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.
In-App Notifications: Never miss a critical deal update. Get hyper-relevant, real-time alerts instantly when team members change a record you own or watch. Act faster, collaborate better, and close more.
Pipeliner CRM’s Duplicate Checker uses LSH matching and proactive widgets to prevent, find, and auto-merge duplicate records, ensuring a single, accurate customer view.
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.
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.
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.
Master your data. Merge duplicate records with Advanced Mode, choosing the best value for every field. Effortlessly unify Accounts & Contacts in Pipeliner CRM.