Clients for decades,
not transactions.
Advisory is a long game of consistent follow-ups and referrals. Keep every relationship, review, and introduction moving — from the inbox clients write to.
The long follow-up,
handled.
Prospects take months to decide. Stale-deal alerts and scheduled tasks keep gentle touches going without a single spreadsheet reminder.
- Contacts with full conversation history
- Tasks and due dates per touchpoint
- Stale alerts before relationships drift
- Private pipelines for sensitive prospects
"Easy to use, great Gmail CRM. Clear attention to what is important by the team."
The advisory motion
Keep every referral and review conversation moving.
Use Teamopipe to organize prospecting, introductions, review dates, and relationship follow-up alongside your firm’s approved systems.
Relationship type
Prospect, client, referral partner, professional introducer, or institutional contact.
Referral source
Track which relationships generate introductions and follow-on conversations.
Next review
Record the next scheduled commercial or relationship review.
Household or account contacts
Link the relevant people and organization context where appropriate.
Sales context
Need, interest, next step, owner, and non-sensitive notes relevant to the opportunity.
Follow-up task
Keep the next call, introduction, document request, or meeting visible.
Start with stages that describe a real decision.
The exact names can change. The important part is that everyone understands what must be true before a deal moves forward.
| Stage | What happens here |
|---|---|
| New introduction | Capture the source, contact, and reason for the conversation. |
| Initial conversation | Understand fit, need, timing, and the next appropriate step. |
| Qualified opportunity | Confirm the commercial process and required stakeholders. |
| Proposal / recommendation process | Track the next meeting and administrative follow-up. |
| Decision pending | Keep the outstanding action and owner visible. |
| Client / future review | Schedule the next relationship or commercial review where appropriate. |
Relationship follow-up that fits your stack
Use Teamopipe for prospecting, referrals, review reminders, and commercial follow-up, while regulated records remain in the approved systems your firm already uses.
Starter covers the core relationship pipeline, 3 automations and 2,500 active deals per workspace. Growth adds campaigns, sequences and referral reporting.
Common questions
Start your 14-day Teamopipe trial.
Full access in Gmail or in your browser. No credit card required.