We are thrilled to announce the launch of the Official Pipeliner CRM Apps Marketplace!
The first apps are available free for all Pipeliner users. We continue to expand the CRM Apps Marketplace with many useful apps and integrations. Sales tools that will help you to improve your office collaboration, team productivity, and make your sales organization more agile.
3 Productivity CRM Apps that Integrate with Pipeliner CRM
The first three CRM apps are available immediately to all Pipeliner users. Synchronize your sales data between Pipeliner CRM and CRM Apps and stay focused on selling.
#1: MS Outlook Add-In
The Pipeliner CRM Outlook Add-In easily integrates your contacts, calendars and tasks with Pipeliner CRM. Once installed, everything you do in Outlook is captured and synchronized automatically with Pipeliner CRM and the other way around.
- Create a Lead from Contacts
- Send e-mail attachments to Pipeliner
- Sync Contacts
- Sync Appointments
- Sync Tasks
- Sync Reminders
- Preview your BI Dashboard
All of your relevant Pipeliner data is synchronized bi-directionally between Pipeliner CRM and MS Outlook folders.
#2: MS Office Add-In
The Pipeliner CRM Microsoft Office Add-In allows you to keep all your sales documents effectively organized. It makes them instantly accessible right from within your virtual sales pipeline in Pipeliner.
- Open and update your files with Office Tools via Pipeliner.
- Save your files via Office Tools directly into Pipeliner.
- Use your files as document templates for your sales activities.
- Store, sync and send your files to your sales team.
- Save any file from your PC directly to Pipeliner (using Windows “Send to” feature).
Experience yourself how powerful the new Pipeliner CRM Office Add-In is.
#3: MS SharePoint & Office 365 Client
The Pipeliner CRM Microsoft Office 365 SharePoint Client enables you to use the document management capabilities of SharePoint from within Pipeliner CRM.
- Integrate Your MS Office 365 & SharePoint Client.
- Attach Your Files to Sales Leads and Opportunities.
- Access your most important sales documents, no matter where you are.
Collaborate effectively on the mutual sales effort with your sales team.
In order to incorporate some of your favorite software tools into your daily sales management routine using Pipeliner CRM, please visit Pipeliner CRM Apps Marketplace.
Stay tuned for the next crm apps and integrations available within Pipeliner CRM Marketplace.
