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From Pipeliner CRM
 
 
Pipeliner CRM
Feature Spotlight
 
More Navigator 2.0 Capabilities
 
🎯 Enhancement
More Navigator 2.0 Capabilities
 
Navigator 2.0: Your Enhanced Sales Compass!

Gain ultimate control and insight with the new Navigator 2.0. We've added Grid, KPI Chart, and KPI List components, plus updated Target chart types.

Seamlessly import and sync layouts between Navigator and Dashboards for perfectly aligned 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..
 
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New: Tags for Activities!
 
💯 New
Tags for Activities!
 
Organize your tasks & appointments like never before! Introducing customizable tags for Activities.

Admins can create tags for different activity types. See them as badges in Calendar View and filter related activities by tags. Boost your efficiency and keep everything perfectly categorized.

Available on Web & Mobile for all tiers.
 
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Enhanced Conditional Coloring of Activities
 
🎯 Enhancement
Enhanced Conditional Coloring of Activities
 
Activity Coloring, Your Way!

Customize your calendar like never before. Based on your feedback, Enhanced Conditional Coloring for Activities lets you choose the rules for background and border colors. Prioritize what matters most by setting conditions for visual cues.

Take control of your calendar's look & feel on the Web today!
 
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User Lookup Fields Enhancements
 
🎯 Enhancement
UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Lookup Fields Enhancements
 
User Lookup Fields: Smarter Selections!

You can now create Lookup fields based on Users, with powerful filtering! Limit choices by sales unit, email, role, and more. Streamline 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. entry and ensure accuracy by presenting only relevant users. Available on Web, Mobile, and Add-On.

Get precise with your user assignments!
 
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Pipeliner CRM • NEWS
Pipeliner CRM CEO featured in Forbes
 
Pipeliner CRM • NEWS • Forbes • Can Organizations Use AI To Create A Better Future?
 
Can Organizations Use AI To Create A Better Future?
 
Explore how AI can shape a better future in this thought-provoking article.

Pipeliner CRM CEO Nikolaus Kimla argues that while AI can be a powerful tool, it needs human empathy to truly create a society that values fairness, peace, and joy. Read more to see how technology and humanity can work together for good.
 
  Read article  
 
 
Pipeliner CRM • NEWS • Forbes • How to Prepare Sales for AI
 
 
WEBINAR REPLAYS • Weekly Webinars of Business Use Cases in Pipeliner CRM
 
📺 WEBINAR REPLAYS
Weekly Webinars of Business Use Cases in Pipeliner CRM
 
A series of videos presented by Pipeliner Executives who use the platform hands-on every day to generate business outcomes – in these videos, they share best practices and innovative ways of using the CRM which can be applied to your specific business.

Access recordings of our webinar series including:
  • 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. Catalog & Document Management
  • Mastering Tags & Views
  • Transform Reporting with Pipeliner's Revolutionary Voyager Reporting Agent
  • Master Email Sequences
  • Automate Workflows
  • Online Forms with Voyager AI
  • Bringing Your Sales ProcessSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. Alive with Voyager AI
 
  📺 Watch Here * 
 
* Pipeliner User Credentials Required
 
 
Featured ExFind Expert • Christian 'Boo' Boucousis
 
Pipeliner CRM
Featured ExFind Expert
 
Boo from Afterburner
 
When it comes to unlocking human potential and achieving organizational success, there's no one quite like Christian 'Boo' Boucousis, CEO of Afterburner Inc. A former fighter pilot turned business founder, author, and inspirational speaker, Boo has earned over 1,000 five-star Google reviews for his unparalleled expertise in human behavior and organizational performance.

Whether he's speaking to a small startup or a multinational corporation, Boo inspires people to discover a new way of thinking that empowers them to believe that even the most audacious ambitions are within their reach.

Don’t forget as a customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. 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 Boo  
 
 
 
our knowledge digital platform
SALES POP! HIGHLIGHTS
 
Kevin J. Dean • The Future of AI in Sales and Marketing
 
🎥 VIDEO INTERVIEW
The Future of AI in Sales and 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.
 
Artificial intelligence (AI) is no longer a futuristic concept but a present-day reality rapidly reshaping the sales and marketing landscape. Yet, for many organizations, the journey from AI’s promise to tangible results remains a challenge.

In a recent episode of the Expert Insight Interview, John Golden sat down with Kevin J. Dean, founder and CEO of Mano Bi, to discuss how businesses can move beyond the buzzwords and strategically harness AI’s power.
 
  ▶️ Watch Kevin  
 
🌐 more on salespop.net
 
💬 Get in touch with us
 
 
Your Voice • Help Others Learn About Pipeliner CRM
 
📢 Your Voice
Help Others Learn About Pipeliner CRM
 
Love Pipeliner CRM?

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

Leave a review today and let your voice be heard!
 
  Leave Review  
 
 
Nikolaus Kimla
 
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.