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› › › › From Pipeliner CRM
 
 
Pipeliner CRM
› › › › Feature Spotlight
 
Voyager AI › Email Categorization
 
💯 New
VOYAGER AI
↳ Email Categorization
 
Voyager can now automatically process and evaluate incoming emails.

Our AI algorithm analyzes the email body and assigns relevant tags from your predefined set, helping you quickly categorize and prioritize messages.

Voyager AI also analyzes the sentiment of each email, providing you with a clear understanding of the tone and emotions expressed.

Create a report or a list of records with specific tags, such as "Urgent", "Follow-up,” or pinpoint records with certain sentiments and respond accordingly.
 
 
   Learn More   
 
 
WhatsApp Integration
 
💯 New
WhatsApp Integration
 
WhatsApp is being used more and more in business so we have integrated this great tool into Pipeliner CRM.

WhatsApp accounts can be added as a Company WhatsApp account (which can be used by multiple users that have the permissions to do so) by a Pipeliner Administrator or users can add their own WhatsApp accounts as personal accounts.
 
  LEARN MORE  
 
 
Static Profiles (Lists)
 
💯 New
Static Profiles (Lists)
 
Organize Your Data More Effectively.

Easily organize your records and create static profiles from existing profiles or directly from your record selections.

Streamline your record management, boost your marketing efforts, and drive more conversions all and more with new Static Profiles.
 
  LEARN MORE  
 
 
Interactive Contextual Help
 
🔥 New & Hot
Interactive Contextual Help
 
Helping you succeed!

We are introducing our new interactive contextual help to assist you.

This new interactive help will provide you with work guides, new features, setups, tips & tricks, and more based on where you are in Pipeliner.
 
  LEARN MORE  
 
 
 
Sales Offer
› › › › Special 3-2-1 Promotion!
 
Special 3-2-1 Promotion • Duplication Checker • Online Forms • Approvals
 
🔥 SPECIAL OFFER
Duplication Checker • Online Forms • Approvals
 
We are offering these 3 features to all tiers at one-off, promotional pricing with progressive discounts ranging from 25% to 50% depending on how many of the tools you purchase*

↳ DUPLICATION CHECKER — antidote to Garbage In, Garbage Out

Your CRM is the heart of your customer data management, housing all the critical information you need to drive sales and marketing success. But without a clean, duplicate-free database, you're wasting valuable time and resources:
  • Sales reps spend hours chasing outdated leads.
  • Marketing teams target the wrong people.
  • AI tools fail to deliver meaningful results.
Pipeliner’s Duplication Checker is the ultimate solution to ensure your CRM database is accurate, up-to-date, and free of duplicates. Learn More about Duplication Checker.
 
↳ Optimize Your Business with ONLINE FORMS

Imagine effortlessly surveying customers, letting them update their own records, auto-populating leads from your website, managing events, and gathering feedback—all without purchasing additional third-party products. With Pipeliner’s Online Forms Tool, all these powerful capabilities are at your fingertips. Learn More about Online Forms.
 
↳ What Gets Measured, Gets Managed — PIPELINER APPROVALS

Ensure every proposal sent by your team safeguards your necessary margins. With Pipeliner’s Approval Processes, you can create customized workflows to review and approve pricing before it reaches customers. Set up approval processes tailored to your needs and rest assured that all pricing meets your approval standards. Get started today and safeguard your profitability. Learn More about Pipeliner Approvals.
 
  CONTACT SALES FOR MORE INFORMATIONS  
 
* All three tools available through this special offer have a new pricing model — they are licensed by the site, NOT by the number of users.
 
 
Featured ExFind Expert • Adrian Koehler
 
Pipeliner CRM
Featured ExFind Expert
 
Adrian Koehler
 
THE NO-NONSENSE LEADERSHIP ENGAGEMENT EXPERT

Senior Partner at Take New Ground and the go-to guide for fast-moving leaders. Adrian is dedicated to breaking through barriers, he spends his time helping entrepreneurs and enterprise leaders cut through the noise and create transformative outcomes.

Adrian coaches executives globally, encouraging authentic leadership and fostering courage for meaningful change. His passion for human performance has led him to diverse contexts, from Fortune 500 organizations to startups and healthcare, making Adrian a catalyst for real talk and impactful results.

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 Adrian  
 
 
 
Pipeliner CRM • NEWS
› › › › Forbes featuring Pipeliner CRM
 
Pipeliner CRM • NEWS • Forbes • Innovative companies often lead the creation of new categories in the market, but it’s not always an easy process.
 
Innovative companies often lead the creation of new categories in the market, but it’s not always an easy process.
 
20 Forbes Business Council members, including PIpeliner CRM CEO Nikolaus Kimla, each share one step company leaders need to take to carve out a new niche successfully. Read on to learn more about why these strategies are essential, as well as the short- and long-term impact on business success.
 
 
  Read article  
 
 
Pipeliner CRM • NEWS • Forbes • Innovative companies often lead the creation of new categories in the market, but it’s not always an easy process.
 
 
 
our knowledge digital platform
› › › › SALES POP! HIGHLIGHTS
 
Bobby Hakimi • The Transformative Role of AI Agents in Business
 
🎥 VIDEO INTERVIEW
The Transformative Role of AI Agents in Business
 
A deep dive into the world of AI technology with Bobby Hakimi, the Chief Product Officer and co-founder of Canvas.

The conversation centered around the transformative role of AI agents in contact center software, their potential to improve employee retention, and their impact on lead generation.
 
  ▶️ Watch Bobby  
 
🌐 more on salespop.net
 
💬 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 solution 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 revenue.

We will guide you through the product and present all the benefits.

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