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.
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.
Transform complex sales data into actionable insights instantly. Pipeliner CRM Pivot Tables offer cross-dimensional analysis, real-time metrics, and drill-down functionality. Analyze opportunities by step, industry, and value—all in one place.
Transform raw CRM data into instant, actionable insights. Build dynamic dashboards, track running totals, and drill down from charts to editable records in real time. Stop guessing. Start leading.
Close deals faster. Automate proposals, quotes, & contracts directly from Pipeliner CRM with the PandaDoc integration.