Every opportunity moves.
Nothing sits idle.
The high-velocity pipeline for financial teams. Stop idle time with automated signals and data-driven follow-ups.
Built for financial product teams. Data-driven automation you control.
Platform
Your pipeline, always moving.
Data-driven insights keep it that way.
Opportunities die when they sit. Zipd uses activity and engagement data to ensure every opportunity has an actionable next step — and someone accountable for it.
Data-driven next steps
Zipd analyzes activity and engagement to surface the next actionable step — approve, skip, or redirect.
No opportunity goes untouched
Every deal has a clear next step and owner. Alerts flag stalled items with re-engagement context.
Pipeline moves, not meetings
Opportunities advance through automated task cascades at each stage. Focus on actions, not admin.
Your rules, consistent execution
Define your playbook with custom stages and task templates. Zipd applies them consistently.
Features
The tools behind
every pipeline
move.
Every feature exists to keep opportunities moving forward and give your team clear, actionable next steps.
Separate pipelines, unified view
Dedicated pipelines for every product line with unique stage logic.
Automated task cascades
Tasks auto-create with owners and deadlines as opportunities move, ensuring zero missed follow-ups.
Priority scoring that actually works
Rank opportunities by value, staleness, and engagement signals, not gut feel.
Templated outreach and follow-ups
Review and send drafted emails or call scripts based on surfaced next steps.
Linked contacts and products
Complete visibility into how people, companies, and products connect to every opportunity.
Your rules, consistent execution
Control your playbook with custom permissions and automated execution thresholds.
Why teams switch
The problems you already know about.
Without Zipd
With Zipd
Without Zipd
Opportunities sitting idle
With Zipd
Automated rules trigger instant next steps
Without Zipd
Opportunities going cold unnoticed
With Zipd
Configurable alerts flag idle deals for re-engagement
Without Zipd
Follow-ups forgotten in the noise
With Zipd
Tasks auto-create with owners and deadines
Without Zipd
Pipeline reviews based on guesswork
With Zipd
Live activity trails provide data-driven moves
How it works
How Zipd keeps
your pipeline alive.
Set your playbook
Define stage logic, task templates, and automation rules that Zipd applies consistently.
Automated insights
Zipd analyzes activity to surface stalled deals and highest-impact next steps automatically.
Approve or adjust
Review data-driven recommendations and move deals forward with automation doing the heavy lifting.
Never lose a lead
Keep every deal focused with an owner, a next step, and a deadline that never goes cold.
How many opportunities are sitting in your pipeline right now?
Zipd shows you what needs attention and what to do about it. Set up in minutes. No credit card, no sales call.
Free for small teams. Cancel anytime.