佺安科技服務有限公司｜專為企業打造穩固且具韌性的資安防線

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提供您從風險評估到制度建置的完整資安服務

國際認證輔導

協助企業導入 ISO 資安管理制度，從制度規劃、文件建置到稽核應對，提升效率與管理。

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What is Pipeliner?

Designed for today’s fast-moving teams, Pipeliner is a CRM that bends to your needs. Its flexible data model and easy-to-build workflows let you shape the platform around your GTM strategy whether you’re building a SaaS, scaling a marketplace, or managing global distribution.

3 key points about Pipeliner:

Highly Customizable and Flexible
Visual and User-Friendly Interface
Boosts Alignment and Productivity

This adaptability empowers sales, marketing, and operations teams to stay aligned and move faster, with greater confidence.

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供應鏈安全輔導

檢視並強化供應鏈的資訊安全管理，降低第三方合作時在資訊安全與營運上的諸多風險。

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Manage Member, Workspace, and Billing

How do I add members to a workspace?

Go to Workspace Settings, click "Manage Members", thenyou can select "Add Member" and enter their email.

What is a workspace and how do I manage it?

A workspace is a shared environment for your team. You can create multiple workspaces for different projects. Use the workspace menu to create, rename, or delete workspaces.

Who can manage billing settings?

Only the account owner or admins with billing access can view and change billing information.

How do I add or remove members from my workspace?

You can manage members from the Workspace Settings menu. Click "Manage Members" to invite new members or click the remove icon next to a member's name to remove.

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教育訓練服務

規劃企業資安與法遵教育訓練，提升員工資安意識並降低人為風險。

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How to Navigate and Build Workflows?

To navigate and build workflows, start from your dashboard by clicking “Create Workflow”. You can choose a ready-made template or build from scratch.

Use the drag-and-drop builder to add steps such as actions, conditions, and triggers—like sending an email or updating a field automatically. Each workflow can be tested using the “Preview” or “Test” feature before going live.

After publishing, you can still edit workflows anytime. The number of workflows you can create depends on your subscription plan.

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法令遵循服務

協助企業建立符合法規之管理制度，降低法規風險並提升組織信任度。

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Can Pipeliner in Dark Mode?

Yes, Pipeliner supports Dark Mode.

You can switch to Dark Mode by going to your Settings and selecting "Appearance" or "Theme". From there, choose Dark Mode to reduce eye strain and work comfortably in low-light environments. The change will apply instantly across your UI.

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科技資安輔導

針對 IoT、雲端與新型數位服務提供資安評估與防護建議。

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Pipeliner Chrome Extension

Access and manage your workspace from anywhere on the web or Gmail with the Pipeliner Chrome extension. Add or update records and lists, view relationship data, discover insights, more.

To access the extension while browsing, click the Pipeliner logo in your toolbar. You can also open the extension in Gmail by clicking the Attio logo on an email.

The first time you open the extension you'll be asked to log in. If you have multiple workspaces, you can select which workspace to use. You can click your workspace logo at the top of the extension to switch to another workspace at any time.

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數位教材製作

將資安與合規知識轉為數位教材，提升學習與長期效益。

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Pipeliner Chrome Extension

Access and manage your workspace from anywhere on the web or Gmail with the Pipeliner Chrome extension. Add or update records and lists, view relationship data, discover insights, more.

To access the extension while browsing, click the Pipeliner logo in your toolbar. You can also open the extension in Gmail by clicking the Attio logo on an email.

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聯絡我們

專為企業打造穩固且具韌性的資安防線

20年以上資安實務經驗專業團隊

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