File Management Made Easy - OneDrive & Pipeliner CRM

OneDrive brings unified file management to Pipeliner CRM’s MS SharePoint (Office 365) integration. Sales teams can manage, store, sync, and collaborate on documents of any size.

About

OneDrive is an organized place for all your files. Store, sync, share, and easily collaborate on files securely for businesses of any size.

Combined with Pipeliner CRM, your files append to Contact and Account records, making them easily accessible for each sales team member as part of their workflow.

Key Features

OneDrive Files within MS SharePoint
OneDrive Files within Pipeliner CRM

If you’re using the Pipeliner CRM MS SharePoint (Office 365) integration, you can manage, store, sync, share, and collaborate on files in Pipeliner CRM.

  • Add Documents to any step of the sales pipeline, enabling better collaboration between your content marketing efforts and sales.
  • Share and collaborate on documents with your entire team.
  • Append your files with just a few clicks to any lead, opportunity, contact, or account in Pipeliner CRM.
  • FREE of charge with your Pipeliner CRM account