Pipeliner Newsletter (June 26th, 2025)

Pipeliner

Inside track newsletter

Recent update

› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

💯 New
Voyager AI Reporting Agent is here!

Simplify your reporting process with AI assistance.

Users can now create reports using AI prompts, making 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. analysis faster and more efficient.

Utilize AI to define main entities, columns, grouping, sorting, filters, and charts in reports. Interact with the AI Agent through a chat interface to refine report structures.

Access chat history. Revolutionize your reporting with Voyager AI—intelligent, userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service.-friendly, and designed to deliver actionable insights.

Learn More

🎯 Enhancement
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 Enhancements

Design stunning emails effortlessly with Pipeliner's Visual Email Template Editor!

Create professional templates faster than ever with features like customizable layouts, drag-and-drop functionality, and enhanced image resizing.

Choose from predefined layouts or design from scratch.

Plus, enjoy an updated color picker, group blocks for easy 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.)., and a new Hero Image block with call-to-action buttons.

Elevate your email marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. with Pipeliner's intuitive Visual Email Template Editor.

LEARN MORE

🎯 Enhancement
Automatizer: Triggering Processes by Email Part Two

Boost efficiency with Pipeliner's Automatizer!

Now, trigger processes directly from emails with enhanced capabilities. Update records, link related items, and customize actions even for custom entities. Automate more and work smarter with Pipeliner's improved email triggering features.

LEARN MORE

💯 New
Online Forms Custom Style Presets

Maintain visual consistency effortlessly with Pipeliner's Online Forms Custom Style Presets!

Create, save, and manage custom styles for your online forms. Apply styles with a click, share styles across forms, and enjoy smart migration of existing styles.

Plus, easily fine-tune form appearance with new settings like hiding the footer logo and adjusting spacing.

Make form design faster and more intuitive with Pipeliner!

LEARN MORE

Pipeliner CRM • NEWS

› › › › Newsweek's AI Impact Awards 2025

Pipeliner CRM Wins Newsweek AI Impact Award!

Pipeliner CRM Wins “Best Outcomes, Analyzing CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Data”

“AI Customer Service - AI is transforming business through data analyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance)., identifying customer patterns through large datasets, predicting behaviors and even laying out customer-centric marketing campaigns, all based on data.”

Winner: Pipeliner CRM

Learn More

Pipeliner CRM • NEWS

› › › › 2025 CRM Excellence Award

Pipeliner CRM Wins CUSTOMER Magazine 2025 CRM Excellence Award!

The 26th annual program honors the best and most innovative in CRM solutions

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 WHITEPAPER

› › › › Voyager AI GEN²

Learn All About Voyager AI Gen II

Discover how Pipeliner CRM’s Voyager AI is charting a new course for sales excellence in this insightful whitepaper.

Voyager AI acts as a strategic wingman, empowering sales teams with predictive insights, automated lead scoringLead Scoring Lead Scoring is the process of assigning a relative value to each lead based on different criteria, with the aim of ranking leads in terms of engagement priority., and real-time recommendations—all while keeping the human touch at the heart of every interaction.

Learn how cutting-edge AI, powered by trusted technology and robust data security, transforms raw CRM data into actionable intelligence, enabling sales professionals to navigate the complexities of the modern market with confidence and precision.

Read Whitepaper

Pipeliner CRM

Featured ExFind Expert

Michael Erath
Empowering Entrepreneurs

Michael doesn’t just teach entrepreneurs how to build elite organizations—he’s lived it, lost it, and built it back stronger. In his late 20s and early 30s, he scaled a business to a $45 million global enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment..

However, in 2009, the housing market crash and the actions of a fraudulent business partner devastated his success. Flat on his back, with nothing left, he did what real entrepreneurs do—he fought back.

Today, Michael empowers entrepreneurs to build the life they always imagined. A seasoned entrepreneur, Inc. 5000 CEO, and battle-tested business coach, he knows what it takes to break through plateaus, eliminate chaos, and create a company that runs with precision.

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 Michael

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

Saad Saad • Mastering Sales Negotiations: Easy Tips

🎥 VIDEO INTERVIEW
Mastering Sales Negotiations: Easy Tips

In a new episode host John Golden talks with Saad Saad. Saad is a negotiationNegotiation Negotiation is a strategic dialogue, discussion, or bargaining process between two or more parties with the goal of reaching a mutually acceptable agreement. coach who helps salespeople close deals faster and protect their profits. He lives in Detroit, Michigan, and teaches at top schools like Columbia University. He also wrote a book called In the 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. about how to get better at sales negotiations.

▶️ Watch Saad

🌐 more on salespop.net

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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 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 present all the benefits.

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Pipeliner CRM Newsletter

Pipeliner CRM Inside Track Newsletter from June 26th, 2025

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