We know that banks use other platforms in addition to their CRM tool. We’ve done our best to save them time, clicks, annoying scrolling, and the shock of noticing that they have 37 tabs open. We’ve accomplished this by making integrations available right from within Pipeliner CRM!

Integrations with other Apps

Pipeliner has CRM integrations with 50+ popular apps, so agents can work more efficiently. These include:

Email, Calendar, Contacts and Tasks—We have deep email and Google CRM integrations with all the main mail services: Office, Outlook, Gmail, as well as GoogleDocs.

Accounting Apps—Manage invoicing and bookkeeping with apps like QuickBooks, Xero, and FreshBooks.

MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. Automation—Use many of the most popular automated solutions for your email marketing outreach, synced up to your Pipeliner CRM system. For email campaigns, for instance, we support MailChimp, ExactTarget, Act-On, Marketo, Constant Contact, VerticalVertical Vertical refers to a market where a business targets only a small subset of customers such as a specific industry, sector, profession, or niche. For example, manufacturers of jet plane engines cater only to companies that produce or maintain jet planes. Response, Mad Mimi, and more.

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. Import and Synchronization—Have access to the best data and the best intelligence and accelerate your sales from within your CRM. Explore useful contact integrations with apps like Capture!, Import2, and Brandizi. Store your information safely on Dropbox, Box.com, and GoogleDrive—and access it from within Pipeliner CRM

Support, Chat, and Helpdesk—Manage customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. support, customer service, tech support and track them from within Pipeliner CRM with FreshDesk and ZenDesk. Manage chat functionality on your site with Olark.

Document Creation and Quote Management—Connect documents and quotes to any stage of your deals in Pipeliner CRM with PandaDoc. Connect Dropbox, Box.com, and GoogleDocs to Pipeliner so everyone has the latest version and stays on the same page.

Social Media (if applicable)—Connect Pipeliner CRM to all the major social channels and track your social success with our Klout integration.

Event Creation and Tracking—You and your team can coordinate your calendars, conduct GotoWebinars, and handle ticketing through EventBrite to help you keep organized when events have to be perfect. It happens in your CRM.

Custom Integrations

Our CRM integration strategy is to work with partners who enable users to build custom workflows for business productivity. We feature an open API in C#, Java, PHP, Ruby Software Development Kits (SDK’s), which can be accessed and integrated easily by other vendors (and app integrators).

We’re alway open to the most popular app and platform integrations — feel free to make a suggestion on our Feedback Forum! Check back often!