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Pipeliner CRM
Feature Spotlight
Powerful Document Management
💯 New
Powerful Document Management
As it gets easier to produce more and more documents to support Sales, it also gets harder and harder to manage them. Pipeliner, however, has solved this problem with our new powerful document management:
  • Create folders
  • Drag ‘n Drop where needed
  • Document’s path is clearly displayed
  • Easy to find, easy to share
  • Filter and find (e.g. types, newest, owner, name)
  • Share and access documents based on userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. rights
  • And so much more…
Learn More
Customize Entity Names
💯 New
Customize Entity Names
Maybe the default entity names in Pipeliner don’t reflect your business or the nomenclature you use so we have made it easy for you to change them. For example, maybe your business is based on referrals and you want to change the entity name Leads to Referrals, well now you can!
Read More
Two-factor authentication
💯 New
Two-factor authentication
We are all about making our system as secure as possible.

Two-factor authentication provides an extra layer of protection in addition to Username + password. We now support 3 main methods for that extra layer of protection and one backup method:
  • Email
  • SMS (Text Message)
  • Authenticator App
If you lose access to Email, SMS and you don't have access to the Authenticator app, user can use Backup codes.
Read More
Learn More About Appointment Scheduler
Learn More About Appointment Scheduler
Here is an easy-to-follow video that walks you through how to use Pipeliner’s Appointment Scheduler (hint: it's easier than Calendly!)
▶️ Click To Watch Video
Email Sequencing • Video Playlist
Email Sequencing
We have put together a comprehensive playlist of Email Sequencing related videos to give you a better overview of how to use this great new feature
▶️ Click for Playlist
SAVE THE DATE • Virtual Customer Conference
Virtual CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Conference
Pipeliner will be hosting its first virtual Customer Conference on April 6th from 7 am PT to 10 am PT. We will be providing more details in the coming weeks but get ready for an amazing event with motivational speakers, panel discussions, breakouts, networking, and much more. So please SAVE THE DATE!
📅 Click to SAVE THE DATE
Salon77 is now open!
Ask The Expert • Salon77 is now open
Every Week on Wednesday at 9 am Pacific Time, Pipeliner founder and 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. visionary, Nikolaus Kimla will be available to current customers for one hour to:

Answer questions about the product ✓
Advise on implementation & integrations ✓
Provide additional insight into features ✓
High-level review of business cases ✓

Please note this is not designed to be training or technical support, rather it is your chance to discuss the business application of the product and get advice on how to optimize your use of it.
Learn More about Salon77
Ask The Expert • Salon77 is now open
Featured ExFind Expert • Alison Edgar
Pipeliner CRM
Featured ExFind Expert
Alison Edgar MBE
“The Entrepreneur’s Godmother”
Alison is the author of “Smash It! The Art of Getting What You Want” and “Secrets of Successful Sales”. She is a Member of the British Empire (MBE) and was awarded this in 2020 as recognition for her long-term work with entrepreneurs and businesspeople. The British Queen awards this honor, and only a tiny percentage of these are handed out to business people.

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 Alison
Pipeliner CRM • INSIGHTS
Don’t Forget We Are Always Here For You!
Don’t Forget  We Are Always Here For You!
Pipeliner supports you and your users in many different ways depending on your needs. Visit this page to learn about all these ways and share it with your colleagues so whenever they need us, we are here!
Learn About All the Ways We Can Help!
Don’t Forget  We Are Always Here For You!
our knowledge digital platform
Why Obstinate Persistence is Crucial to Achieving Success
Why Obstinate Persistence is Crucial to Achieving Success
In this interview, Dr, Cheryl Wood discusses developing obstinate persistence to thrive in business. Cheryl is an international motivational speaker, best-selling author, master speaker, and development coach for women. She is committed to empowering and equipping women with the tools to share their unique voice, story, and subject-matter expertise.
▶️ Watch Cheryl
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.