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Pipeliner CRM
Feature Spotlight
New Tagging!
💯 New
Brand New Tagging!
Tagging allows you to categorize and search Accounts, Contacts, Leads or Opportunities in Pipeliner. Users can use multiple Tags per record and - if their userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. rights allows - can create new Tags “on the fly” from inside the web app. Tags can even be color-coded when they’re created!
Learn More
Now you can let other people & systems send emails on your behalf!
💯 New
Now you can let other people & systems send emails on your behalf!
Now users, such as salespeople, can, for example, let Marketers, RevOps or other roles send emails from that salesperson’s email address to use with Automatizer workflows, Email Sequences and Mass Emails.
Email Sequence Enhancements
💯 New
Email Sequence Enhancements
  • Bounced emails — automatic unenrollment. To keep your email reputation, this checkbox should be selected to automatically unenroll bounced emails.
  • Automatic Follow-up on unsubscribe. A user can define custom tasks, to follow up with someone who unsubscribed from communication
  • When a recipient replies you can create an immediate follow-up task
  • All follow-ups now support Customizable forms, so users can personalize the follow-up tasks as they wish
Do you love all the new Customization Options?
💡 Tip
Do you love all the new Customization Options?
Make Pipeliner Fit The Way You Work! Now you can have more customization options at your fingertips:
  • Admin can customize what is displayed for entities such as 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., Contact, LeadLead 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., & Opportunity
  • Users can reorder the interface based on their preferences
  • Users can even hide the widgets on the right side to create more space to work in
  • Plus most Navigation tabs display the number of related records
Document Management • Video Playlist
Document Management
Learn more about how to use our new Document Management feature with these step-by-step instructional videos.
▶️ Click for Playlist
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!)
▶️ Watch Video
Make sure to integrate your email with Pipeliner so you can use Email Sequencing
Email Sequencing
Make sure to integrate your email with Pipeliner so you can use Email Sequencing

Now you can build cascading email campaigns from right inside Pipeliner!
  • Schedule the sequence of emails
  • Use email templates
  • Create conditional follow-up actions for your team
  • Specify the conditions when contacts should be unenrolled from a sequence
  • Review campaign performance statistics
  • And more!
Read More
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 • Satyam Kantamneni
Pipeliner CRM
Featured ExFind Expert
Satyam Kantamneni
Satyam founded UXReactor in 2014 together with his brother, Prasad. Under his leadership, UXReactor has become the fastest growing specialized experience design firm in the USA, with a team of 60+ employees spread over three continents.

UXReactor transforms experiences so that companies no longer have to compete on features. They do this by helping clients architect entirely unique, end-to-end experiences and differentiating them in such a profound way, that it’s virtually inimitable.

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 Satyam
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!
Virtual Customer Event • Video Replays
📺 Video Replays
Virtual Customer Event
If you missed our virtual customer event or want to revisit some of the sessions, the replays are now available on a secure page where you can log in with your Pipeliner CRM credentials.
▶️ Click to Access Videos
our knowledge digital platform
Karen Curry Parker • The Hidden Causes Of Burnout & Its Effects
The Hidden Causes Of Burnout & Its Effects
Karen Curry Parker is a number-one best-selling author, human-design specialist, trainer, professional speaker and creator of Quantum Human Design and Quantum Alignment System. In this interview, Karen unpacks the symptoms & causes of burnout and how to counter them.

We often use media as a substitute for cultivating true meaning and alignment. If you can’t sit without contact with a device for a couple of hours, there’s a pretty high probability that you’re burned.
▶️ Watch Karen
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.