1
The complete picture of your pipeline, at a glance.
See how every lead enters, progresses, and converts in one view. Track source, status, ownership, and follow-up without scattered sheets or missed updates.
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.
N
New Leads
80
L
Lost Leads
12
F
Forwarded
26
R
Reopened
18
+
Lead Pipeline
Total Clients
Full Pipeline
1Total AUM
Team-Wide
2Total SIP
Kanban
3Total SIPs
Real-Time Lead
4
+
Conversion Summary
Ravi Kumar
Aisha Patel
Jamal Khan
+
Owner Performance
Full Pipeline
Visibility
Team-Wide
Lead Tracking
Kanban
and List Views
Real-Time Lead
Analytics
Clarity across your entire pipeline
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Understand pipeline performance with clarity.
Track total, converted, and pipeline leads with real-time performance metrics. See where opportunities are moving and where follow-up needs attention.
3
Measure contribution across your entire team.
Compare lead creation, conversion, and status movement across team members. Identify top performers, support gaps, and follow-up patterns without manual reporting.
4
Focus on leads that require further action.
See converted, lost, reopened, and forwarded leads with clear status labels. Use filters to prioritize active follow-ups and revive stalled opportunities.
5
Track lead movement across every stage.
Visualize how leads move through your pipeline from new to contacted, qualified, proposal, won, or lost. Understand the flow without manual follow-up.
6
See where enquiry demands attention.
Spot fresh enquiries, pending actions, and delayed follow-ups quickly. Give your team a clear view of what needs attention next.
7
Balance workload across your team effectively.
Assign leads fairly, monitor ownership, and keep managers informed on every follow-up. Prevent overloads and make sure leads move.
8
Stay ahead of follow-ups and deadlines.
Track reminders, urgent follow-ups, and pending tasks. Ensure every inquiry gets timely attention before opportunities go cold.
9
Organize leads with meaningful categorization.
Maintain financial, geography, priority, and source-based segmentation. Use meaningful labels to improve search, reporting, and team focus.
Everything your pipeline needs. Already built in.
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This Week
Team Lead Performance
Name Created Won Lost Forwarded Reopened
Arjun Verma 28 32 75 65 90
Anika Rao 25 35 80 60 95
Sanjay Gupta 29 33 70 64 88
Neha Joshi 26 38 74 61 91
My vs All Leads
View your own pipeline with focus. Managers get a complete firm-wide picture.
Moderately Conservative
Client Classification
Segment leads by type. Keep your pipeline structured and easy to manage.
Activity Log
1
You created lead Ramesh Patel
2 min ago
2
Priya mentioned you in a follow-up
12 min ago
3
Amit changed status to Qualified
28 min ago
4
Comment added for document collection
45 min ago
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Activity Log
Track every action on a lead with timestamps. Maintain full context across updates and ownership changes. Nothing gets lost, even over time.
Name Created AT Updated AT Action
Saathi May 15, 2024 May 15, 2024
Saving June 10, 2024 June 10, 2024
Benefit July 5, 2024 July 5, 2024
Specialist August 20, 2024 August 20, 2024
Strategist September 30, 2024 September 30, 2024
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.