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Product Quick Facts

Industry Specialties
Financial Services, Other
Works Best For
Enterprise Businesses, Mid Sized Businesses

About iPipeline CRM

iPipeline provides a suite of sales distribution software specifically tailored to the insurance and financial services industries. Headquartered in Exton, PA, iPipeline aims to be an industry leader with its customer relationship management (CRM) solution, thereby enabling the financial and insurance industries as a whole to accelerate its marketing, selling, and processing practices.

iPipeline’s customer relationship management fits the needs of carriers and distributors to help better prospect, manage, and sell. This tool is built on the Microsoft Dynamics CRM platform and adds value by tailoring an already widely used product to offer more relevant functionality for the specific industries it serves. The platform itself was designed to avoid common problems that companies experience with implementing CRM solutions. If familiar with Microsoft Outlook, adopting iPipeline should be a very intuitive process. Features include the ability to automate agency recruiting and management, streamlined sales support, marketing campaign tracking, sales pipeline management, lead nurturing, and built in analytics dashboards.  The CRM also offers advanced searching capabilities such as the ability to search through all recorded meetings, correspondence, and phone calls for a client name or other specific keyword.

When Savant Capital Management, Inc. was looking for a CRM solution for its wealth management efforts, it decided to give iPipeline a try. After adopting the iPipeline platform, Savant noticed some significant improvements. Among other benefits, Savant reported that its client service representative workloads were reduced by an estimated 3,500 hours per year. Additionally, the company has noted that the amount of hours it spent compiling, printing, and distributing financial reports had decreased by an estimated 1,000 hours annually.

Alternatives to iPipeline CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 MS Dynamics

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Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.

Learn more about MS Dynamics

2 Hubspot

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HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.

Learn more about Hubspot

3 Nimble

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Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.

Learn more about Nimble

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Compare iPipeline CRM to other CRM solutions