Pipeliner and Collabspot Bring CRM Inside Your Gmail

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Accounts, Contacts, Tasks, Activities, Opportunities, Leads and Notes -- All Visible and Synchronized in Real-Time in Your Inbox

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Since most salespeople live in their inboxes, it’s important to give them elegant tools to make them more productive, but that don’t get in the way.

Pipeliner CRM announced today an integration with Collabspot, a premier email connector app, enabling businesses and individuals to integrate and connect Gmail with the leading Pipeliner CRM application.

Collabspot is a Google Chrome extension that integrates services in Gmail. By enabling customers to connect and bring apps right into their Inbox, users are more productive and eliminate constant switching between apps and email. Collabspot subscribers can access any supported application right in their Gmail sidebar, and there’s no limitation on how many apps can be integrated in Gmail.

“We’re delighted to bring two everyday, heavy-use applications even closer together,” said Jérémi Joslin, Co-Founder of Collabspot. “Since most salespeople live in their inboxes, it’s important to give them elegant tools to make them more productive, but that don’t get in the way.”

The advantage to using Collabspot and Pipeliner CRM together is in having both platforms highly aligned for maximum efficiency in the sales process. Pipeliner CRM brings comprehensive sales process to teams of all sizes, encompassing Lead Management, Sales Forecasting, Social Selling and visual representations of the entire deal flow. Collabspot offers templates which can be used often, and customized each time.

Pipeliner CRM’s integration strategy is to work with partners who enable users to build custom workflows for personal productivity.

“We see the Collabspot integration as important to our customers because blending worktools will make them more efficient and able to devote time to more productive sales activities. This is key to our strategy of helping our customers use the innovative Pipeliner platform with their essential systems -- designed for maximum efficiency,” said Todd Martin, VP of Global ISV & Partner Alliances at Pipeliner CRM. “Partnering with Collabspot on this integration will bring an enormous business value to sales teams.”

Benefits of this integration:

  •     Automatically displays Pipeliner CRM information based on the email address of your contact.
  •     View Accounts, Contacts, Tasks, Activities, Opportunities, Leads, Notes.
  •     Create new Contacts in Pipeliner CRM.
  •     Use Collabspot shared Gmail templates in one click.

As the most visual CRM on the market, Pipeliner CRM turns traditional CRM on its head and takes a target-centered, sales-centric approach. To learn more about Pipeliner CRM or to download a 30-day free trial, please visit the Pipeliner CRM’s What’s New page.

About Pipeliner CRM
Pipeliner - The World’s Most Visual CRM
Pipeliner is a fresh new approach to the traditional sales pipeline and the way it drives CRM, engaging the sales organization with visual insights. The methodology behind our platform provides a solid sales process for thousands of organizations, worldwide.
Headquartered in Los Angeles, California, Pipeliner CRM has offices in the UK, Austria and Slovakia. Engage with us on Twitter (@PipelinerCRM) or visit us at PipelinerCRM.com

About Collabspot
Collabspot helps Gmail users to save time and be more productive. We Make Gmail the window to all Cloud Apps, enabling users to stay in their Inbox while tracking data in their business applications. We achieve this awesome new user experience by having developed the only Chrome extension that brings multiple business apps right inside Gmail, simultaneously. Gmail users can now enjoy a seamless experience between their mailbox and their business applications.

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Colleen Toumayan
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