Route the conversation
Use shared lines, routing and queues to bring inbound calls to your team. Keep business SMS and voicemail alongside the rest of the customer relationship.
Every call starts with the customer story.
For contact centers handling sales and service, Pipeline brings calling, CRM and support tickets into one workspace. Give agents the context to pick up the conversation and a clear next step when the call ends.
Built around your team
Keep the conversation moving from the first call to the final follow-up.
Work with customer context
See account details and interaction history while handling the conversation. Keep sales opportunities and service needs connected to the same customer.
Give the next step an owner
Create a follow-up or support ticket and assign the work. The next teammate starts with the customer record, rather than a separate set of notes.
The tools behind the workflow
Bring the conversation and the work into the same application.
- Inbound and outbound business calling
- Shared lines, call routing and queues
- CRM accounts, contacts and interaction history
- Business SMS and voicemail
- Support tickets, assignment and service targets
- Call recordings, transcripts and AI summaries
Questions from contact-center teams
Who is this for?
Sales and service contact centers that need calling, customer records and follow-up in one workspace.
Can sales and support share customer context?
Yes. CRM records and communications live in the same application, with ticket ownership and account history available to the team according to their permissions.
Which license includes calling?
Connect licenses add native business voice and SMS to the CRM workspace. Talk with us about your seats, call routing and service workflow.