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Pipeliner CRM

Pipelinersales Inc.
View all contacts, accounts, leads and opportunities associated with email addresses from CRM.

Pipeliner CRM Inbox Add-In for Outlook is a new, powerful CRM Add-In for Outlook integration.

BUILT FOR OUTLOOK - NO NEED TO CHANGE THE WAY YOU WORK

You work in Outlook. Pipeliner CRM does, too. Pipeliner CRM is now integrated with Outlook so you can access your sales data where you already work. With the Pipeliner CRM Inbox Add-In for Outlook you can work the way you are used to.

BUILT FOR VISIBILITY - NEVER MISS A BEAT

View all contacts, accounts, leads, opportunities, tasks, and appointments associated with email addresses--without switching between Pipeliner CRM and Outlook. Your Pipeliner CRM data appears directly within Outlook. With Pipeliner CRM Smart Preview Pane for Outlook, get detailed information about the sender of an email message within seconds.

BUILT FOR PRODUCTIVITY - LEVERAGE CUSTOMER INFORMATION ACROSS YOUR SALES ORGANIZATION

For a more detailed picture, one click takes you directly to a visual representation associated with the email address, from which you can drill down into CRM data. Moreover, if you want to create new records associated with a newly received email, you can do it directly within Outlook. Just create a task or even access your contacts from right within Outlook.

Pipeliner CRM Inbox Add-In for Outlook requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions.

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
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