Pipeliner CRM Notes Management and Integration

There is always a need for notes in CRM--and Pipeliner makes note creation, management and sharing incredibly easy.

Notes about Anything

A CRM solution can have all the functionality in the world—yet there will still be times a salesperson or other CRM user will need to make specific notes about a conversation, an account, an opportunity or a contact.

With traditional CRM applications this was often done outside of CRM  in Notepad or another kind of doc, or even on hard copy sticky notes. It was then saved elsewhere, and hopefully could be retrieved again or shared when needed. Of course it could also be totally lost.

But like most other issues with traditional CRM, Pipeliner has solved this one, too.

Notes Throughout CRM

With Pipeliner, a user can create and save notes

  • from within an Opportunity
  • from within an Account
  • from within a Contact
  • from within an Activity

Notes can also be copied from one place to another, and shared with other users.