Pipelines are Cool. Smarter Pipelines are Better.

You’ve got a lot to keep track of. NextAgency’s pipelines make that easier. The pipeline view enables you to track prospects and clients as they move through your sales and service stages. See what’s moving, what’s stuck, and what needs attention, all at a glance. Whether you’re managing new group proposals or tracking service requests like plan changes or COBRA processing, you can build pipelines that reflect your real workflow.

Updating information is easy. Just drag-and-drop from one stage (or milestone, if you prefer) to the next. Now we’ve made NextAgency’s pipelines smarter and more useful.

You can now save and customize your own pipeline views. That means tracking new leads, at-risk renewals, or open service cases without rebuilding your filters every time. Sales team? Create a pipeline to manage every quote in play. Service team? Use a separate one to follow up on plan changes or document requests.

We also added estimated revenue tracking by pipeline, so you can prioritize deals with the most potential. Want to know which open cases represent the most revenue? It’s all there — automatically updated, no spreadsheet required.

Smarter pipelines mean creating as many pipelines as you want for the insights you need. That way your teams can see what’s relevant to them — and nothing they don’t need.

It’s another way we save you time, money and clients while making NextAgency even more user-friendly.