From the first hello to a fully onboarded client without dropping the thread.
Zippix connects your lead pipeline and client onboarding into one continuous flow. Every stage tracked. Every team member aligned. Every new client welcomed into a system that was ready before they arrived.
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From Manual Chaos to Seamless Onboarding
See how Zippix automatically turns a won lead into an organised, efficient onboarding process - so nothing slips through the cracks.
Before Zippix
Manual steps. Missed updates. Confused teams.
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Someone makes a note
A lead is won, but it lives in someone's notes.
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A task is created
A task is created somewhere else.
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A new file is started
Another person starts a file manually.
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Three people ask who owns onboarding
Everyone checks. Nobody's sure.
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A week passes
Time is lost. Momentum is gone.
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The client wonders what’s happening
The client waits. Confidence drops.
With Zippix
Automated steps. Clear ownership. Happy clients.
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The pipeline moves
The lead is won and the workflow starts instantly.
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Onboarding begins automatically
Tasks are created and assigned right away.
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Every team member knows their role
Clear ownership. No back-and-forth.
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The client is welcomed
Files, tasks, and next steps are ready.
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Everything is ready
No delays. No confusion.
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The client feels the difference
A smooth, professional start builds trust.
Build the team that runs the pipeline.
Every great onboarding experience starts before the client arrives - it starts with the right people in the right places. In Zippix, admins invite employees directly into the pipeline workspace, assign their roles, and define what they can see and do before a single lead moves forward.
Every lead has a stage. Every stage has a home.
The pipeline board in Zippix tracks every prospect from first contact to final decision across every stage your firm defines: New Lead, Meeting Discussion, Proposal, Awaiting Decision, and Review. Each column reflects a real moment in your advisory relationship, not a generic CRM template.
A lead becomes a client. The pipeline becomes a project.
When a prospect crosses the finish line, Zippix doesn't stop - it shifts. The same workspace that tracked your pipeline now holds your onboarding project. Tasks are created, assigned, and staged. Your team moves from selling to delivering in the same system, without losing a single piece of context.
Onboarding isn't a checklist. It's a project.
In Zippix, the moment a lead is won, onboarding begins as a structured project with stages, tasks, sub-tasks, assignees, and deadlines. To Do, In Progress, Under Review, Closed: every onboarding step moves through a board your team controls.
Analytics & Insights
Track performance, portfolio growth, team activity, and lead metrics with real-time visibility across your business.
Client Information
Keep every client detail, document, relationship, and financial record organised in one searchable workspace.
Lead Generation
Manage prospects, track opportunities, and move leads through every stage of your sales pipeline.
Project Task Workflow
Assign tasks, track progress, and manage project delivery through a centralised workflow system.
WhatsApp Communication
Run conversations, campaigns, and automated messaging directly from your connected WhatsApp workspace.
Team & Access Control
Control permissions, manage team roles, and ensure secure access across your entire organisation.
Team Setup
Invite members, assign permissions, and prepare your workspace for smooth collaboration from the start.
Lead Capture
Record lead information, assign ownership, and organise opportunities within a structured sales pipeline.
Pipeline Progress
Track every interaction, meeting, proposal, and review stage with complete visibility and control.
Won Lead
Convert the opportunity into a client and automatically trigger the next onboarding workflow.
Client Onboarding
Assign tasks, manage timelines, and coordinate team responsibilities through a centralised workspace.
Successful Delivery
Complete onboarding, maintain accurate records, and build long-term client relationships with confidence.