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From Pipeliner CRM
Custom Entities • Create no-code custom entities with customized fields, forms, and permissions
Pipeliner CRM
Feature Spotlight
Custom Entities • Create no-code custom entities with customized fields, forms, and permissions
💯 New
Custom Entities
Create no-code custom entities with customized fields, forms, and permissions...
With custom entities, you can easily organize 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. and information in the CRM. Custom entities are fully flexible and are similar to standard entities like Accounts and Contacts. Every custom entity has its own fields, forms, permissions, relations, and shares a similar interface with standard entities. And there are no coding skills required to create a custom entity!

This enhanced capability allows you to easily organize data in the CRM according to your unique business needs.
Learn More
Connect more of your apps to Pipeliner CRM with Zendesk
Connect more of your apps
to Pipeliner CRM with "Zendesk"

Pipeliner has developed a native integration to Zendesk to make it easy to leverage from inside the CRM. Automation and easy syncing between the systems deliver huge productivity gains and a smoother workflow.
Learn More about "Zendesk" Integration
Connect more of your apps to Pipeliner CRM with Zendesk
Enhanced Chart Options
💯 New
Enhanced Chart Options
Tracking Year over Year, Month over Month growth is now simpler now that you can add date fields into the Segment part of the chart.

Charts which support date fields in Segment (Y) axis:
  • Multi Line
  • Stacked Column
  • Multi-column
  • Stacked Bar
Do you love Pivot Tables?
💯 New
Do you love Pivot Tables?
Enhanced capabilities
Resizing & Sorting › Now there is a new way for users to resize the columns of Pivot and with this new improvement users will be able to work better with wider pivot tables.

In addition, Pivot Table users are now able to sort data Alphabetically or by Total Value — for example, “Sort the pivot table by revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. by Owner´s total won amount”.
Mega-Threats to the Sales Industry • Ebook
📚 Ebook
Mega-Threats to the Sales Industry
In this E-Book, Nikolaus Kimla explores the Mega-Threats to the Sales Industry.

Chapter #1 explains mega-threats and why the industry should investigate them. The first mega-threat, technological developments in sales roles, is covered in Chapter #2. The second mega-threat, data mismanagement, is examined in Chapter #3. Chapter #4 covers the third mega-threat, improper procedures and technology, emphasizing the significance of effective and coordinated sales processes.
Featured Podcast • How Mental Fortitude and Coachability Can Lead to Success in Business?
Sales POP!
Featured Podcast
How Mental Fortitude and Coachability Can 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. to Success in Business?
In this podcast episode, John Golden interviews Alex Fisher about his new book, “The Business Athlete” They discuss Alex’s background as a professional soccer player and how it influenced his book. They also delve into topics such as mental fortitude, coachability, and energy management. Alex emphasizes the importance of taking control of one’s own energy and understanding their own operating system. They also touch on the importance of creating a functional structure and implementing effective processes.
🎙 Listen to John & Alex
🎙 More Podcasts Like This
Featured ExFind Expert • Sandeep Nath
Pipeliner CRM
Featured ExFind Expert
Sandeep Nath
"leveraging ancient wisdom for modern business”
An IIT-IIM alumnus, Sandeep Nath founded and ran a successful strategy consulting company before heading to the Himalayas in search of the purpose of life and what drives our energetic consciousness. As a Coach, he has taken the sacred wisdom of our Inner Power to more than 46 cities across four continents.

An international Reiki master, Business Qigong guide, Mindfulness coach, and Author of four books, Sandeep is an expert on Stress Management and applying ancient oriental wisdom to modern business challenges.

He is on the Executive Boards of Global Youth Mental Health Awareness (GYMHA) Inc, Australia, and PSA India.

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 Sandeep Nath
our knowledge digital platform
Lisa J. Smith • Overcoming blindspots in B2B sales
Overcoming blindspots in B2BB2B B2B is an acronym for Business-to-Business, a model for selling, relationship-building, or engagement. sales
According to Lisa J. Smith, CEO and Founder of SmithCo, follow-up is often a blind spot for companies in their sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process.. Many people focus on the initial sale and networking but fail to continue the conversation with potential clients.

Lisa emphasizes that follow-up should not be seen as pushy or annoying, but rather as a way to stay top of mind with potential clients. It involves having multiple layers of sales conversations to qualify clients and understand the ebb and flow of their readiness to buy.
▶️ Watch Lisa
🌐 more on
💬 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 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.