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.
Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.
