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Product Quick Facts

Industry Specialties
Financial Services, Other
Works Best For
Enterprise Businesses, Mid Sized Businesses

About iPipeline CRM

iPipeline provides a suite of sales distribution software specifically tailored to the insurance and financial services industries. Headquartered in Exton, PA, iPipeline aims to be an industry leader with its customer relationship management (CRM) solution, thereby enabling the financial and insurance industries as a whole to accelerate its marketing, selling, and processing practices.

iPipeline’s customer relationship management fits the needs of carriers and distributors to help better prospect, manage, and sell. This tool is built on the Microsoft Dynamics CRM platform and adds value by tailoring an already widely used product to offer more relevant functionality for the specific industries it serves. The platform itself was designed to avoid common problems that companies experience with implementing CRM solutions. If familiar with Microsoft Outlook, adopting iPipeline should be a very intuitive process. Features include the ability to automate agency recruiting and management, streamlined sales support, marketing campaign tracking, sales pipeline management, lead nurturing, and built in analytics dashboards.  The CRM also offers advanced searching capabilities such as the ability to search through all recorded meetings, correspondence, and phone calls for a client name or other specific keyword.

When Savant Capital Management, Inc. was looking for a CRM solution for its wealth management efforts, it decided to give iPipeline a try. After adopting the iPipeline platform, Savant noticed some significant improvements. Among other benefits, Savant reported that its client service representative workloads were reduced by an estimated 3,500 hours per year. Additionally, the company has noted that the amount of hours it spent compiling, printing, and distributing financial reports had decreased by an estimated 1,000 hours annually.

Alternatives to iPipeline CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

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2 Freshsales

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Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.

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3 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

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Compare iPipeline CRM to other CRM solutions