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Pipeliner CRM
Feature Spotlight
New Lead Process
💯 New
New 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. Process
Lead qualificationLead Qualification Lead Qualification is the process of determining whether a potential customer has the characteristics of your company’s ideal client (such as sufficient purchasing ability and a higher likelihood of buying your product). requires its own defined processes and now with Pipeliner Lead Management, you can build unlimited lead processes, such as for…
  • InboundInbound Inbound refers to interest (could be sales or marketing driven) that comes in – e.g. cold emails to you, submitted forms on your website, press inquiries, etc. & Outbound Leads
  • Partner & Distributor Leads
  • 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.-specific Leads
Plus you can have unlimited steps as well as processes and even have leads move backward or forwards based on seller activity and buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service. response..
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New Lead Forms
💯 New
New Lead Forms
For any step in a lead process, you can now add customized forms. An example would be when a new hot lead comes in support can be notified to be ready to engage at any moment.

You could have another form for lost leads so that all the information relevant to that lead can be saved and analyzed.
Email Permissions
💯 New
Email Permissions
Set up the email contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. privacy for each role — make them private or public. Email privacy is automatically applied to incoming or outgoing Emails.
Customize Entity Names
💡 Tip
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!
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!
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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
Salon77 is now open!
Ask The Expert • Salon77 is now open
Every Week on Wednesday at 9 am Pacific Time, Pipeliner founder and product 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 • Dr. Natalie Nixon
Pipeliner CRM
Featured ExFind Expert
Dr. Natalie Nixon
the creativity whisperer for the C-Suite
Natalie advises leaders on transformation — by applying wonder and rigor to amplify growth and business value. She brings an innovative and unique perspective to every keynote, strategic advisory engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience., and leadership coaching session. Her experience living in 5 countries combined with her background in anthropology, fashion, academia, and dance distinguish her as a one-of-a-kind creativity expert.

She was named among the top 40 women keynote speakers in the world for 2020 by Real Leaders; the top 10 women keynote speakers of 2021 by BigSpeak; and has been featured in Forbes, Fast Company and INC.

She's the author of the award-winning "The Creativity Leap: Unleash Curiosity, Improvisation and Intuition at Work"

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 Natalie
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
Lance Tyson • The Human Sales Factor
The Human Sales Factor
Lance Tyson discusses his book The Human Sales Factor: The Human-to-Human Equation for Connecting, Persuading, and Closing the Deal. Lance is the CEO of The Tyson Group, a top sales trainingSales Training Sales Training is the process of improving the skills, behavior and mindset of sales professionals to upgrade their selling performance. company. He specializes in sports selling and has worked with some of the biggest sports teams in America.
▶️ Watch Lance
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.