Document Management

Brandfolder

Brandfolder now integrates Pipeliner CRM. Brandfolder is a cloud-based asset management solution that provides various processes to organize.

By |2019-06-24T07:25:35+00:00June 21st, 2019|Comments Off on Brandfolder

Adobe Experience

Adobe Experience Manager brings your content management system (CMS) and digital asset management (DAM) together — in one place.

By |2019-06-07T18:55:10+00:00March 18th, 2019|Comments Off on Adobe Experience

Dropbox

Attach your files to any lead, opportunity, contact, or account in Pipeliner CRM.

By |2019-06-07T18:59:09+00:00October 30th, 2018|Comments Off on Dropbox

Box

Attach your files to any lead, opportunity, contact, or account in Pipeliner CRM.

By |2019-06-07T18:59:02+00:00October 29th, 2018|Comments Off on Box

PandaDoc

PandaDoc is a web-based document management solution that allows users to create, deliver, and share documents. Now integrates with Pipeliner CRM

By |2019-06-11T15:13:01+00:00October 28th, 2018|Comments Off on PandaDoc

OneDrive

Use your file from your OneDrive for Business account via MS SharePoint into Pipeliner.

By |2019-06-07T18:58:51+00:00October 27th, 2018|Comments Off on OneDrive

Google Forms

Automatically create leads, opportunities, accounts or contacts from Google Forms attached to your website.

By |2019-06-07T18:58:44+00:00October 26th, 2018|Comments Off on Google Forms

Google Drive

Directly attach Google Drive files to any sales stage of your pipeline and more.

By |2019-06-07T18:58:22+00:00October 20th, 2018|Comments Off on Google Drive

DocRaptor

Docraptor is the best API for creating and sharing beautiful, high-quality PDF and Excel files. Try it today!

By |2019-06-07T19:13:37+00:00October 3rd, 2018|Comments Off on DocRaptor

MongoDB

MongoDB is the best way to work with data in an intuitive way, with maximum flexibility for adapting to changes.

By |2019-06-07T19:14:59+00:00October 3rd, 2018|Comments Off on MongoDB
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