Pipelines (Basic): Create & View

Our pipelines are not only an easy visual tool but also fully customizable to your firm’s needs. Once you automate them, jobs move from stage to stage, automatically creating tasks and sending emails, contracts and organizers to clients at just the right time! Read on to find out more.

Our pipelines are not only an easy visual tool but also fully customizable to your firm’s needs. Once you automate them, jobs move from stage to stage, automatically creating tasks and sending emails, contracts and organizers to clients at just the right time! Read on to find out more.