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Pipeliner CRM Collection: CRM Consolidated and Streamlined
Blog / All About CRM / Jul 14, 2016 / Posted by Nikolaus Kimla / 4472

Pipeliner CRM Collection: CRM Consolidated and Streamlined

Today we are releasing Pipeliner CRM Collection—another milestone for CRM users throughout the world!

With the release of our last version—Pipeliner Automata—we took a major stride in addressing today’s sales complexity with the very first CRM application to utilize the simplifying science of cybernetics.

The complexity of today’s sales landscape has of course continued—and so we have continued our trend of simplifying it with Pipeliner Collection.

This version takes its name from an 8-volume work written by ancient Greek mathematician Pappus of Alexandria in about 340 AD. Pappus’s Collection contained a systematically arranged account of the most important results obtained by his predecessors in the field of mathematics. It also included notes explaining and expanding on previous discoveries.

In a way similar to Pappus’s work, with Pipeliner CRM Collection we have consolidated and streamlined a number of Pipeliner’s already advanced data methods—taking vital features and rendering them even more efficient. We’re collecting data and visualizing it in an intelligent, mathematical form so that people can better grasp it.

The result is an even faster, more empowering Pipeliner CRM!

New Features

Associating and Consolidating Multiple Accounts

In today’s business world, several accounts can be related to each other. XYZ Company might own ABC Company, for example, and might require ABC Company to obtain approval prior to any major purchase. In Pipeliner, however, these 2 companies could be separately entered simply because they are different companies.


A sales rep on ABC’s account might discover that XYZ owns ABC, and would want that information known, especially since it affect’s ABC’s purchase process. Pipeliner’s new Parent Account allows you to assign a parent account to an existing account—in our example, XYZ Company would be assigned as a parent account to ABC Company. This new functionality also allows assignment, under one account, of multiple accounts.

Additionally a user can aggregate data from multiple accounts in a single selected account.

Merging Accounts and Contacts

What can you do if you discover that 2 Pipeliner accounts or contacts contain different data but actually belong in 1? With Pipeliner CRM Collection, you can simply merge 2 contacts or accounts into a single contact or account.

Compact View Expanded

Pipeliner’s unique Compact View was introduced in Pipeliner Phaenomena (version 7.5). This functionality allows you to, at a glance, see the last time a prospect was touched, the sales opportunities in which that prospect is involved, and activity from their running feed (latest social CRM updates, emails or internal messages).

With Pipeliner Collection, Compact View is expanded to include leads, opportunities, and opportunities within the Archive.


New KPI Dashboard Report

Pipeliner’s visual KPI Dashboard Reports is a primary feature that sets Pipeliner CRM far beyond its competitors. We have now added Pipeline Conversion Rates Chart—which provides conversion rates of a single rep or multiple reps within a team, at a glance.

Additional Enhancements

As with every new release, in Pipeliner Collection we have provided many additional enhancements to make Pipeliner CRM Collection the best possible choice for your company and sales team:

  • View accounts or contacts on Google Maps
  • Major advancements to our Pipeliner-exclusive CRM filter features
  • Major advancements and upgrades to reporting features
  • Major advancements and upgrades to Pipeliner Mobile

With Pipeliner Collection, Pipeliner CRM once again leaps ahead of the competition with even sleeker, more powerful Instant Intelligence, Visualized!

About Author

CEO and partner of and the uptime ITechnologies, which I founded in 1994 and has since played a significant role in the development of the IT-environment. pipeliner is the most innovative sales CRM management solution on the market. Pipeliner was designed by sales professionals for sales professionals and helps close the gap between the requirements of C-level executives for transparency and the day-to-day operational needs of field and inside sales. I am also the founder and Initiator of the independent economic platform GO-AHEAD!, which orientates itself on the principles of a free marketplace in terms of liberal and social responsibility. Connecting people, the trust of business leadership in terms of values such as freedom, self-responsibility, and entrepreneurial spirit, and strengthening their awareness in order to create a dynamic boost within the economy triggered through spontaneity, all stand for the initial ideas surrounding GO-AHEAD! I studied in Los Angeles and Vienna and received my Masters's Degree in 1994. I am married and have 3 children My Specialties are in: Sales Management, Sales CRM Software, CRM Cloud Solutions, SAAS, Business Strategy, Software Development, "Pipeline Management", Social responsibility, outbound sales, b2b sales, inside sales, sales strategy, lead generation, sales process, entrepreneurship, coaching, mentoring, speaker, opportunity management, lead management, Austrian School of Economics

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