Pipeliner CRM

Leverage the time-saving productivity benefits of using our Voyager AI Email Assistant to help compose professional polished business emails

Using the Voyager AI Email Assistant when working with Emails in Pipeliner

Use our document management tool to upload all your company documents and files as well as attach files to records

How to see and manage Reminders and how to set your Reminder options

In this article users will learn where to view the feeds in Pipeliner, what is shown in them, and how to add a message to the feed.

Learn how to use Pipeliner’s Email Sequences to help you communicate effectively with your customers

Users can create and share personalised and HTML Email Templates.  Templates can be used with Office 365 and Gmail email integrations.

Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail.

Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.

Sending a mass email campaign is simple and allows you to improve your team’s sales outreach by giving you campaign insights.

Permissions to manage who can see the content of emails can be chosen per email by Users and/or applied to User Roles for all future emails

Initiate outbound calls and text messages directly from the Pipeliner web app using VOIP

Learn how to streamline your meeting booking processes using our new Appointment Scheduler tool

Learn how to activate Microsoft Teams Video Calling from the Automation Hub and how to access within Appointments in Pipeliner.

Learn how to activate Zoom Video Calling from the Automation Hub and how to access within Appointments in Pipeliner.

Transparency is the key to staying on task!  Using Activities, Feeds and Emails within Pipeliner