Visualize your digital marketing success.

Putting your ideas together can be a challenge. With the Pipeline.so Planner, you can gain some perspective and bounce ideas off team members. Then, take a peek into the future by simulating potential funnels and estimating your profit. It’s less “try before you buy” more
“try to see how many will buy.”

How it works.

The Pipeline Planner is the digital idea scrapbook you didn’t know existed. As you may know, creating a funnel can be risky, requiring time, money, and plenty of experimentation to get right.

Let your imagination loose by creating unlimited what-if scenarios that you can tweak and test. Once you think you’re onto a winner, our funnel simulator unveils the full potential of your Pipeline.so CRM before you’ve even begun creating landing pages or buying traffic.

Method One:
Simple funnel creation station

The beauty of this software is in its simplicity. Here’s how to make, map, and test
your funnel in five minutes.

1. Add your product

Before you can make a funnel in Pipeline.so, you must have something to sell. Whether it’s a new or existing product, add it to the Pipeline Planner. Once you’ve filled in all the details, such as Product Cost, Price Type, and Stick Rate, and you’re ready for the
next step.

2. Begin mapping

Before you can make a funnel in Pipeline.so, you must have something to sell. Whether it’s a new or existing product, add it to the Pipeline Planner. Once you’ve filled in all the details, such as Product Cost, Price Type, and Stick Rate, and you’re ready for the
next step.

3. See the traffic flow

You can now begin simulating campaigns when there’s traffic running through your funnel to see how much profit you’re likely to make before you start investing. For your existing funnels, you can also begin experimenting with what-if scenarios to discover what profit-boosting ideas are lurking under the surface.

4. Factor in your expenses

Before you can make a funnel in Pipeline.so, you must have something to sell. Whether it’s a new or existing product, add it to the Pipeline Planner. Once you’ve filled in all the details, such as Product Cost, Price Type, and Stick Rate, and you’re ready for the
next step.

Method Two:
Browse our funnel library

Don’t have time to make your own sample funnel?

Getting started.

Simply have a look at our collection of pre-made, industry-proven funnel templates. Featuring diverse industries, business types, and marketing goals, each funnel includes sample conversion numbers, products, pricing, and traffic information.

Best of all, you can modify them as you see fit, using proven industry models as a reference for your own situation.

What kind of funnels have we got on offer?

We’re glad you asked. We’ve got…

Who the Pipeline Planner is useful for...

The Pipeline Planner is an invaluable strategic tool for sales and marketing
professionals working with Pipeline.so.

Boost trust.

While we often have great ideas, knowing how they’d play out in the real world is another matter.

With its easy-to-use, drag-and-drop builder, the entire team can literally put their ideas together and see how they’ll perform.

Whatever industry you’re in, if you’re the one designing campaigns and allocating budget, this tool will help you optimize your approach, maximize your profit, and fully leverage the talent of your team.

Easily locate any information you have about a contact or company with a static text or dynamic search. And if you see a pattern forming, you can create smart views for your most common searches to optimize your sales process.

Beautiful funnel maps

Create visual diagrams of any marketing funnel with yes/no pathways, follow-ups and more.

Machine-powered magic

Benefit from automagic calculations to see potential revenue, profit, ROI and other metrics—then play around to see how they change.

Data of your choice

Got real data to play with? Plug it in! If not, you can get hypothetical to see what would happen in certain scenarios.

Simulate ad campaigns

Reviews and testimonials are often the deciding factor when making a purchase. Gather more positive reviews from your customers and show them off in style with our reputation-enhancing reviews features.

Real, insightful reports

Potential scenarios can provide real, actionable insights. Create optimization reports to boost your profit moving forward.

Access to our snapshot library

Apply templates from our funnel library to your own situation, with snapshots of ecommerce products, agency services, lead generation, and much more.

Ready to visualize the extent of your success?

The Pipeline Planner is an invaluable strategic tool for sales and marketing
professionals working with Pipeline.so.

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