Pipeliner CRM Calling & Text Messaging

In the fast-paced world of sales, every click and every moment of context switching are barriers to revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.. The Pipeliner CRM integrated Calling & Text MessagingMessaging Messaging is the process of communicating your brand’s value proposition, the benefits you offer, and the perceived meaning of such communication among your target audience. feature is designed to shatter those barriers. Stop toggling between your CRM, your desk phone, and your mobile app. Pipeliner CRM eliminates communication silos, enabling your sales team to connect directly with prospects and customers from within the Pipeliner CRM web application.

The result? You spend less time logging activities, enjoy cleaner 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., and dedicate more energy to closing deals and nurturing relationships.

Maximize Efficiency: The End of Communication Silos

Pipeliner CRM’s integrated communication tools ensure your team operates at peak efficiency. With the ability to initiate outbound calls and send both one-off and mass text messages directly within the CRM, you never have to leave your core sales environment.

This means no more switching applications to make a call or send a quick follow-up text. Every communication is handled in one place, which, over the course of a day, saves every sales rep precious time that can be reinvested into strategic selling and pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. growth.

Flawless Data Capture: Ensure Perfect Activity Logging

One of the most significant headaches for sales management is inaccurate or incomplete activity logging. When your team uses external tools for communication, the data capture often falls through the cracks. Pipeliner CRM solves this critical problem.

With our integrated feature, calls are automatically logged, the precise call duration is tracked, and you are immediately prompted to add comprehensive call notes and select a standardized Call Outcome. This guarantees perfect activity logging, every time. You ensure accurate, real-time data for reliable forecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors., powerful coaching, and compliant record-keeping. The days of manually tracking call times and entering details are over.

Accelerated Follow-Up: Scale Your Outreach Instantly

Timely follow-up is the undisputed key to higher conversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. rates. Pipeliner CRM makes scaling your outreach immediate and straightforward with our robust Text Messaging capabilities.

Use the Mass Text Messaging function to instantly reach highly segmented lists of contacts—whether they are recent event attendees, cold leads needing a warm-up, or customers approaching an expiring contract. This capability enables you to scale your outreach effortlessly, sending targeted, personalized messages quickly without needing to export lists or use an external service. It’s an efficient way to make customized contacts that drive rapid responses.

Professional Consistency: Control Your Caller ID

Maintain a consistent and reliable professional presence with every interaction. Pipeliner CRM offers flexibility and control over your communication identity. You can utilize a dedicated Pipeliner CRM VOIP number—which is required for two-way text messaging and can also be used for calling—or verify your existing personal phone number to use exclusively for outbound calls.

Regardless of the option you choose, your team maintains a consistent, reliable number for all customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. outreach. Furthermore, Pipeliner CRM offers dedicated Call and Message Forwarding options, ensuring that if a prospect calls your VOIP number instead of texting, the call is instantly routed to a live number, guaranteeing you never miss a critical conversation.

Deep Dive: How Pipeliner CRM Powers Your Communication Workflow

Effortless Calling from Your Browser

Pipeliner CRM allows you to initiate a call with a single click from any contact or 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. record. This is pure Click-to-Call Simplicity. During the call, the in-browser calling widget displays essential information, reminds you of the number serving as your caller ID, and even provides a dial pad for easily navigating automated phone systems. Once complete, your call duration is automatically captured, and the system prompts you for notes and an outcome before seamlessly saving the record to the contact’s activity feed.

Game-Changing Two-Way Text Messaging

Our robust texting capabilities transform your sales follow-up. Using a purchased, dedicated Pipeliner CRM VOIP number (available in US, CA, UK, and AU), you can send and receive professional, logged text messages.

• Two-Way Conversations: Never Miss a Critical Response. Optional Email Message Forwarding ensures you receive an email notification of any text message reply sent to your VOIP number.
• Mass Texting for Outreach Campaigns: Quickly select a list of filtered contacts from your List View and send a personalized, logged text message to hundreds of prospects in seconds. This is the perfect tool for time-sensitive announcements or rapid follow-up campaigns.

Smart Reporting & Analysis

Sales leaders need actionable data, not just activity counts. Pipeliner CRM’s integrated calling adds two powerful system fields to your reporting module: Call Outcome and Call Duration. This allows you to gain deep insights into your team’s performance, enabling you to analyze which call strategies and what duration 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. to the most successful outcomes, thereby optimizing your entire sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology..

Seamless Administration and Compliance

Pipeliner CRM ensures that managing this powerful feature is secure and straightforward.

• Integrated Billing: Administrators can easily track usage, monitor total call and messaging costs, and purchase Call Credits directly from the Automation Hub, ensuring uninterrupted service.
• Compliance Control: We simplify compliance. Recipients can automatically unsubscribe using standard keywords (STOP, END, etc.), and the “Unsubscribed” status is instantly logged in Pipeliner CRM, minimizing your risk exposure.
• Granular Permissions: Administrators have complete control, able to manage VOIP numbers, reassign them to new users, and update UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Roles to specify who can purchase numbers or access the feature.

Ready to Unify Your Sales Communication?

Stop losing valuable time and critical data to disjointed communication tools. Pipeliner CRM’s Calling & Text Messaging is the professional, integrated solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. designed for high-performance sales teams.