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› › › › From Pipeliner CRM
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Pipeliner CRM
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› › › › Feature Spotlight
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💯 New
Voyager AI Reporting Agent is here!
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Simplify your reporting process with AI assistance.
Users can now create reports using AI prompts, making data 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, user 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.
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🎯 Enhancement
Email Template 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
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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 organization 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 marketing 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.
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🎯 Enhancement
Automatizer: Triggering Processes by Email Part Two
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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.
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💯 New
Online Forms Custom Style Presets
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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!
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Pipeliner CRM • NEWS
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› › › › Newsweek's AI Impact Awards 2025
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Pipeliner CRM Wins Newsweek AI Impact Award!
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Pipeliner CRM Wins “Best Outcomes, Analyzing Customer 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 analytics 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
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Pipeliner CRM • NEWS
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› › › › 2025 CRM Excellence Award
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Pipeliner CRM Wins CUSTOMER Magazine 2025 CRM Excellence Award!
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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 Pipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. CRM’s reputation continues to grow and attract more attention.
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Pipeliner CRM • FEATURED WHITEPAPER
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› › › › Voyager AI GEN2
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Learn All About Voyager AI Gen II
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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 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.
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Pipeliner CRM
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Michael Erath
Empowering Entrepreneurs
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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 enterprise 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.
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our knowledge digital platform
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› › › › SALES POP! HIGHLIGHTS
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🎥 VIDEO INTERVIEW
Mastering Sales Negotiations: Easy Tips
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In a new episode host John Golden talks with Saad Saad. Saad is a negotiation 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 Lead 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.
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📢 Your Voice
Help Others Learn About Pipeliner CRM
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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!
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Nikolaus Kimla
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CEO Pipelinersales Inc.
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A serial entrepreneur, Nikolaus is the driving force behind Pipeliner with a singular vision to deliver the most effective CRM solution 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.
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