Pipeliner Newsletter (February 26th, 2026)

Pipeliner

Inside track newsletter

Recent update

› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

Quick Filter • Instantly Access the Filters You Need — Right Where You Work.

💯 New
Quick Filter

Instantly Access the Filters You Need — Right Where You Work.

Quick Filter introduces a customizable toolbar that puts your most-used filters front and center on every Preview screen. Add up to 12 fields as clickable chips, drag them into your preferred order, and filter records with a single click.

Active filters are visually highlighted, and your settings are saved per profile. Quick Filter works alongside the renamed Custom Filter in the Power Panel, giving you two complementary filtering tools.

It’s also available in Insights, Forecasts, Reports, and Dashboards — so you can slice your 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. faster, everywhere.

Learn More

Mobile Filtering Reimagined • Instant Control and Faster Decisions on the Go

🎯 Enhancement
Mobile Filtering Reimagined

Instant Control and Faster Decisions on the Go

Pipeliner Mobile's Quick Filter delivers faster decision-making from your phone. Mobile-optimized controls have your key filters expanded by default and ready to use immediately. Tap to filter; results update instantly. Sticky sections keep active filters visible.

A single tap clears Quick Filter, Custom Filter, or both, empowering your team with fast comparisons and instant context on the move.

LEARN MORE

Our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

🎥 EVENT
AI Sales Revolution › 2026 Research Release

The AI sales revolution isn't coming — it's already here, and the data proves it. In January 2026 Sales POP! and Pipeliner CRM surveyed over 300 senior sales leaders and thought leaders across four continents to answer the question everyone's debating but nobody had the numbers for: who's actually winning with AI in sales — and who's falling dangerously behind?

The findings are striking. Join us live as we unveil the complete Original Research 2026 — This isn't vendor hype. This is what's really happening — straight from the people shaping how sales actually works.

▶️ Register for the Event

🎙 FEATURED PODCAST

Embracing Flexibility in Business: Lessons from John Golden’s Journey

In this episode of the Journey to Purpose podcast, host Philippa Bagley interviews John Golden, CMSO of Pipeliner CRM and host of the Sales POP! podcast.

They discuss the evolution of CRM systems, the importance of flexibility and adaptability in business, and how embracing change 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 unexpected success.

A must-listen for anyone navigating the ever-shifting landscape of sales and technology.

🎙 Listen to J. Golden

🎙 More Podcasts Like This

📺 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:

Transform your Sales Performance with Data
Unlocking the Power of Custom Entities
Mastering & Managing Sales Activities
How to Setup an Event using Pipeliner CRM
AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Management & Farming Accounts
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
Admin Part One & Part Two

📺 Watch Here *

^* Pipeliner UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Credentials Required

Pipeliner CRM

Featured ExFind Expert

Don Capener

As the Chief Strategist and Culture Officer at Chang Robotics, Dr. Don Capener sits at the intersection of cutting-edge automation and the human elements of high-performance leadership. With a focus on the “Design-Install-Enhance” roadmap, they specialize in helping organizations transition from legacy systems to advanced agentic AI and robotic solutions. Dr. Capener is a firm believer that successful digital transformation is actually a “people strategy,” driven by a “give to give” philosophy and a radical commitment to team diversity. Don’s strategic insights bridge the gap between technical ROI and cultural resilience, ensuring that innovation empowers rather than displaces the workforce.

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 Don

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

Walter Crosby • Building Elite Sales Teams: A Fresh Approach to Hiring

🎥 VIDEO INTERVIEW
Building Elite Sales Teams: A Fresh Approach to Hiring

In a powerful episode of the Sales POP! Online Sales Magazine, host John Golden sat down with Walter Crosby, CEO of Helix Sales Development. Walter shared his unconventional wisdom on building elite sales teams, challenging everything we think we know about recruiting top sales talent.

From writing job ads that filter out the wrong candidates to prioritizing buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service. insight over industry experience, and treating interviews like discovery calls — Walter’s approach is a masterclass in strategic hiring that builds momentum in performance.

▶️ Watch Walter

🌐 more on salespop.net

💬 Get in touch with us

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+1-888-CRM-1081 or +1-888-276-1081

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

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Pipeliner CRM Inside Track Newsletter from February 26th, 2026

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