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Recent update
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› › › › From Pipeliner CRM
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Pipeliner CRM
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› › › › Feature Spotlight
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💯 New
Color Code Your Calendar!
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Enhanced Calendar Clarity with Activity Coloring
Boost productivity with Pipeliner's calendar activity coloring! Instantly see task ownership & status at a glance. Assign unique colors & rules for clarity.
Move beyond the grey and into visual 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.).! Try it now and streamline your day.
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🎯 Enhancement
Email as an Automatizer Process Trigger
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Automate Your Workflow with Email Triggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale.!
Transform emails into actions! Trigger Automatizer processes instantly when emails arrive, are sent, updated, or even deleted. Streamline tasks like record creation, sending emails, or launching other processes. Boost productivity & never miss a beat!
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💯 New
Schedule Emails
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Schedule Send: Perfect Timing for Every Email
Schedule emails perfectly with Pipeliner! Write now, send later. Pick the date & time, and your email goes out automatically. Never miss a deadline or opportunity. Try Schedule Send today!
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🎯 Enhancement
Email Editor Enhancements
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Craft Perfect Emails with Enhanced WYSIWYG Editor
Elevate your email game! Our updated WYSIWYG editor now lets you search & sort ALL images. Plus, make images clickable with direct URL links. Design stunning, engaging emails with ease and precision. Unleash your creativity!
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Pipeliner CRM • NEWS
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› › › › Sales Tech Star
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AI Might Know the Customer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business., But It Doesn’t Know People
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Nikolaus talks about that while AI transforms sales with automation, it can't replace the human connection vital for closing deals. Uncover why agentic AI excels behind the scenes—streamlining CRM, 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 more—but falls short in some customer interactions.
Learn how to leverage AI as a powerful assistant while keeping the human touch at the forefront of your sales strategy.
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I Love Learning Podcast:
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Elevating Sales: Resilience, Mindset & Winning Together
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I Love Learning Podcast with Dr Gina Anderson featuring Pipeliner CRM CMSO John Golden
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John shares insights on the challenges of sales, emphasizing resilience, self-reliance, and overcoming fear of failure or success. He provides advice on handling rejection by focusing on what you can control and highlights the unfortunate trend of ghosting, stressing the importance of politeness.
John redefines "winning" as achieving outcomes where both parties feel they have won.
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Pipeliner CRM • DEVELOPMENT
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› › › › PLATFORM NEWS
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We Need Your Input
on the Pipeliner CRM Mobile App!
At Pipelinersales, we continuously strive to enhance our products and services. As a loyal customer, your opinion is highly valued and will assist us in identifying areas of improvement. We would like to hear your thoughts, insights and suggestions about our Mobile app.
Your feedback will be kept confidential and used internally only. We eagerly await your response and will incorporate your suggestions into future updates.
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Pipeliner CRM
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Dave Garrison
Leadership strategist
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Dave is a leadership strategist with more than 25 years of experience as a CEO, strategic advisor, and independent board member for public and private companies, such as Ameritrade, both in the United States and internationally.
He co-founded Garrison Growth in 2013 to help organizations, ranging from new startups to major public corporations, get the best possible results from their teams.
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
How to Boost Sales with Smart Coaching
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In a recent interview, John Golden spoke with Alan Versteeg, a sales expert and co-founder of Growth Matters. Alan has helped over 2,000 sales managers in 45 countries. He shared his best tips on how to be a great sales coach. This article explains what they talked about and how you can use it to improve your sales team.business works.
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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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