Our all-in-one solution

The Complete Sales Toolkit for Financial Pros

Pipeline.so helps you start, converse, and book more appointments on autopilot through SMS, Email, Live Chat, Phone Calls—and much more!

One tool to Nurture prospects. Have conversations. Book appointments. Launch campaigns. Record data. Make sales. Simplify your world.

Merrill
BMO
ally
citi
BofA
voya
Edelman
Caliber
Our Opportunity

Use Pipeline.so you can...

Streamline all your communication in one place so that you can double your speed to lead and fill your pipeline!

Communicate
faster

Our one-stop-shop for all your communication needs means you can juggle multiple conversations with ease.

Streamline your calendar

Never miss an opportunity to close a deal. Our calendar feature makes scheduling appointments so easy, it’ll feel like magic.

Answer the right calls

Convert inbound leads into sales opportunities by automatically routing calls to your own phone. Be there when they want to talk.

Build SMART campaigns

Pipeline.so SMART automation campaigns can help you get up to 80% response rate from your leads and customers.

Gain key
insights

Gauge the performance of your marketing campaigns and sales teams to tweak your approach and increase your sales!

Join our
community

Connect with businesses in your industry. You can pool your knowledge to refine your services or find better ways to sell more.

Our focus

Financial service
professionals

Hundreds of financial companies of all sizes—from startups to Fortune 500s—use Pipeline’s software and APIs to attract, engage, and enroll more customers into their financial service businesses.

Our features

Sales & Marketing software and services to fuel your growth—automagically.

With our end-to-end marketing solution, you can fill your pipeline, close more deals and grow your revenue seamlessly, every time. Let the power of automation drive your bottom line. 

Calling: Make more calls with built-in VoIP

Unlock the power of automated call routing and quickly convert inbound leads into sales opportunities. With our direct connection to leads who are ready to talk now, you can start closing more deals faster.

Take control of your sales process and increase your efficiency with automated call routing and lead conversion today!

Emailing: Create and send emails that sell

Create beautiful, high-quality email campaigns or newsletters quickly and easily with Pipeline. Our simple drag and drop design makes it easy to create engaging emails and content that will captivate your clients and prospects.

With Pipeline, you can easily create stunning email campaigns that will wow your customers with their quality and professionalism.

SMS: Increase reach rates with built-in SMS

98% of all SMS messages are read, so you can be sure that your messages are always reaching your prospects and clients. With powerful features that help you manage multiple conversations at once, you can save time while staying productive. Leverage the power of SMS today and reach your audience with ease.

Reviews: Collect and manage customer reviews

Start racking up 5-star reviews on Google, Yelp, and more with our streamlined reputation management and review request feature. Connect your accounts in minutes, then easily send review links to your customers and watch the positive reviews come rolling in. Get ready to boost your reputation with our fast and easy review request tool. 

Automation: Build SMART nurture campaigns

Creating custom nurture campaigns has never been easier. Now you can easily send text messages, emails, and even Facebook messages – all automated – to convert leads and increase engagement! With this powerful tool, you can ensure that your leads get the right message at the right time for maximum impact. Start building your campaigns now and watch your leads engage. 

Calendar: Instantly fill and sync your calendars

Stop wasting time trying to keep track of your calendar and scheduling appointments. Replace your Calendly subscription with Pipeline. Easily integrate all of your calendars, allowing people to book appointments when you’re available with no back and forth. Automate your scheduling process and spend less time managing your calendar.

Communication: All communications in one place

Say goodbye to the hassle of managing multiple channels for your conversations and communications. With Pipeline, you can easily consolidate all of your chatting, texting, social media, emails, web chat, and more into one convenient location. No more having to switch back and forth between different locations to connect with prospects and clients – it’s all in one place, making replying a breeze.

Reporting: Gain key insights into performance

Gain control over your business performance with our reports dashboard. Get all of your reports and analytics in one place so you can easily monitor your Key Performance Indicators (KPI’s) and make decisions bas