Native Email Integration

Pipeliner CRM includes full email integration—from within the application. While the number of communication platforms and applications continues to mount daily, there is one which has been there since the beginning, and which will very likely always be with us: email.

In the past, email integration with CRM has often been problematic: Email might be integrated with your CRM application if the email clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. Save and your CRM were from the same vendor. Or some cross-platform integration might have been possible. Or, in many cases, there was no integration and the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. always had to go outside CRM and handle email with its native email client only.

But with Pipeliner… virtually all email integration is possible, and email can be seen, responded to and stored from within CRM.

Email Feed

As part of your Pipeliner account, contact and opportunity views, there is a Feed section which displays communication from email, social media, and notes from phone calls and meetings. Your Feed is your visual display of all communication taking place regarding that 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., contact or opportunity.

When an email has been received, it will show up in Feeds so it can be seen.

Your Feed can be customized so that you only see the communication you really need to see.

Email Activity

From within the Feeds section you can also read and respond to email from any of your contacts—no need to leave CRM to view and handle email.

Email Client Integration

Many companies and users have particular email clients they have always used and don’t want to give up—the most common being MS Outlook and GmailPipeliner fully integrates both of these, so that you can view and handle email for either of these email clients from right within Pipeliner.
Email integration is yet another reason why Pipeliner is your total CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. and is your instant intelligence, visualized.

Feature Available In These Products & Plans
Pipeliner Cloud
StarterBusinessEnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.Unlimited

Some Other Highlights:

Entering email, contact or URL will immediately start an online search for publicly available information, such as address, title, social media and more.

Make specific notes about a conversation, an account, an opportunity or a contact.

Screenshots

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