The complete picture of your pipeline, at a glance.
Get a real-time summary of your entire lead pipeline across all stages. Instantly understand volume, movement, and overall health without exporting data or relying on manual reports.
Your pipeline. Tracked, organised, and always moving.
From first contact to closed deal - Zippix gives your team a complete lead management system with analytics, Kanban boards, and list views built for the way financial advisory teams actually work.
Full Pipeline
Visibility
Team-Wide
Lead Tracking
Kanban
and List Views
Real-Time Lead
Analytics
Clarity across your entire pipeline
Understand pipeline performance with clarity.
Track Won, Lost, Forwarded, and Reopened leads in a single structured view. Identify trends, measure conversion efficiency, and monitor how your pipeline evolves over time.
Measure contribution across your entire team.
Compare lead outcomes across team members with clear, objective data. Evaluate performance, identify strengths, and make informed decisions without relying on assumptions.
Focus on leads that require further action.
View a ranked list of forwarded leads with direct access to each record. Identify where momentum is slowing and take timely action to improve conversion outcomes.
Track lead movement across every stage.
Understand how leads progress through your pipeline from initial contact to final outcome. Ensure your defined process aligns with how your team actually operates.
See where urgency demands attention.
Break down leads by priority : Low, Medium, High, and Urgent. Quickly identify critical opportunities and ensure high-impact leads are addressed at the right time.
Balance workload across your team effectively.
Understand how leads are assigned and distributed across team members. Prevent overload, improve efficiency, and ensure consistent handling of opportunities.
Stay ahead of follow-ups and deadlines.
Track overdue, upcoming, and future tasks in one place. Ensure no opportunity is missed and every lead receives timely attention.
Organize leads with meaningful categorisation.
Analyse the most frequently used labels across your pipeline. Maintain consistency in tagging and gain deeper insights into how leads are segmented.
Everything your pipeline needs. Already built in.
My vs All Leads
View your own pipeline with focus. Managers get a complete firm-wide picture.
Client Classification
Segment leads by type. Keep your pipeline structured and easy to manage.
Custom Labels
Organize leads your way with flexible labels. Use them to filter, track, and report across your pipeline. Built to match how your team actually works.
Activity Log
Track every action on a lead with timestamps. Maintain full context across updates and ownership changes. Nothing gets lost, even over time.