Document Management

Keen

Keen allows you to make your value visible with custom, embedded analytics without the hassle or high risk.

By |2020-04-09T16:14:52+00:00October 3rd, 2018|Comments Off on Keen

Huddle

Huddle is an industry leading document collaboration apps that allows teams and enterprises to work together. Integrate Huddle with your Sales CRM today!

By |2020-04-09T15:34:32+00:00September 26th, 2018|Comments Off on Huddle

dotloop

dotloop now integrates Pipeliner CRM. dotloop is a productivity optimization and online transaction platform made for real estate industry.

By |2019-06-07T19:06:58+00:00July 10th, 2018|Comments Off on dotloop

Clio

Clio integrates with Pipeliner CRM. Clio helps legal professionals manage their operations, information, schedule, and almost all office processes.

By |2019-06-07T19:07:17+00:00July 10th, 2018|Comments Off on Clio

PandaDoc

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

By |2020-04-21T21:18:37+00:00July 10th, 2018|Comments Off on PandaDoc

WebMerge

Integrating WebMerge service to Pipeliner CRM can reduce the amount of paperwork in your Sales Process.

By |2020-02-20T16:03:01+00:00July 10th, 2018|Comments Off on WebMerge

Google Drive

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

By |2020-04-21T15:50:34+00:00June 25th, 2018|Comments Off on Google Drive

MS SharePoint

Attach any MS SharePoint file to your data in your sales pipeline in Pipeliner.

By |2020-04-21T15:49:43+00:00May 30th, 2018|Comments Off on MS SharePoint
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