As it gets easier to produce more and more documents to support Sales, it also gets harder and harder to manage them.

How much time are your reps wasting searching (or worse recreating) documents at critical stages of their sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers.?

What difference would it make if everything was in the right place and available at the right time?

The SolutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges.

Introducing Pipeliner CRM

Document Management

Document Management in Pipeliner CRM

“According to Forbes, Salespeople spend nearly 65% of their time on non-revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. generating activities”


Other CRM systems require add-ons or third-party apps to achieve any degree of document management.

With Pipeliner it comes embedded in the platform plus it is flexible and easy to use!

Two Main Classifications of Documents

classifications of document management

  Company Documents

  • Shared with whole company

  • Organized in a directory structure (e.g. sales, finance, executive management, tech support)

  • Access to folders dependent on userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. rights

  Specific Documents

Documents that are associated with particular:
  • Accounts

  • Contacts

  • Leads

  • Opportunities

  • Tasks

  • Appointments

  • Products

  • ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. line items

  • Projects

These documents have specific uses such as the setup requirements of a particular customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business..

Pipeliner Document Management leverages the same dynamic visual approach of all Pipeliner elements. For instance, Directory views can be displayed as thumbnails or list views. This makes it easy to learn and simple to use.

Plus documents can be as large as 200 MB and those with multiple uses can be available from multiple locations!

Pipeliner CRM Document Management

Intuitive Document Management

Document Management getting organized

Get Organized!

  • Create folders

  • Drag ‘n Drop where needed

  • Document’s path is clearly displayed

  • Easy to find, easy to share

  • Filter and find (e.g. types, newest, owner, name)

“The key is in not spending time, but in investing it.”

Stephen CoveyStephen Covey

Lots of Options!

  • Upload from a hard drive, network, SharePoint, Dropbox, virtual drives like Google Drive

  • Upload a URL to bigger documents such as an eBook to save CRM storage space

  • Download documents to hard drive or other locations & we even ZIP multiple file downloads for your convenience

Document Management with many options


Pipeliner has integrations with Word, Excel, Google Docs, and Sheet formats.

You can use these to create templates that can be utilized within document management. Plus we provide many MS Office Templates that you can use immediately in Pipeliner, then store and retrieve within Document Management.

Documents Management with all Google and Window documents
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