Stop working in a vacuum. Pipeliner CRM’s Feeds feature brings all your sales activity together in a dynamic, easy-to-read stream so you and your team are always on the same page.
The Power of a Unified View
- Activity Stream: See a live feed of all interactions—emails, tasks, appointments, and team messages—connected to any record. Benefit: Gain instant context and a complete history without having to navigate away.
- Customizable Filters: Use color-coded filters to see what’s most important to you quickly. Filter by activity type, team member, or date range, and save your preferences as a preset. Benefit: Instantly find the information you need and eliminate irrelevant noise.
- Team Collaboration: Post messages, share documents, and tag colleagues directly within a record’s feed. Benefit: Keep the entire team in the loop and centralize all communication where it belongs—with the record itself.
Key Advantages You’ll Love
- Effortless Integration: Feeds seamlessly pulls in emails from your integrated email clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer., so you never have to manually log a key conversation.
- Quick Insights: Hover over any related record in the feed to get a quick view of key details, or click to open the full record.
- Visual Clarity: Color-coded items and distinct icons make it easy to differentiate between notes, emails, and other activities at a glance.
Pipeliner Feeds is more than a notification system; it’s the central hub for team collaboration and sales intelligence.
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