Keep Every Opportunity Moving
Give every case an owner, a clear next action and an expected fee. Help advisers and support teams follow up on time and see what needs attention.
From Enquiry to Recommendation.
Organise cases by advice stage. Keep the client, case owner, next action and expected fees visible so work can move between advisers and support teams.
See Where Attention Is Needed.
Spot cases that need attention and keep deadlines visible. Give your team a clear view of the next action.
Connect the Pipeline to the Firm.
See where new business comes from and what it means for the firm. Carry the relationship into ongoing service within Workspace.
Explore ongoing client servicing
“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.”
Questions, Answered.
Is Pipeline a separate plan?
No. Pipeline is part of Glimzer Workspace, alongside client servicing and firm operations.
Can I track introducers?
Yes. Introducer details are recorded on opportunities and feed the dashboard view of relationship performance.
What if I want to keep my current CRM?
Explore Weave for AI work through your existing systems. Choose Workspace when you want to move your CRM to Glimzer.
Your client data.
Protected at every step.
Glimzer is built on enterprise-grade security to protect your firm’s work and your clients’ data. UK hosting, encryption at rest and in transit, role-based access controls and daily backups keep protection built into every step.
Your data stays yours. Customer inputs, outputs and documents are not used to train underlying AI models.
- Cyber EssentialsCertified
- UK GDPRData protection
- UK hostingCustomer data
- No model trainingYour data stays yours