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.
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.
Reminders automate your sales follow-up system. Get real-time, customizable alerts for tasks and appointments on desktop & mobile. Ensure 100% activity compliance and boost productivity.
Pipeliner CRM Email Templates: Send perfectly personalized mass emails with speed. Use rich text, drag-and-drop, or full HTML. Includes AI content assistance, sharing controls, and real-data testing.
Stop typing, start selling! Voyager AI is your CRM-integrated assistant. It crafts, polishes, and personalizes professional emails using your Pipeliner data, all for free. Max efficiency.
Master your data. Merge duplicate records with Advanced Mode, choosing the best value for every field. Effortlessly unify Accounts & Contacts in Pipeliner CRM.
Architect efficiency: Control fields, cut clicks with QuickView & Preview for laser focus. Tailor the entire sales workflow.
Pipeliner CRM Projects integrates delivery and strategy directly into your CRM. Gain total clarity with the Objective and Gantt views. Manage post-sale implementation, Account Plans, and internal initiatives flawlessly. Stop juggling tools.
Stop switching apps. Pipeliner CRM offers deep, bi-directional sync with Microsoft 365 (Outlook, To Do, Word/Excel). Unify your Calendar, Contacts, Tasks, and Email tracking to boost sales efficiency and data accuracy.