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› › › › From Pipeliner CRM
 
 
Pipeliner CRM
› › › › Feature Spotlight
 
Pipeliner + Outlook: Your CRM and Inbox, United • Instantly Convert Emails and Meetings into Structured CRM Records.
 
🎯 Enhanced
Pipeliner + Outlook: Your CRM and Inbox, United
 
Instantly Convert Emails and Meetings into Structured CRM Records.

The updated Outlook Add-in makes administration work simpler and faster. Turn meetings and emails into Leads, Opportunities, Accounts, Contacts, or Activities without copying or endless tab switching.

Important details are prefilled, related records are easy to search and link, and archived records are hidden from quick searches.

Enjoy a seamless, connected experience where your Pipeliner CRM and Outlook work as one strong duo, keeping your team focused on what truly matters.
 
   Learn More   
 
 
Total Control Over Your Pipeliner Security • Advanced Sign-In Settings Provide an Extra Layer of Protection and Access Control.
 
💯 New
Total Control Over Your Pipeliner Security
 
Advanced Sign-In Settings Provide an Extra Layer of Protection and Access Control.

Take full control over how, when, and where your team accesses Pipeliner with our new Advanced Sign In Security settings. Protect your valuable 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. with an extra layer of defense, giving you the power to restrict logins to trusted locations using IP whitelisting and enforce automatic sign-outs to reduce the risk from unattended sessions. You can now easily require 2-step verification for every login across your entire subscription.
 
  LEARN MORE  
 
 
Full Visibility with Product Line Item Audit • Instantly View and Understand the Complete Modification History for Products in Quotes and Opportunities.
 
💯 New
Full Visibility with 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. Line Item Audit
 
Instantly View and Understand the Complete Modification History for Products in Quotes and Opportunities.

We've added a View changes action to the Products table, giving you an essential audit trail for every quote and opportunity. You can quickly see what was modified, compare old and new values, and understand the full history of products.

Preview exactly when products were added, modified, or removed, along with which team member made the change and what was updated.
 
  LEARN MORE  
 
 
Whitepaper • The Age of Intelligent Transformation — Navigating the Impact of AI on Modern Business
 
📚 Featured Whitepaper
15 AI Experts Guide The Way!
 
The whitepaper delves into the specific ways AI is reshaping key business functions, including sales, 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., accounting, coaching, and leadership.

It examines the revolution in sales through intelligent tools, the transformation of marketing via automation, and the enhancement of back-office efficiency in accounting and operations.
 
   READ THE WHITEPAPER   
 
 
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:
  • 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
  • Product 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
 
 
Featured ExFind Expert • Darryl Stickel
 
Pipeliner CRM
Featured ExFind Expert
 
Katrena Friel
 
Katrena Friel is an internationally recognised Business Mentor known for her transformative approach to leadership and entrepreneurship. With over 25 years of experience, Katrena empowers entrepreneurs and leaders to master their unique Field of Excellence. Her clients range from ambitious startups to seasoned professionals, all seeking to elevate their influence and success.

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 Katrena  
 
 
 
our knowledge digital platform
› › › › SALES POP! HIGHLIGHTS
 
Patrick Engasser • From ‘No’ to Know-How: Building Bulletproof Resilience in Sales
 
🎥 VIDEO INTERVIEW
From ‘No’ to Know-How: Building Bulletproof Resilience in Sales
 
In a powerful, must-listen episode of the Sales POP! podcast, host John Golden sat down with the incredible Patrick Engasser. Patrick, a motivational speaker, coach, and former top-tier sales executive, achieved his remarkable success despite being blind.

His journey from an insurance newcomer to a district manager is a masterclass in the power of a calibrated mindset and relentless self-improvement.
 
  ▶️ Watch Patrick  
 
🌐 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  
 
 
Announcements
Please note that Pipeliner CRM has a new phone number
please update your contact info!

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

Schedule a Free Demo