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Easily collaborate with customers, vendors, and partners »

Does keeping all your customers, vendors, or partners on the same page feel like herding cats? See how the Pipeline tracking portal can take that completely off your plate.

Start onboarding your customers automatically after they accept your Ignition proposal »

Kick-off your customer onboarding process immediately after your customer accepts your Ignition proposal with this native Pipeline integration!

Start onboarding your customers automatically after they sign your GoProposal »

Want to kick-off your customer onboarding process immediately after your customer signs your GoProposal? You can with Pipeline's native integration!

Send personalized text messages automatically »

Want to send text updates to key stake-holders when certain milestones are reached in your process? Here's how to automate that in Pipeline.

Collect payments in your flow with Stripe Checkout »

Need to collect payment as one of the steps in your flow? Pipeline makes that easy, because it supports a seamless integration with Stripe.

Start qualifying your leads automatically after they book a meeting in Calendly »

Want to kick-off your Pipeline process for qualifying leads immediately after they schedule a meeting in Calendly? It's easy with this native integration from Pipeline!

Start onboarding your customers automatically after they DocuSign »

Want to kick-off your Pipeline process immediately after your customer signs in DocuSign? You can with Pipeline's native integration!

Add Content Variables, Formulas, and Conditions with the Content Wizard »

Transform plain, text instructions into something intelligent, clutter-free, easy-to-understand, and immediately actionable.

Only 40% of companies are able to ensure that expectations from new customers are met »

A smooth onboarding is critical for a new customer, because it sets the tone for the rest of the engagement. If you mess it up, you can do irreparable damage to the relationship.

Let external users track progress »

Want to give your external users (customers, vendors, etc.) the ability track their progress like they can with delivery packages? Pipeline makes that easy!

Process approvals and kickbacks automatically »

It is very common in workflows to have steps where an approval needs to be captured or a disapproval needs to be handled. Pipeline has made handling approvals easy with the Approval step.

Create a seamless and personalized customer experience »

Customers today want an experience that can adapt in real-time to their needs and interactions. With Pipeline, you can personalize every customer interaction so that you can deliver the experience that customers demand today.

Send reminders and follow ups automatically »

If you need someone to do something for you, it's not uncommon to have to follow-up 3 or 4 times. Let Pipeline to automatically send reminders and follow-ups as part of your flow, so that you don't have to worry about it anymore!

Add intentional delay(s) to your Flow »

When managing a flow, there are often scenarios where an intentional delay needs to be added, because the flow should not automatically proceed to the next step. With the Delay step, Pipeline can easily manage this for you.

73% of workers are planning to change jobs in the next 2-3 years »

"The world is entering into a talent migration that's bigger than anything we've seen before," says LinkedIn CEO, Ryan Roslansky. How big? 73% of workers are planning to change jobs in the next 2-3 years, and 40% of workers are actively looking for a new job right now.

Send personalized email notifications automatically »

Tired of sending out email notifications and updates to stakeholders? Use Pipeline to automatically send personalized email notifications as part of your flow, using email-only steps, content variables, and content formulas.

Turn your external steps into a step-by-step wizard »

Do you need your external step owners (customers, vendors, etc.) to provide lots of information to you? Break down your Ask into a step-by-step wizard!

81% of workers lost time because they used the wrong version of a file »

The vast majority of knowledge workers lose time each day on document versioning issues, like searching for the right version of a file or working on an outdated document.

Slow down and give clients a real solution, not a quick-fix »

A quick-fix may seem like the best way to resolve client issues, but taking the time to fully understand and resolve the issue turns clients into passionate promoters.

Level up your process mapping with swimlanes »

Do you have a complex flows with many participants? Need an easy way to see your flow by role? Now you can see your flow as a swimlane or cross-functional diagram!

Make your Smart Instructions even smarter with Content Variables, Formulas, and Conditions »

Transform plain, text instructions into something intelligent, clutter-free, easy-to-understand, and immediately actionable.

Onboard your remote employees and help them build social capital »

The best customer experience starts with successful and competent employees. Increase employee retention and fulfillment by onboarding well and making social capital a priority.

Tidy up with a Step Group »

Calling all tidying aficionados! Whoever said organization was just for the home? Are there steps in your flows that need to be started at the same time, instead of one after another? Organize these steps together into a Step Group!

Your new hire just logged on for the first time. Now what? »

Before they can start contributing and adding value, new hires need to know: what to do, how to do it correctly, who are their key stakeholders, etc. Building that solid foundation isn't going to happen by accident.

Search using #hashtags »

Need a way to quickly find Asks based on keyword? Want to easily group Asks based on a topic? Now, you can with hashtags! Just like you would on Twitter and Instagram, simply add the hashtag(s) to your note.

Transport form field values from one step to another »

Capture form field values on the Create Ask form or a step form and automatically transport that same value into other steps as Smart Instructions.

Balance confidentiality and transparency on your flows »

At Pipeline, we believe in providing transparency on your flows. However, transparency does not mean sharing every detail of your process with everyone. Sometimes, confidentiality may be essential to your business.