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Pipeliner CRM
Feature Spotlight
 
New Lead Scoring!
 
💯 New
Brand New New Lead ScoringLead Scoring Lead Scoring is the process of assigning a relative value to each lead based on different criteria, with the aim of ranking leads in terms of engagement priority.!
 
Our Lead Scoring add-on allows you to use both pre-defined and custom scoring criteria so your team can prioritize your best Leads. You can set up Scoring Rules based on field values, activities or emails for different types of 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.. The Lead Scoring widget shows both the overall score for each Lead and also how it is tracking against your Lead Scoring rules.
 
 
Learn More
 
 
Calling & New Text Messaging
 
💯 New
Calling & New Text MessagingMessaging Messaging is the process of communicating your brand’s value proposition, the benefits you offer, and the perceived meaning of such communication among your target audience.
 
You can initiate a call directly from your Pipeliner cloud web application using a personal phone number and then log the call as a completed task. You can also send one-off or mass text messages directly from within the web app - using a purchased Pipeliner VOIP number - making keeping in touch with your customers and prospects even more seamless and efficient.
 
LEARN MORE
 
 
Automatizer — Triggering a process from another process
 
💯 New
Automatizer — Triggering a process from another process
 
Pipeliner has now made it even easier to leverage the power of Automatizer by triggering processes from within other Automatizer processes. No longer is there the need to create a single, complex process, but rather users can now enjoy creating more scaled-down processes and then chain them together into a unified workflow. This makes the creation, management and troubleshooting of complex Automatizer processes much easier.
 
LEARN MORE
 
 
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, Lead, & 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
 
LEARN MORE
 
 
Learn more about Forecasting
 
📚 ACADEMY
Learn more about ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors.
 
Learn more about how to use our new Forecasting Feature with this step-by-step instructional video.
 
▶️ Watch Video
 
 
7 Reasons to integrate your email with Pipeliner CRM
 
📕 LEARN
7 Reasons to integrate your email with Pipeliner CRM
 
Integrating your email with Pipeliner CRM unlocks all or some of the following features (depending on your tier):

  • Email Tracking
  • Email Templates
  • Mass Emails
  • Appointment Scheduler
  • Email follow-up
  • Report Scheduler
  • Email Sequences
 
Read More
 
 
 
Pipeliner CRM • INSIGHTS
No Ifs, Ands or BOTs!
 
No Ifs, Ands or BOTs!
 
We love people not BOTs!

Learn more about our approach to customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. service and support - Welcome to Your Wingman!
 
 
Learn More
 
 
No Ifs, Ands or BOTs!
 
 
Featured ExFind Expert • Steve Lowel
 
Pipeliner CRM
Featured ExFind Expert
 
Stever Lowel
Award-Winning Global Speaker & Coach
 
Steve Lowell, CSP has been speaking and performing on the live stage since the age of 6, that’s over 53 years ago. From Ottawa, Canada, Steve is an award-winning, global speaker and for over 30 years he has been training and mentoring executives, thought-leaders, and professional speakers around the world to deliver high-impact keynote speeches, drive revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. from the platform and build wealth through speaking.

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 Steve
 
 
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
SALES POP! HIGHLIGHTS
 
Aaron Weiche • How Text Messaging Has Evolved for Business
 
🎥 VIDEO INTERVIEW
How Text Messaging Has Evolved for Business
 
Aaron Weiche discusses text messaging and how it has moved on from its infancy stage and evolved into a viable two-way communication channel for businesses. Aaron Weiche is the Co-Founder and CEO of Leadferno, a business messaging solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. that helps create delightful conversations at speed for businesses through messaging.

This Expert Insight Interview discusses:
  • The infancy of text messaging in business
  • How text messaging has evolved into a two-way communication channel in business
  • The advantages of text messaging over other communication channels
 
▶️ Watch Aaron
 
www.salespop.net
 
 
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 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.