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.