Sales Roles

Send and Track Emails directly from Pipeliner CRM

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.

2025-12-09T15:02:12+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

Reminders

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.

2026-01-08T11:31:20+00:00

Online Forms

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.

2026-01-09T14:14:37+00:00

Customizable Email Templates (Text & HTML)

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.

2025-12-03T12:14:17+00:00

Calling & Text Messages

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.

2026-01-09T14:08:06+00:00