Description
The Complete Gravity Forms Pipeline & Workflow Management Solution
Gravity Pipeline Pro takes everything in the free Gravity Pipeline plugin and supercharges it with unlimited power, advanced team management, deep customization, and — for insurance agencies — a direct sync to your Agency Management System (AMS). It’s the most capable Gravity Forms Kanban board and workflow tool available for WordPress.
Everything in the Free Version, Plus:
Unlimited Columns & Full Board Customization
- Unlimited Pipeline Stages — Create as many columns as your workflow demands. No artificial limits on boards or stages.
- Archive Drop Zones — Keep your active board clean with dedicated “Won/Sold” and “Lost/Dropped” archive areas. Close an entry with a drag; it’s out of the way but never deleted.
- Board-Level Styling — Customize column colors, labels, and layout to match your brand and team conventions.
Advanced Filtering & Views
- Saved Filter Templates — Build and save complex filter combinations (by form field, date, assignee, stage) so your team can instantly switch between views like “My Open Leads” or “This Week’s Proposals.”
- Entry History & Audit Trail — See a full chronological history of every status change, note, and action taken on any entry — so nothing ever falls through the cracks.
- Quick Search — Find any entry on the board instantly by name, email, or any form field value.
Team Management
- Multi-User Assignment — Assign any pipeline card to one or more team members. Each user sees their own workload at a glance.
- Role-Based Access — Control which team members can view, edit, or move entries across your pipelines.
- In-Card Notes & Activity Feed — Leave notes directly on entries and track the full conversation history for every lead or project.
- Task Creation — Create follow-up tasks linked to specific entries so nothing gets forgotten.
AMS Sync — Built for Insurance Agencies
- Direct NowCerts Integration — Automatically sync Gravity Forms submissions to your NowCerts AMS as insureds, prospects, or opportunities. No manual data entry.
- Smart Duplicate Detection — The sync checks for existing records by email, business name, or DBA before creating new ones — preventing duplicate insured or prospect records.
- Field-Level Mapping — Map any Gravity Forms field to any NowCerts field with multi-source mapping: pull from multiple form fields, concatenate values, or use first-non-empty logic.
- Record Sale Modal — Log a closed sale with placement, premium amount, and effective date per product line — directly from the pipeline card.
- View in AMS Button — Jump directly from any pipeline card to the corresponding record in NowCerts with a single click.
- Conditional Sync Rules — Control exactly which form submissions trigger an AMS sync, and which fields get created or updated.
Notifications
- Stage-Change Triggers — Fire custom notifications when an entry moves into a specific stage — email, webhook, or Google Chat message.
- Assignment Notifications — Automatically notify team members when an entry is assigned to them.
Who Needs Gravity Pipeline Pro?
- Insurance agencies using NowCerts who want a frictionless lead-to-AMS workflow
- Sales teams managing high volumes of leads from Gravity Forms
- Operations managers who need multi-user pipeline visibility and accountability
- Agencies running complex, multi-stage client onboarding or project delivery workflows
Gravity Pipeline Pro is a one-time purchase. No recurring subscription. One license covers your site — including all future updates during your license period.
