The Fastest Growing CRM In Financial Services

PIPEDRIVE FS is a CRM software for sales pipeline management, guiding and tracking all your relationships with customers and prospects. It keeps track of where every potential deal stands at every stage of your sales pipeline and allows you to organize all of your sales activities from prospecting to underwriting and ultimately closing.

However, each segment of the financial services industry is unique. Wealth management, insurance, mortgage and banking each have unique products, unique pricing, unique pipelines, unique ways of reporting, unique applications and unique workflows. Each segment has unique organizational hierarchies, goals and incentive programs. Most importantly, each segment has a unique way to manage deals, relationships and portfolios (books-of-business). PIPEDRIVE FS embraces this uniqueness.


ispre-configured for banking, mortgage

(and real estate),

insurance and wealth management and a whole lot more!


Performance Insights has been partnering with financial institutions for 22 years. We are the largest reseller and systems integrator of Pipedrive in the World. We have developed best practice Pipedrive configurations along with additional features and functionality for wealth management, insurance, mortgage and banking. Our configurations are uniquely designed (filters, profiles, pipelines, products, reporting, and workflows) to save time, improve the user experience and improve sales effectiveness and productivity. Now, Performance Insights is partnering with Pipedrive to Introduce PIPEDRIVE FS.

Performance Insights has installed thousands of seats of PIPEDRIVE FS at some of the most prestigious financial institutions in the world including Umpqua Bank, BBVA Compass, The Insurance Center, South State Bank, First Federal Bank, Spring Valley Bank & Trust, Ventura County Credit Union, and Financial Pacific Leasing.

Our client engagements have taught us that financial institutions need help to get it right the first time engage the sales force and have the most productive Pipedrive experience.


The Fastest Growing CRM In Financial Services

Commercial | SBA | Small | Business

Thousands of bankers cannot be wrong when they say they love using PIPEDRIVE FS for Banking.

PIPEDRIVE FS for Banking has been designed by some of the most prestigious banks in the World.

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PIPEDRIVE FS for Mortgage has been designed to integrate with all popular mortgage origination systems and customer application portals.

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Our PIPEDRIVE FS clients are selling property and casualty, life and health, crop insurance and many other types of insurance. PIPEDRIVE FS integrates with your online quoting systems and agency management systems.

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Wealth Management

PIPEDRIVE FS for wealth management has been configured for multiple pipelines for insurance, trust, investments, financial planning and lending.

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The Fastest Growing CRM In Financial Services



PIPEDRIVE FS users report that their installation and training was 100% on time.

50% of installations are in less than one week


Sales Goal

PIPEDRIVE FS users report a 36% increase in goal attainment – compared to before using PIPEDRIVE FS.


Total Cost
of Ownership

PIPEDRIVE FS users report 62% less TCO than their previous CRM system.



PIPEDRIVE FS users report that their employees are more engaged and they have 78% greater utilization than their previous CRM system.



On average, PIPEDRIVE FS users report a 100% ROI in the first six months.

Tim Johnson

The Insurance Center Has Over 200 Insurance Agents

“We have over 200 agents using PIPEDRIVE FS. We provide our individual and business clients with property and casualty insurance coverage along with life and health coverage. PIPEDRIVE FS automates four pipelines and provides our sales managers with custom reports and analytics for sales management and incentive compensation. The Expert Assist and Proactive Support programs are industry changing initiatives. PIPEDRIVE FS is intuitive and easy to use and an important part of our sales culture. Our employees love using PIPEDRIVE FS!”

Brad Bleything

Umpqua Bank Has Over 600 Relationship Managers Using PIPEDRIVE FS – in SBA, Small Business, Commercial, Mortgage, Wealth Management and Leasing.

“We are very excited to be using PIPEDRIVE FS. PIPEDRIVE FS integrates with our loan origination system, our core processor , incentive system and a dozen other systems giving us a seamless (and single-sign-on) sales stack from lead to closed loan. PIPEDRIVE FS has eliminated our spreadsheets and provides cascaded reporting with data from all our sales systems. It is our system of record for coaching, forecasting and incentive compensation. But, most importantly, our relationship managers love using PIPEDRIVE FS!”

The Fastest Growing CRM In Financial Services