Box Integration with Pipeliner CRM: Your Files, Managed

Store your files in the Cloud, and your team can share them much more easily here on Earth. Collaborative file sharing means more productive sales activities for your sales force.

About the Box App for Pipeliner CRM is a free service that allows you to store files in the Cloud so you can easily share them with others and access them conveniently from anywhere. With the Box for Pipeliner app, you can collaborate with your sales team on documents and use them to improve your team’s sales effectiveness.

  • Document sales best practices to drive sales team actions.
  • Share and collaborate on documents.
  • Attach files to leads, opportunities, contacts, and accounts in Pipeliner CRM.
  • Add your sales best practices to any stage in the sales process — make it easy for your team to the right thing!

Key Features

With a account and your Pipeliner CRM account, using the app is easy! Work both online and off using the Box App for Mac, Windows PC, and tablet devices.

Pipeliner CRM’s Box App is FREE of charge with your Pipeliner CRM account. Here’s how to get set up!

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.