Pipeline management for financial advice firms
See your entire sales pipeline at a glance. Track prospects from first contact to converted client with complete visibility across your firm.
Why advice firms choose Pipeline
Clear visibility into your growth engine.
Never lose track of a prospect
Every lead is tracked from initial contact through to conversion.
Forecast with confidence
See what's in your pipeline and plan accordingly.
Stay on top of follow-ups
Automated reminders ensure nothing falls through the cracks.
Team visibility
Everyone can see what's happening across the firm.
Key features
Everything you need to manage your sales pipeline in one place.
Visual pipeline
Drag-and-drop interface to move prospects through stages.
Task management
Set follow-up tasks with due dates and reminders.
Activity log
Complete history of all interactions with each prospect.
Contact management
Store and organize prospect details in one place.
Custom stages
Configure pipeline stages to match your sales process.
Basic reporting
See conversion rates and pipeline value at a glance.
See Pipeline in action
Book a short demo to see how Pipeline helps advice firms track prospects and grow.
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 module. It gives you a visual overview of every prospect 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 prospect. Automated reminders ensure nothing falls through the cracks as prospects 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.