Build Your Own Workflow
Pipelines are our way to set your clients and prospects on a journey. Each pipeline stage can have several automated workflows to move your clients along, or notify you to follow up with the right actions.
Account Pipelines
Pipelines are our way to set your clients and prospects on a journey. Each pipeline stage can have several automated workflows to move your clients along, or notify you to follow up with the right actions.
Read how US Air Force veteran, Andy Pike, used PreciseFP to increase his remote team’s operational efficiency through automation, customized forms, and comprehensive client data-gathering.
