Office 365 Email & Templates Add-in

Introducing MS Office 365  Email Add-in for Pipeliner CRM

Gartner estimates that 1 in 5 corporate employees now uses an Office 365 cloud service and Office 365 is the most widely used cloud service by userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. count.

That is why we continue to leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. the CRM field with better, deeper and more productive add-ins for Microsoft Office 365.

Office 365 › Sending Emails From Pipeliner

  • Send emails directly from Pipeliner CRM using Office 365

  • Send group or individual emails

  • Compose emails using Rich-text formatting

  • Attach files and embed links

  • Plan follow-ups and log sent emails

Pipeliner Automation Hub

Automation Hub

This is a direct integration, developed by Pipeliner CRM.

Resources

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..

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