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Pipeliner CRM
Feature Spotlight
 
Color Code Your Calendar!
 
💯 New
Color Code Your Calendar!
 
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 organizationOrganization 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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Email as an Automatizer Process Trigger
 
🎯 Enhancement
Email as an Automatizer Process Trigger
 
Automate Your Workflow with Email TriggersTriggers 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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Schedule Emails
 
💯 New
Schedule Emails
 
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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Email Editor Enhancements
 
🎯 Enhancement
Email Editor Enhancements
 
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
Sales Tech Star
 
Pipeliner CRM • NEWS • Sales Tech Star • AI Might Know the Customer, But It Doesn’t Know People
 
AI Might Know the CustomerCustomer 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
 
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 scoringLead 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.
 
  Read article  
 
 
Pipeliner CRM • NEWS • Sales Tech Star • AI Might Know the Customer, But It Doesn’t Know People
 
 
Featured Podcast • I Love Learning Podcast • Elevating Sales: Resilience, Mindset & Winning Together
 
I Love Learning Podcast:
Elevating Sales: Resilience, Mindset & Winning Together
I Love Learning Podcast with Dr Gina Anderson featuring Pipeliner CRM CMSO John Golden
 
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.
 
  🎙 Listen to J. Golden  
 
  🎙 More Podcasts Like This  
 
 
 
Pipeliner CRM • DEVELOPMENT
 PLATFORM NEWS
 
Pipeliner CRM • PLATFORM NEWS • We Need Your Input on the Pipeliner CRM Mobile App!
 
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.
 
 
Click here to provide feedback
 
 
Pipeliner CRM • PLATFORM NEWS • We Need Your Input on the Pipeliner CRM Mobile App!
 
 
Featured ExFind Expert • Dave Garrison • Leadership strategist
 
Pipeliner CRM
Featured ExFind Expert
 
Dave Garrison
Leadership strategist
 
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.
 
  Learn More About Dave  
 
 
 
our knowledge digital platform
SALES POP! HIGHLIGHTS
 
Alan Versteeg • How to Boost Sales with Smart Coaching
 
🎥 VIDEO INTERVIEW
How to Boost Sales with Smart Coaching
 
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.
 
  ▶️ Watch Alan  
 
🌐 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 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. and present all the benefits.