Web Clipper

The Pipeliner CRM Web Clipper turns your browser into a powerful leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity.-generation engine. Effortlessly capture valuable dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. from anywhere on the web and instantly turn it into actionable insights in Pipeliner CRM.

The Challenge: The Digital Wild West

Your next great lead could be a LinkedInLinkedIn LinkedIn is a social network for the business community. profile, a company’s “About Us” page, or a news article about a key industry player. But manually copying and pasting information is slow, prone to errors, and a surefire way to lose momentum. You need to focus on what matters: building relationships and closing deals, not on data entry.

The SolutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges.: Clip, Capture, and Close

The Pipeliner CRM Web Clipper is your personal assistant for the web. With a single click, you can capture crucial information from any webpage and instantly save it into Pipeliner CRM as a new lead, accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., contact, or task. It’s smart, it’s fast, and it’s built to accelerate your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology..

Key Benefits & Features:

• Effortless Data Capture: Clip entire web pages or highlight specific text. Whether it’s a competitor’s productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. description or a prospect’s email address, the Web Clipper gets it all into Pipeliner CRM without the hassle of copy-and-paste.
• Intelligent & Automated: Our Smart Clipping technology recognizes popular sites like LinkedIn. It automatically pulls key details like a contact’s position, email, and phone number, saving you precious time and ensuring you have the most complete profile possible.
• Stay Organized, Stay Focused: Create new Leads, Accounts, Contacts, Opportunities, and Tasks directly from your browser. The Web Clipper helps you keep all your prospects and projects perfectly organized within Pipeliner CRM, so nothing falls through the cracks.
• Preview Before You Save: Never save bad data again. Our integrated preview screen lets you review and enrich the clipped information before it’s officially added to your Pipeliner CRM database.

See It in Action:

Imagine you’ve just found a promising prospect on LinkedIn. Instead of manually typing their name, company, and title into your CRM, you click the Pipeliner CRM Web Clipper extension. In seconds, all their public information is captured, organized, and ready for you to turn into a sales opportunity.

Duplicate Detection: Avoid a messy CRM. The Web Clipper instantly notifies you if a record already exists, preventing duplicate entries and keeping your data clean and accurate.

Get the Web Clipper and transform your prospecting today!