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Pipeliner CRM
Feature Spotlight
Introducing Email Sequencing
💯 New
Introducing 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!
* Available as part of the Unlimited tier
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Account Hierarchy
💯 New
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. Hierarchy
Account hierarchy offers a unique overview of the whole Account tree hierarchy. Now regardless of how complicated your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. company structures are, you can easily view them and plan accordingly.
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Drag ‘n Drop Documents
💯 New
Drag ‘n Drop Documents
Who doesn’t love the convenience of drag ‘n drop? Well, now you can drag ‘n drop a document from your local storage to the document view. Then the document will be automatically uploaded!
Learn more
Project Management • Video Playlist
📺 Video
Project Management Video Playlist
We have put together a comprehensive playlist of Project Management related videos to give you a better overview of how to use this great new feature.
Click for Playlist
Featured ExFind Expert • Mike Bosworth
Pipeliner CRM
Featured ExFind Expert
Mike Bosworth
Creator of “Solution SellingSolution Selling Solution Selling is a sales approach commonly adopted in a B2B environment where the salesperson probes the customer’s problem(s) and develops/proposes a solution using the seller company’s products or services.
Mike Bosworth is well known throughout the business sales world as a trainer, speaker, and the author of best-selling sales books Solution Selling: Creating Buyers in Difficult Selling Markets (McGraw-Hill, 1993), What Great Salespeople Do: The Science of Selling Through Emotional Connection and the Power of Story (McGraw-Hill, 2011) and co-author of CustomerCentric Selling (McGraw-Hill, 2003).

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 Mike
Pipeliner CRM
The Future of Technology with Pipeliner CEO, Nikolaus Kimla on
Pipeliner CEO, Nikolaus Kimla has Been Building Successful Tech Companies Since The Dot Com Days. He speaks to about his predictions.
Listen to Action and Ambition Podcast
The Future of Technology with Pipeliner CEO, Nikolaus Kimla on
our knowledge digital platform
Precious Williams • Taking Your Sales Pitch From Trash To Cash
Taking Your Sales Pitch From Trash To Cash
Precious Williams has successfully appeared on Shark Tank & is a 13 time National Pitch Champion! She has been featured in WSJ, Forbes, CNN as well as coaching Fortune 500Fortune 500 Fortune 500 is a listing of the 500 largest companies in the United States based on revenue, compiled and published yearly by Fortune magazine. companies including Microsoft and Google.
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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.