Office Add-In › Sales CRM App

The Microsoft Office Add-In App (for 2010, 2013 & 2016) for Pipeliner CRM seamlessly integrates the Office suite of productivity applications. It makes it easy and intuitive to incorporate some of your favorite worktools into your daily sales management routine.

Key Features

Improved integration with the Microsoft suite of Office applications means you can now:

• Open and update your files with Office from within Pipeliner
• Save your files using Office directly within Pipeliner
• Use document templates to record your sales activities
• Store, sync, and send files to others in your sales team
• Save any file from your PC directly to Pipeliner (using the Windows “Send to” feature)

How to Get Started

The Pipeliner CRM Plugin for Microsoft Outlook and the Pipeliner CRM Microsoft Office Add-In App for productivity are both available FREE of charge to all Pipeliner CRM users. Currently the Add-In and Outlook Plugin are only available for the Windows version of MS Office 2010 and MS Office 2013. Download your FREE version of this Pipeliner CRM Productivity Add-On and experience for yourself how easy CRM can be.

About Office Add-In App

With the Microsoft Office Add-In App installed, one click is all it takes for you to start working on the right document right away.

No more endless hunting through file directories to find the last updated version of your sales proposal or PowerPoint presentation. The Microsoft Office Add-In App allows you to keep all your sales documents effectively organized and makes them instantly accessible right from within your virtual sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process. in Pipeliner CRM. You can save your Office documents and templates directly into Pipeliner CRM to provide your sales team with shared access to your most important sales resources.

The Pipeliner CRM Microsoft Office Add-In App includes productivity add-ons for Microsoft Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Visio, and Microsoft Project.