SuperShare

Simple. Secure. Sharing.

Empowering you to easily share important data with just about anyone you need to. Pipeline CRM customers can view, share, and collaborate on sales pipeline data with external collaborators outside the company. Collaboration is easy, secure, and fast so you can build game changing relationships.

Collaborate directly from your
Pipeline CRM dashboard. In real-time.

Modern sales pipelines span across multiple companies.

Quickly grant deal access to those you want to share with.

Securely share deals with any outside partner.

View and add activities to keep deals moving and close faster.

SuperShare

Securely collaborate with trusted partners

Pipeline CRM customers on the Develop and Grow plan can:

Collaborate smarter and faster

Share only the CRM data you want to share with outside people you want to share it with.

Boost productivity

By sharing your deal views quickly, easily and securely — you can improve time to close.

Save time by granting collaborative visibility to your sales pipeline

Ditch spreadsheet downloads, organizing reports, handpicking data, and countless emails.

Gain clarity and alignment

Share activities with external collaborators without boundaries.

SuperShare

If you aren't a Pipeline CRM customer (yet), you win, too.

External collaborators that are granted access to SuperShare can:

View data easily with a collaborative dashboard

Through an indispensable view, external collaborators can work with CRM data shared by Pipeline CRM customers including the ability to sort data without massive permissions.

See the pipelines you need to see to make better decisions

Once access is granted from a Pipeline CRM customer, you can view the key details coming down the funnel.

Save time with powerful Pipeline CRM features

See List Views from many accounts in one single view and sort accordingly. Collaborate in real-time without the need to send countless emails or download spreadsheets.

Gain clarity and alignment

Share activities with external collaborators without boundaries.

FAQs About Pipeline CRM’s SuperShare Feature

Find the answer to your question here. If you don’t see it, please feel free to contact us.

Who Can Use SuperShare?

Pipeline CRM’s SuperShare with external partners feature is available to customers on our Develop, Grow and Enterprise pricing plans. It allows users to securely share specific sales data, like deal views and activity history, with external collaborators.

Can External Collaborators Make Changes to My Data?

If you set external collaborator’s role to ‘read-only’ access, they can view shared deal data and add new activities (such as notes, calls, or follow-ups) but cannot edit or delete your CRM records. You remain in full control of access permissions.

Do Collaborators Need a Pipeline CRM Account to Use SuperShare?

No, external collaborators do not need their own Pipeline CRM subscription. They only need to accept the invitation link sent via email and complete the account registration. Learn more about how to set up SuperShare on Pipeline CRM.

What Kind of Data Can I Share Through SuperShare?

You can share deal records, stage details, associated activities, and list views. Collaborators can also add new activities (like notes or tasks) to help move deals forward—without needing full CRM access.

See how Pipeline CRM can boost your sales

Simple. Secure. Sharing.

Collaborate directly from your Pipeline CRM dashboard. In real-time.

Securely collaborate with trusted partners

Collaborate smarter and faster

Boost productivity

Save time by granting collaborative visibility to your sales pipeline

Gain clarity and alignment

If you aren't a Pipeline CRM customer (yet), you win, too.

View data easily with a collaborative dashboard

See the pipelines you need to see to make better decisions

Save time with powerful Pipeline CRM features

Gain clarity and alignment

FAQs About Pipeline CRM’s SuperShare Feature

© Pipeline CRM 2025

Collaborate directly from your
Pipeline CRM dashboard. In real-time.