Losing track of where prospects are?
Pipeline keeps every opportunity organised by stage, so you know what has been sent, opened, followed up and is ready to close.
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Why firms choose Engager"In short, if you're an accountant and not using Engager, you're missing a trick. It's an invaluable tool that has significantly improved our operational efficiency and client service."Jason Holden, Founder, Holden Associates
Features / Pipeline
A sales pipeline for accountants & bookkeepers that keeps every opportunity in view
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.
No card details required. Pipeline and every other feature included, from £9 +VAT a month.
Pipeline
The smarter way to manage new business
Pipeline gives you a clear, real-time view of every prospect at every stage of your sales process. From first enquiry to won business, you always know what is in play, what needs action and where to focus. Without a spreadsheet in sight.
Full visibility across every stage
See every prospect at every stage at a glance. The visual pipeline gives your new business activity a clear structure, so nothing is missed, forgotten or left to go cold.
How it works
From first enquiry to signed client
Stages that fit your firm
Set up pipeline stages that reflect how your firm sells, whether that is two steps or ten.
Linked to proposals
When you send a proposal, your pipeline updates automatically.
Full prospect history
Every prospect record holds its history, from first contact and proposals sent through to the outcome.
Straight into onboarding
When a prospect accepts, they move into your client base ready for onboarding, with no re-keying.
Loss reasons captured
When a prospect does not convert, Engager records why, so you can spot patterns over time.
Know where to focus
Stage and activity show you when to follow up, so you are not relying on memory or sticky notes.
Common challenges
Problems Pipeline solves
Forgetting to follow up at the right moment?
With a clear view of each prospect’s activity and stage, you always know when it is time to get in touch.
Not sure why you are winning or losing work?
Track outcomes across your pipeline and capture loss reasons when prospects do not convert. Use real data to improve your conversion rate.
Re-keying details when a prospect signs?
When a prospect accepts, Engager moves them into your client base ready for onboarding, with no manual re-entry.
Reviews
Rated Excellent by accountants and bookkeepers
4.6 out of 5 from 199 reviews on Trustpilot, 181 of them five stars.
“Moved over from another practice management system and I’m so pleased I did. My only complaint is why I didn’t do it sooner!”
“Finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing.”
“It keeps everything in one place, and has taken a lot of admin stress off our plate. It was built by an accountant for accountants, and you can really tell.”
Works together
Features that work with Pipeline
Quote, sign and onboard new clients in the same place you track them.
Questions
Pipeline FAQs
Can I customise the stages in my pipeline?
Yes. Set up pipeline stages that reflect how your firm works. Whether you have two steps or ten, you can build a process that fits your sales journey.
How does the pipeline connect to proposals?
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.
Can I see the full history of a prospect?
Yes. Each prospect record holds a complete history of activity, from first contact and proposals sent through to the outcome.
What happens when a prospect converts to a client?
When a prospect accepts, Engager moves them through the pipeline and into your client base, ready for onboarding, with no manual re-entry.
Can I track why I am losing prospects?
Yes. When a prospect does not convert, Engager captures the reason. Over time this helps you understand patterns and improve your win rate.
Is Pipeline included in my subscription?
Yes. Pipeline is included in every Engager plan, alongside every other feature and unlimited users. You can try it free for 28 days with no card details required.
Pricing
Practice management software pricing, made simple.
One price for your whole practice, based on how many clients you look after. Every feature and unlimited users included.
Work out your price
Enter your number of clients or drag the slider.
For small teams
£89+VAT
a month
a month
Billed monthly.
- Secure client portal
- eSigning capabilities
- Mobile app access
- Branded client experience
- Automated emails
- Task management
- Document templates
- Unlimited users
- UK-hosted, Cyber Essentials certified
No card details required.
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