Automate your workflow with our Opportunity Pipeline

The latest enhancement to our Infynity CRM delivers one of the most powerful tools yet, allowing brokers to automate their workflow, manage deals in one place and deliver a better customer experience. Keep scrolling to earn more.

We've revolutionised your sales workflow

We are proud to announce the roll-out of our biggest Infynity CRM enhancement and the next evolution of our sales toolkit– the Opportunity Pipeline. With a fresh new layout designed to deliver consistency and clarity, as well as a host of new features to dramatically improve your workflow, users can get an immediate understanding of where their deals are at and update them all in the one place. Keep scrolling to learn more about our enhanced features, including:

Opportunity ‘Card’ Layout
Fly Out Menu
Task Checklists
Automated workflows

Wanting to learn more? Book a live demo with our Infynity CRM training team.

Discover the power of our Opportunity Pipeline in just 2 mins...

As the most important tool for any mortgage broker looking to manage their pipeline, our Opportunity Pipeline feature comes jam packed with innovative features to streamline and enhance the sales process. Check out the 2 min video below to discover just how powerful it truly is.

Automated Workflows

Probably the most powerful new feature of our Opportunity Pipeline is the Automated Workflow tool. All users have the ability to create their own workflow and automate it based on actions & triggers.

For instance, users will be able to create a checklist of tasks and set up an automated communication (which extends to email, SMS, sending a Fact Find, assigned tags and assigning brokers).

As certain steps need to be taken before an automation is set, clarity has been a priority in creating screens for Workflows. Clear labels, descriptions and tooltips are provided every step of the way to ensure users are confident in every interaction.

Fly Out Menu

The Flyout Menu has been updated with brand new checklists that contain ‘tasks’. Users can also add notes on the go, whilst they receive feedback from the client or need to jot down important information.

Adding Tasks

Tasks are nestled inside checklists for better organisation, and users can choose to automatically apply template checklists through the Workflows screen. Template tasks are available, however users can also create custom tasks to suit their own workflow. When hovering over tasks and checklists, the edit and delete buttons also show. Tasks can also be dragged to re-order them.

Add Notes

One of the most important features in the fly out menu is the notes section. This allows users to quickly and easily make notes on the go, helping to save important client information.

'Card' Snapshots

Anyone using our existing pipeline will be familiar with our ‘card’ layout, but we’ve taken it to the next level by redesigning the layout and adding even more information such as Opportunity Due By Date and Next Task Due by Date. We’ve also introduced new colours to signal urgency and highlight important items.

Creating Task Checklists

Tasks are nestled inside checklists for better organisation, and users can choose to automatically apply template checklists through the Workflows screen.

All users have the ability to design custom task lists or simply use the template lists in the system.

Book a demo

Our Infynity CRM is the most intuitive and innovative platforms available to brokers today.

Book a free demo by clicking the button below and completing the form.

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Speak to us today

We are ready to answer any questions you may have! Complete the form or get in touch using the information below.

Phone

1300 FINSURE (1300 346 787)

Email

enquiries@finsure.com.au

Head Office

27/10 Carrington St, Sydney NSW 2000