Pipeliner CRM Geolocation
Fully Integrated Mapping for CRM.
Always know where your sales are happening
We know that sales isn't all about sitting at your desk. You need to get out there--meet people, make site visits, conduct presentations and demonstrations.
When you go to visit a client or prospect, you will of course need to know how to get there. So that you don't have to go outside Pipeliner, we've developed our Geolocation feature for both the mobile and desktop versions of Pipeliner CRM.
On your Pipeliner CRM Mobile CRM, you can view the map location of your account/contact and include the distance
Configure a custom field to display Google Maps within account or contact forms
Using the options settings, narrow down the records you would like to view on the map
When an account or contact's physical address have been entered in Pipeliner's account or contact form, their address will automatically be mapped in the mobile version--in other words, right there on your mobile device. Look no further.
This is especially useful when visiting a city you're not familiar with. Geolocation will show you your prospect's or customer's location in relationship to your current location, including distance.
From Your Desktop
Even when you're at your desk, you'll want to know where your prospects and customers are located.
Our desktop CRM version includes Google Maps Integration, utilizing street address, city, and country field information to display locations within maps.
To fully take advantage of this feature, you will need a Google account. The Google account is free and has numerous advantages including Google Maps Pipeliner CRM integration, so we highly recommend you obtain an account if you haven’t already done so.
With Pipeliner CRM Google Maps Integration you can:
- view a single account/contact record on the map. On your Pipeliner CRM Mobile CRM, you can view the map location of your account/contact and include the distance.
- using the options settings, narrow down the records you would like to view on the map. Once, the map is open you can review the information about the selected contacts/accounts on the map.
- configure a custom field to display Google Maps within account or contact forms.
Currently you must sign up for our Geolocation feature, which you can do here - Geolocation sign up. Note that this feature is available for Starter, Business and Enterprise versions of Pipeliner CRM. It is not available for Personal or Personal Plus.