Track every prospect from first contact to signed client, all in one place. See where each opportunity stands, spot what needs your attention, and never let a potential client slip through the net. Less chasing, more converting.
Engager’s Pipeline gives you a clear, real-time view of every prospect at every stage of your sales process. From initial enquiry to won business, you’ll always know what’s in play, what needs action, and where to focus your energy. Without a spreadsheet in sight.
See every prospect, at every stage, at a glance. Engager’s visual pipeline gives you a structured view of your new business activity so nothing gets missed, forgotten, or left to go cold.
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Engager’s Pipeline keeps every opportunity organised by stage, so you always know what’s been sent, what’s been opened, what’s been followed up, and what’s ready to close.
With a clear view of prospect activity and stage, you’ll always know when it’s time to reach out. No more relying on memory or sticky notes, your pipeline tells you exactly where to focus.
Track outcomes across your pipeline and capture loss reasons when prospects don’t convert. Use real data to refine your approach and improve your conversion rate over time.
Everything you need to know about Engager’s Pipeline feature. Still have a question? Email support@engager.app any time — we’re always happy to help.
Proposals are included in every Engager plan — no add-ons, no hidden fees. Scalable for any size practice, starting at £9+VAT per month. See our full pricing matrix below.
Yes, Engager lets you set up pipeline stages that reflect how your firm actually works. Whether you have two steps or ten, you can build a process that fits your sales journey.
Seamlessly. When you send a proposal through Engager, your pipeline updates automatically, so you always know which prospects have been quoted, and what stage each one is at.
Absolutely. Each prospect record holds a complete history of activity, from first contact and proposals sent through to the outcome, so nothing gets lost between conversations.
When a prospect accepts, Engager moves them through the pipeline and into your client base, ready for onboarding, with no manual data re-entry needed.
Yes. When a prospect doesn’t convert, Engager captures the reason. Over time, this data helps you understand patterns and make changes that improve your win rate.
Enjoy unlimited users at no extra cost.
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Emails
Task Management
Document Templates
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Emails
Task Management
Document Templates