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Agent library / Prospects and proposals / Prospect pipeline report

Prospect pipeline report

Every week PitCrew pulls your pipeline from the CRM: new inquiries, discovery meetings, proposals out, clients signed and where each came from. It sends the summary to the partners.

When it runsWeekly, before the pipeline meeting
Who approvesPractice lead
Works withCRM, email
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How it works

4 steps.

  1. Pulls the pipelineProspects by stage from the CRM
  2. Counts and comparesThis week against last week and the year so far
  3. Flags stalled prospectsNo activity for longer than your threshold
  4. Sends the summaryTo the partners by email

What it reads and what it produces

Reads

  • Prospects and stages in the CRM
  • Referral sources

Produces

  • A weekly pipeline summary
  • Stalled prospects by advisor
  • Closes by source

Rules it follows

  • Read onlyIt reads the CRM and does not change records.
  • Uses your stagesCounts follow the stages your firm defines.

Questions firms ask

Last updated: October 2026

Will it change our CRM records without asking?

No. Every update is shown to a person first. Nothing is written until it is approved.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

More in Prospects and proposals

See all of Prospects and proposals →

Inbound lead intakeLogs every website, phone or email inquiry, checks it against your minimums and drafts a reply offering a first call.Background and sanctions screeningRuns identity and sanctions checks on a prospect before you invest time, and logs every result.Risk profile scoringScores a completed risk questionnaire with your firm's method and flags answers that don't fit together.Prospect proposal from statementsReads a prospect's statements and builds the current versus proposed comparison for the advisor.Lost prospect follow-upReminds advisors to check back with prospects who did not sign, and drafts the note.
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We build it with you, from data access to the first production run in 5 working days.

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