Total Visibility—Without Switching
With the Pipeliner CRM Inbox Add-In for Outlook, you can view all Pipeliner contacts, accounts, leads, opportunities, tasks and appointments that are associated with email addresses—without ever having to switch between Outlook and Pipeliner CRM.
All Vital Details
When you receive an email message, the Pipeliner CRM Smart Preview Panel for Outlook brings you detailed information about the sender of the message within seconds. Easily review all related business you have previously done with that contact, including related leads, opportunities, accounts and even activities.
When you click on any email message in your inbox, Pipeliner CRM Inbox Add-In will match the data from the sender and recipients with the data in your Pipeliner CRM:
- Detects Existing Data
- Detects Pipeliner Users
- Relates existing records from Pipeliner to the Sender
- Detects “Unknown” Data
You can then save all the content from the received email message to Pipeliner. If necessary, you can also create and save additional records related to the contact.
You can also call a contact directly from Outlook (over the Pipeliner CRM Mobile App).
From inside the MS Outlook Add-in you can search Pipeliner CRM for:
Plus with the new Quick Edit feature you can:
Add new entities
Save important emails into Pipeliner
When Sending an Email
When sending an email to a client, customer or prospect, you can add other contacts and sales team members right from CRM. You can also attach documents right from CRM.
When Making Appointments
Pipeliner is often used for scheduling appointments. Pipeliner CRM Inbox Add-In for Outlook allows you to add contacts and members of the sales team as meeting attendees, and attached documents to appointments.
Our Inline Editing allows you to quickly update Pipeliner contact information and other data in the MS Outlook Add-in.
For example, your contact just emailed you that their phone number changed – no problem, update it in Outlook Add-in and it is updated in Pipeliner automatically.
Plus you can immediately view other important historical data about your contact or account such as:
Won, Lost or Open Opportunities
Open or Lost Leads
Again Pipeliner CRM information is working for you directly in MS Outlook.
Pipeliner CRM MS Exchange Data Sync
With the Pipeliner CRM MS Exchange Data Sync, you can keep your contacts, tasks and appointments in your users’ Exchange-based email systems in sync with contacts, tasks and appointments in Pipeliner CRM.
- Sync your MS Exchange Contacts bidirectionally between your MS Exchange server and Pipeliner CRM.
- Sync your MS Exchange Tasks bidirectionally between your MS Exchange server and Pipeliner CRM.
- Sync your MS Exchange Appointments bidirectionally between your MS Exchange server and Pipeliner CRM.
Pipeliner CRM creates dedicated folder for you, for contacts, tasks and appointments within your MS Outlook connected to your online MS Exchange server. Every time you add a new contact, task or appointment to the Pipeliner CRM folder, it will get synced between your online MS Exchange server and Pipeliner CRM.
The integration is currently available for all users using online on-demand MS Exchange Server. (The integration does not support MS Exchange on-premise solutions).
The Pipeliner CRM Outlook Suite works perfectly with the Starter, Business and Enterprise version of Pipeliner CRM.