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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

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3 NetSuite

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Schedule your Personalized NetSuite Demo or get in touch with a one of our NetSuite experts today.

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