Pipeliner CRM: Seamless Integration with Gmail for Efficient Customer Relationship Management
Pipeliner CRM is a Chrome add-on that offers seamless integration with Gmail, allowing users to effortlessly manage customer relationships. With this integration, all email correspondence is automatically appended to CRM contacts, enabling more efficient workflow management.
One of the key features of Pipeliner CRM is its two-way synchronization with Gmail. This means that Gmail becomes an integrated part of the user's workflow in Pipeliner. By organizing and making emails available, users can effectively manage customer relationships. Additionally, collaboration, training, and coaching can be done directly through Gmail, eliminating the need to switch back and forth between CRM and email.
Once the integration is set up, all interactions are readily available in Pipeliner records. This means that users can easily clip web pages that are relevant to their business or sales efforts, saving them as contacts, leads, accounts, or tasks in Pipeliner CRM. For example, if a user comes across a company website that could greatly benefit from their product or service, they can simply clip it with the Pipeliner CRM Web Clipper and save it as a contact, account, lead, or task.
With its seamless integration with Gmail and efficient workflow management capabilities, Pipeliner CRM is a valuable tool for businesses looking to streamline their customer relationship management processes.
