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Pipeliner CRM
Feature Spotlight
Custom Entities › Additional Enhancements!
💯 New & Enhanced
Custom Entities › Additional Enhancements!
Following our recent release of CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Entities, we are delighted to inform you that we have already enhanced this capability.

Imagine you want to filter accounts by “open orders”. Now you can, thanks to advanced filtering & reporting on custom entities. This functionality is available in every Power Panel › Filter.

Plus it is also available in all Spreadsheets & Pivot table reports.
   Learn More   
Archiving Accounts & Contacts
💯 New
Archiving Accounts & Contacts
Maybe you have unfortunately lost a customer but you don't necessarily want to delete this 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. from the system but would rather keep it for future reporting, or to view the interaction history in feeds. Users can now trigger the archive, either manually or automatically via the Automatizer. An example may be when you want to archive records you haven't heard from after a certain period of time.

The Archive is available for Accounts & Contacts.
Talk More, Type Less!
💯 New
Talk More, Type Less!
Enhanced capabilities
Now you can enter and save dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. in Pipeliner simply by using your microphone and thanks to speech-to-text recognition, the system will save the data in Fields, Notes, or even use it to write emails!

This functionality is available in Rich text fields, all notes and in Email Editors.
Have you tried the AI Email Assistant yet?
💡 Tip
Have you tried the AI Email Assistant yet?
Talk about a producvitity enhancer - our AI Email Assistant has been working overtime helping people create the right email with the right tone and the right message every time.

It’s not just a time saver, it actually improves your communication and helps your message hit the target first time.
Crucial Lessons From History • Ebook
📚 Ebook
Crucial Lessons From History
What Might We Learn?

There is no doubt that we live in very turbulent times. Fortunately, we have several hundred years of recorded history to look back on and hopefully learn some lessons from.

Our particular time in history is eerily similar to the Reformation of the 16th century. Certainly one of the greatest events in human history was the Reformation, a major movement in 16th century Europe that posed religious and political challenges to the Catholic Church and the authority of the Pope.
Featured Podcast • Featured Podcast: Why is Sales Leadership Connected to Emotions in Sales?
Sales POP!
Featured Podcast
Why is Sales Leadership Connected to Emotions in Sales?
In this podcast episode, host John Golden and guest John Crowder, VP of Healthcare with Integrity Solutions, discuss the importance of sales leadership and the impact it has on sales teams and organizations. They emphasize the need for effective coaching and highlight the significance of building relationships and being authentic in sales.

They also address the lack of leadership development and coaching skills in many organizations. Crowder shares how his company focuses on bringing the human element back into business interactions.
  🎙 Listen to J.Golden & J.Crowder  
  🎙 More Podcasts Like This  
Featured ExFind Expert • Oliver Sweet
Pipeliner CRM
Featured ExFind Expert
Oliver Sweet
"business anthropologist”
Oliver offers an unfiltered view of people and culture through international research. He educates companies and governments on how to change consumer and citizen behavior.

His work has spanned over 35 different countries around the world where he has worked on topics such as public health, sustainability, 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. innovation, and brand development.

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 Oliver Sweet  
our knowledge digital platform
Matt Phillips • Common Mistake When Promoting Salespeople to Sales Leaders
Common Mistake When Promoting Salespeople to Sales Leaders
As a leadership coach and host of "The Matt Phillips Podcast", Matt Phillips helps sales leaders achieve pro-level performance by developing and harnessing their mental toughness. Having worked with companies including Western Union, Marsh, and Robert Half, Matt knows that the status quo of promoting rockstar salespeople to sales leaders often leaves the new leader with significant gaps in their own leadership philosophy, confidence, and resilience.

By combining his background as a professional baseball player with his global experience in sales, operations, and accounting, Matt supports business leaders and teams as they break through the mental roadblocks that arise in their daily grind to help them realize their potential in their personal and professional lives.
  ▶️ Watch Matt  
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💬 Get in touch with us
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.