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About

Keep all your data and dashboards as Pipeline Manager moves you into the future. Reps love the Pipeline because we give them 'what's next.' This is a clear, consistent visual language for planning and strategizing. Selling is complicated enough without having to connect critical bits from 5 or 10 separate forms. Selling professionals need exactly one place to tell, review, and strategize each complete, complex story. Don't wait for the future. Steer it with the most innovative and flexible process tools. Ever. Stay ahead of the curves with a CEO-simple system. Now coaches can make their great advice scalable across the team. Instantly. CRM suppliers always say this is the user’s fault. We say users were never the problem. CRM is the Problem. Pipeline Manager disrupts CRM. We disrupt the entire user experience without disturbing our customer’s data, their reports or their dashboards. You keep all the great advantages of the amazing, secure power of a world-class CRM.

About

iPipeline is an AI-powered software platform built for life insurance, annuities, and wealth management operations. The platform helps carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners simplify workflows from quote to commission. iPipeline uses artificial intelligence to automate processes, improve accuracy, accelerate decision-making, and reduce time to market. Its ecosystem connects businesses to a large data library, global users, insurance carrier customers, and distribution partners. CHARLi, iPipeline’s AI-powered engine, enhances products and workflows with intelligent, data-driven capabilities that learn and evolve over time. iPipeline helps financial services organizations work faster, connect operations, and support clients in securing stronger financial futures.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CRM solution for businesses

Audience

iPipeline is best suited for life insurance carriers, annuity providers, broker-dealers, RIAs, financial institutions, agents, advisors, distribution partners, and wealth management firms that need AI-powered software for connected insurance and financial services operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PipelineManager
United States
www.pipelinemanager.com

Company Information

iPipeline
Founded: 1995
United States
www.ipipeline.com

Alternatives

Alternatives

FunnelSource

FunnelSource

Baker Communications

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

LifePipe
SSG Digital
Salesforce
iPipeline CRM for Distributors

Integrations

LifePipe
SSG Digital
Salesforce
iPipeline CRM for Distributors
Claim PipelineManager and update features and information
Claim PipelineManager and update features and information
Claim iPipeline and update features and information
Claim iPipeline and update features and information