Pipeliner Newsletter (April 24th, 2025)

Pipeliner

Inside track newsletter

Recent update

› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

💯 New
Visual Email
Teamplate Creator^BETA

Design Emails Your Way!

Craft stunning emails effortlessly with Pipeliner's new Visual Email TemplateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier. Editor. Drag, drop, and customize with versatile contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. blocks. Tailor every detail from padding to fonts in a live, intuitive canvas.

Preview-first mode ensures perfect mobile & desktop views. Design smarter, communicate better!

Available free to all tiers!

Learn More

🎯 Enhancement
Email Template Manager Redesign

Take Control of Your Email Templates!

Manage your email templates like a pro with our redesigned Email Template Manager. Streamlined organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.)., faster editing, and insightful usage dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. are now at your fingertips. Easily export, copy, and convert templates. Test and launch with ease. Smart actions adapt to your workflow. Boost your efficiency and communication!

LEARN MORE

💯 New
Converting Records

ConversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. of Records Made Easy!

Transform Leads into Opportunities, Contacts into Accounts, and more with seamless record conversions. Pipeliner's powerful field mapping ensures data integrity, while the new Convert action streamlines workflows. Take action in any context—record details, previews, or drill-downs—and enjoy enhanced control with options to keep, archive, or delete.

LEARN MORE

🎯 Enhancement
Voyager AI Online Forms Enhancements

AI-Powered Forms, Design Effortlessly!

Revolutionize your online forms with Pipeliner's Voyager AI enhancements. Enjoy smart, compact layouts, intelligent field placement, and on-demand optimizationOptimization Optimization is the process or act of altering a system, design, or procedure such that it 1) attains full functionality or efficiency, or 2) generates maximum output, benefit, or impact.. Generate and crop images directly in the editor for a polished look. Benefit from a refreshed UI and fine-tuned visuals.

LEARN MORE

Pipeliner CRM • DEVELOPMENT

› › › › PLATFORM NEWS

We Need Your Input
on the Pipeliner CRM Mobile App!

At Pipelinersales, we continuously strive to enhance our products and services. As a loyal customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business., your opinion is highly valued and will assist us in identifying areas of improvement. We would like to hear your thoughts, insights and suggestions about our Mobile app.

Your feedback will be kept confidential and used internally only. We eagerly await your response and will incorporate your suggestions into future updates.

Click here to provide feedback

The DROP IN CEO Podcast:

Staying Human in a High-Tech Sales World

Pipeliner CRM CMSO John Golden recently featured on the DROP IN CEO Podcast

John shares his career journey from Ireland to Silicon Valley, his lessons from working in different industries, and the importance of self-awareness and authenticity in leadership. Deb and John discuss the value of hiring a coach, the realities of podcasting, and how staying committed and consistent can yield unexpected opportunities.

John also talks about the importance of being prepared for the fast-evolving world of AI, and how embracing opportunities can leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. to significant personal and professional growth.

🎙 Listen to J. Golden

🎙 More Podcasts Like This

Pipeliner CRM • NEWS

› › › › Selected #1 CRM for a Second Year!

"SelectHub"

Independent software research organization, SelectHub identifies Pipeliner CRM as the #1 CRM on the market in 2025 retaining its #1 position gained in 2024. This independent review by a team of industry analysts underlines how PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. CRM’s reputation continues to grow and attract more attention.

Learn More

Pipeliner CRM

Featured ExFind Expert

Ben Heath
Digital Advertising Pioneer

Sabir is one of the biggest names in the digital advertising industry, with the world’s most significant Meta ads-focused YouTube channel and more than a million followers across his socials.

Starting more than a decade ago, Ben has built one of the most sought-after social advertising agencies, with over 150 million dollars managed in ad spend, a 50+ person team, and thousands of clients all over the world.

Don’t forget as a customer you have access to the ExFind database of global experts and practitioners should you need to find someone to help you with a project or challenge in your business.

Learn More About Ben

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

Mohan Rao • Shaping Business in the AI Era

🎥 VIDEO INTERVIEW
Shaping Business in the AI Era

John Golden talks with Mohan Rao, the Chief ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. and Technology Officer at Knownwell about how AI is changing the way businesses work, especially in professional services. Including how, AI is more than just a bunch of tools and how you should think of AI as a full system.

Mohan says businesses should stop seeing AI as something used for small tasks. Instead, think of AI as a full platform that can change the way your business works.

▶️ Watch Mohan

🌐 more on salespop.net

💬 Get in touch with us

📢 Your Voice
Help Others Learn About Pipeliner CRM

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Share your experience on G2 Crowd! Your review helps us grow and supports others in finding the perfect CRM.

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Nikolaus Kimla

CEO Pipelinersales Inc.

A serial entrepreneur, Nikolaus is the driving force behind Pipeliner with a singular vision to deliver the most effective CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. possible. He is dedicated to helping salespeople and sales leaders to be more efficient, productive and ultimately, more successful.

Let Us Introduce You To Pipeliner CRM

We look forward to showing you how Pipeliner CRM helps empower sales to maximize revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales..

We will guide you through the product and present all the benefits.

Schedule a Free Demo

Pipeliner CRM Newsletter

Pipeliner CRM Inside Track Newsletter from April 24th, 2025

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