales pipeline runs standalone alongside your existing CRM, so you can adopt it without a migration. You can expand to the full Glimzer growth CRM later if you want to. There are no lock-ins and no long contracts; you can leave anytime.
Can we run more than one pipeline?
Yes. You can run separate pipelines for different lines of business, each with its own stages, and switch to a spreadsheet view whenever rows work better than cards.
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.
Can we create leads straight from email?
Yes. The Outlook add-in lets you create leads, opportunities and tasks directly from an email, and logs the email against the right client record, so enquiries never sit forgotten in an inbox.
Does Pipeline include task management?
Yes. You can set follow-up tasks with due dates and reminders for each lead, and task templates can fire automatically when a deal is won or a stage changes. Nothing falls through the cracks as leads move through your pipeline.
Put your next enquiry on the board.
Book a 30-minute demo. Bring a live opportunity or two if you like, and we'll show you exactly how Pipeline would handle them, from first contact to close.
No sales pressure.