Visual Pipeline
A pipeline that looks like how you sell
Stop tracking leads in your head, your inbox, and three spreadsheets. See every prospect from first inquiry to bound policy on one drag-and-drop board — and know exactly who to contact today.
What you get
Everything you need to never lose another lead
No 200-page training manual. No enterprise configuration. A pipeline you understand in 60 seconds and actually want to open every morning.
A board that mirrors your sales motion
Drag a card from New to Contacted to Quote to Underwriting to Bound. Stages match how you actually sell — rename them in seconds.
A daily "who to contact" list
Open the app and see exactly who needs a call, text, or email today. No scanning spreadsheets, no leads slipping through the cracks.
Automatic lead scoring
Every lead gets a 0–100 score based on engagement, deal value, and recency. Work your hottest prospects first — the score updates as they move.
Stage-based automation
Move a lead to "Quote sent" and a follow-up sequence fires on its own. The pipeline does the remembering for you.
Log a call from the road
Between appointments, log the outcome, set the next follow-up, and move the card — all from your phone.
The agents who switch stop losing deals to follow-up
- Every lead tracked from inquiry to bound policy in one place.
- A clear call list every morning — no leads forgotten.
- Scores and deal values so you work the right prospects first.
- Stages that match how you sell, renameable in seconds.
See your pipeline fill up this week
Add your first lead in under two minutes. Your board is pre-built for your line of business.
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