Getting Started with Microsoft Suite

Here is the complete overview of the Pipeliner CRM offerings related to the Microsoft Suite. If you are Microsoft user, you can choose what kind of app you would like to use and connect to Pipeliner CRM.

Microsoft Suite for Pipeliner CRM

App Personal Personal Plus Starter Business Enterprise
Exchange Emails Sync Emails Sync
Outlook Contacts Sync × ×
Outlook Tasks Sync × ×
Outlook Appointments Sync × ×
Outlook Inbox Add-In × ×
Word Templates × × ×
Excel Templates × × ×
SharePoint × × ×
OneDrive for Business × × ×


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