Administrators

Email Personalization

In modern sales, generic outreach is the enemy of revenue. Pipeliner CRM’s Email Personalization uses your customer data to craft one-to-one messages, even when sent to the masses.

2025-12-16T16:03:22+00:00

Email Domain Restrictions

Pipeliner CRM’s Email Domain Restrictions feature solves this by acting as an intelligent gatekeeper between your email provider (like Office 365 or Exchange) and your pipeline.

2025-12-10T17:15:32+00:00

SharePoint Integration

End the file-hunt hassle. Pipeliner CRM's seamless SharePoint & OneDrive integration lets you attach and access the latest documents directly from any record, ensuring accuracy and boosting team productivity.

2025-12-09T15:12:52+00:00

Google Drive Integration

Stop searching and start selling. The Pipeliner CRM + Google Drive integration links your critical sales documents instantly to your CRM records. Achieve superior document integrity and collaboration for every deal.

2025-12-09T15:01:44+00:00

Google Appointments, Contacts & Tasks Sync

Stop wasting time switching apps. Pipeliner CRM syncs seamlessly with Google Calendar, Contacts, and Tasks. Get real-time, bi-directional updates and a unified sales workflow.

2025-12-09T15:00:03+00:00