List of Pipeline ROI Customers
Naples, 34108-2396, FL,
United States
Since 2010, our global team of researchers has been studying Pipeline ROI customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Pipeline ROI for Marketing Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Pipeline ROI for Marketing Automation include: Elite Real Estate, a United States based Banking and Financial Services organisation with 750 employees and revenues of $185.0 million, Williamson Group Realty, a United States based Construction and Real Estate organisation with 400 employees and revenues of $70.0 million, Groves Capital, a United States based Banking and Financial Services organisation with 500 employees and revenues of $30.0 million, Polaris Mortgage Group, a United States based Banking and Financial Services organisation with 225 employees and revenues of $25.0 million, Excel Mortgage Network, a United States based Banking and Financial Services organisation with 185 employees and revenues of $20.0 million and many others.
Contact us if you need a completed and verified list of companies using Pipeline ROI, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Pipeline ROI customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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5th Ave Financial Group | Banking and Financial Services | 30 | $3M | United States | Pipeline ROI | Pipeline ROI | Marketing Automation | 2016 | n/a |
In 2016, 5th Ave Financial Group implemented Pipeline ROI on their website. Pipeline ROI is the deployed Marketing Automation application used to capture inbound web leads and orchestrate campaign-driven engagement for the firm.
The implementation emphasizes site-level instrumentation and form-based lead capture, paired with automated email nurture workflows and behavioral tracking that are typical for Marketing Automation. Configuration work focused on embedding Pipeline ROI components into the corporate website, mapping form fields to contact records, and defining segmentation rules and campaign workflows to route inquiries into sales-ready queues.
Operational scope is limited to the corporate website and supports both marketing and frontline sales processes for the 30-employee firm. Governance reflects a small-business model with centralized administration for form maintenance, list hygiene, and campaign scheduling, and operational handoffs to sales for lead follow up.
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Abbey Mortgage Of Ocala | Banking and Financial Services | 10 | $1M | United States | Pipeline ROI | Pipeline ROI | Marketing Automation | 2016 | n/a |
In 2016, Abbey Mortgage Of Ocala deployed Pipeline ROI as a Marketing Automation solution on their website. The Pipeline ROI implementation was embedded in the public site to capture inbound mortgage leads and to instrument visitor behavior for a compact broker team. The deployment focused on web-based lead capture, visitor tracking, and centralized contact records within the Pipeline ROI application. Abbey Mortgage Of Ocala Pipeline ROI Marketing Automation supports the companys marketing and sales outreach from initial web contact through automated nurture sequences.
Configuration leveraged core Marketing Automation capabilities including web forms, automated email sequences, and contact profiling to prioritize and route leads to loan officers. Operational scope was site-centric, used by the firms small marketing and sales staff within the United States, with day to day management inside Pipeline ROI. Governance centered on simple campaign ownership and lead routing rules, aligning intake workflows with sales follow-up procedures. The implementation reads as a compact, website integrated Marketing Automation deployment tailored to a 10 person mortgage firm.
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Accurate Mortgage | Banking and Financial Services | 10 | $1M | United States | Pipeline ROI | Pipeline ROI | Marketing Automation | 2017 | n/a |
In 2017, Accurate Mortgage deployed Pipeline ROI as its Marketing Automation solution on its public website. The implementation focused on embedding Pipeline ROI tracking and lead capture across borrower intake pages to centralize inbound lead generation for the small, ten person mortgage firm.
Configuration emphasized web-embedded tracking, form-based lead capture, and automated nurturing sequences consistent with Marketing Automation capabilities. Pipeline ROI was configured to collect lead metadata, segment prospects, and trigger timed email workflows and on-site behavioral triggers to support marketing to loan origination functions.
Operational coverage remained focused on marketing and loan officer workflows, with the application hosted as a web-integrated layer on Accurate Mortgage's site and administered by internal staff. Governance centered on site-level controls and campaign configuration practices rather than enterprise-grade role segmentation, reflecting the companys size and centralized ownership of marketing automation tasks.
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Action Lending | Banking and Financial Services | 10 | $1M | United States | Pipeline ROI | Pipeline ROI | Marketing Automation | 2016 | n/a |
In 2016, Action Lending implemented Pipeline ROI as their Marketing Automation solution on their website. The implementation was web‑centric, embedding Pipeline ROI scripts and lead capture elements directly into public pages to support inbound lead collection and onsite behavior monitoring.
Configuration focused on core Marketing Automation capabilities, including web lead capture forms, automated email nurture sequences, and visitor activity tracking tied to contact records. Pipeline ROI was used to instrument forms and campaign workflows that align with standard marketing automation functional flows, providing centralized campaign configuration and sequence management within the application.
Operational scope concentrated on marketing and sales functions for the US-based company of roughly 10 employees, with the website serving as the primary intake channel. Governance emphasized process workflows for lead qualification and handoff to sales, with campaign management and on‑site configuration handled by internal staff responsible for lead routing and follow up.
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Affordable Lending | Banking and Financial Services | 10 | $1M | United States | Pipeline ROI | Pipeline ROI | Marketing Automation | 2016 | n/a |
In 2016, Affordable Lending deployed Pipeline ROI on their website. Affordable Lending implemented Pipeline ROI as its Marketing Automation application to centralize on-site lead capture and prospect tracking, with the Pipeline ROI instance embedded in web pages to instrument forms and visitor activity.
Functional use focuses on Marketing Automation capabilities common to the category, including form-based lead capture, automated email workflows, landing page management, and contact profiling to support marketing and sales workflows. Given Affordable Lending's small operational scale, governance is described as lightweight with internal ownership of campaign configuration and lead lifecycle rules, and the deployment is concentrated on the company website as the primary inbound channel.
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Banking and Financial Services | 10 | $1M | United States | Pipeline ROI | Pipeline ROI | Marketing Automation | 2016 | n/a |
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Banking and Financial Services | 10 | $1M | United States | Pipeline ROI | Pipeline ROI | Marketing Automation | 2016 | n/a |
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Construction and Real Estate | 10 | $1M | United States | Pipeline ROI | Pipeline ROI | Marketing Automation | 2016 | n/a |
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Construction and Real Estate | 10 | $1M | United States | Pipeline ROI | Pipeline ROI | Marketing Automation | 2016 | n/a |
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Banking and Financial Services | 10 | $1M | United States | Pipeline ROI | Pipeline ROI | Marketing Automation | 2023 | n/a |
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Buyer Intent: Companies Evaluating Pipeline ROI
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