Pipeliner CRM

iOS Universel / Economie et entreprise

Pipeliner CRM Mobile App is optimized to fully work with your iOS devices so you can access your sales data anytime, anywhere.

View all contacts, accounts, leads, opportunities, tasks, and appointments or feed messages--without switching between Pipeliner CRM and iOS. Sync, view and update your data from Pipeliner CRM Cloud to Pipeliner CRM Mobile.

Pipeliner Mobile CRM for iOS seamlessly integrates with the key features of your phone including:
› Logging your outbound call conversations as call activities in Pipeliner CRM.
› Planning your customer visits on the interactive map.
› Making calls to, or text messaging or emailing your contacts and accounts.

For a more detailed picture, one click takes you directly to a visual representation of Pipeliner CRM, from which you can drill down into CRM data.

Pipeliner CRM Mobile App for iOS requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions.

Quoi de neuf dans la dernière version ?

Our latest major release introduces a unified filtering experience, replacing traditional Presets with a highly customizable Quick Filter that lives alongside your Custom Filters on a single, scrollable screen. You can now easily manage up to 12 quick-access fields, apply multiple filter types simultaneously, and instantly reset your views with a convenient one-tap "Clear Filter" button. Additionally, we've improved overall reliability by ensuring the application gracefully handles any saved fields that become deleted or unavailable.