Instantly save email attachments and documents to the correct CRM record (Account, Contact, Opportunity). Centralize all vital sales files for maximum efficiency and context without leaving your inbox.
Pipeliner CRM transforms Opportunities, Leads, Accounts, Contacts, and Activities from disconnected lists into a unified 360° sales command center. Achieve total team alignment, accelerate decision-making, and close more deals faster.
Send, track, and manage all sales emails directly inside Pipeliner CRM. Get real-time alerts for opens and clicks. Use Mass Email Reports to instantly follow up with hot leads.
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 Online Forms instantly capture leads, update CRM records, and trigger sales automation. Fuel your pipeline with real-time, accurate data and zero manual entry.
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 switching apps! Call and text prospects directly from Pipeliner CRM. Enjoy one-click dialing, business texting, and automatic activity logging for flawless sales reports. Close deals faster.
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.