Email Sync
Manage emails in your sales pipeline.
Send, receive, and track your emails in the same place you track your pipeline: with Pipeline CRM email sync. This way, there’s no more switching back and forth or spending hours looking for important emails. Email sync streamlines your workflow. The full history of your sales communication is in one easy-to-filter place, and less deals slip through the cracks as a result. Pipeline CRM email sync feature integrates with cloud-based email applications like Gmail and Outlook.
No credit card required.
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Allow your sales team to focus on their most valuable tasks
Team Communication
Share everything with your team. Reuse and share your most successful email templates to get better together. Add team members to certain deals to automatically share emails without messy CC’s or BCC’s.
Shared updates
Track all your email messages, opens, clicks, and downloads automatically as activities in your account. You’ll know who to advance through your pipeline and when to contact them.
Campaigns
Schedule to send a mass email campaign from Pipeline CRM. Use filters to target and send personalized emails to members of a predefined group. Then use Pipeline CRM tracking to monitor the campaign’s success.
Inbox action items
Start a new task or create a new deal directly in the inbox. You can also forward messages or archive them, add the senders as contacts in Pipeline CRM, or start new conversations.
In-app notifications
Receive real-time notifications about deal activity in your account. Pipeline CRM in-app notifications help you easily and immediately respond to emails while you’re at the top of your contact’s mind.
Jennifer Vo,
Group ISO
“My sales team loves the convenience and ease of use that Pipeline CRM brings.”
