Inside Track Newsletter

?? 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.

?? 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.

?? 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.

?? 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.

Special 3-2-1 Promotion!

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• Sales reps spend hours chasing outdated leads.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 to secure your discounted pricing for one, two, or all three features — the more you buy, the more you save!

*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.

?? 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.

?? Forbes Featuring Pipeliner CRM

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.

??? Featured Expert 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.

?? Linkedin Live Review: Sales SheRo Spotlight #3

Couldn’t join Pipeliner CRM’s Sales SheRo Spotlight? No worries! You missed insightful strategies from ??Meshell R Baker?? thriving in tough times and maintaining a success-driven mindset. Don't miss out on the key highlights and transformative takeaways from the session. Stay tuned for more inspiring discussions in our Sales SheRo series.

?? Catch up on all the insights here:

We hope you enjoyed this week's newsletter!