Pipeliner CRM Expands with New Product Offerings
The Voyager AI Real-Time Insights and the Microsoft Dynamics Booster strengthen Pipeliner CRM’s platform with advanced AI reporting and seamless integration for Dynamics users.
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Pipelinersales Corporation has announced the launch of its new AI reporting agents, Voyager AI Real-Time Insights and Recommendations, and the Pipeliner CRM Microsoft Dynamics Booster.
“We’re thrilled to have so much momentum leading into the peak of the summer season,” said Nikolaus Kimla, Pipeliner’s CEO.
“The launch of our new AI reporting agent and Microsoft Dynamics Booster continues to add to our growing roster of industry-leading services and features that sales professionals gain access to when they bring Pipeliner into their tech stack.”
“Our added award wins highlight the critical impact we’re making to redefine the sales CRM experience.”
Voyager AI Real-Time Insights and Recommendations
Meant to empower, not replace, sales professionals, Pipeliner’s Voyager AI helps sales professionals automate their workload, allowing them to prioritise human-driven tasks, such as one-on-one customer interactions.
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Pipeliner is expanding those capabilities with the launch of Voyager AI Real-Time Insights and Recommendations, its new AI reporting agent.
Voyager’s AI Real-Time Insights and Recommendations leverages AI to deliver real-time analytics on key aspects of the sales process, including pipeline health, customer engagement and team performance. It goes beyond basic reporting capabilities to offer AI recommendations centred around optimising sales strategies.
Pipeliner’s Voyager AI reporting agent enables quick, informed decision-making and integrates seamlessly with Pipeliner’s visual pipeline and reporting capabilities.
Users can now create reports using AI prompts, making data analysis faster and more efficient. They can also utilise AI to define main entities, columns, grouping, sorting, filters, and charts in reports. Additionally, users can interact with the AI Agent through a chat interface to refine report structures and access chat history.
To ensure data security, all AI analysis occurs within the Pipeliner platform, ensuring confidentiality and protecting sensitive customer data.
Pipeliner CRM Microsoft Dynamics Booster
“The time for clunky, outdated CRM solutions has passed,” added Nikolaus Kimla. “Inspired by our Salesforce Booster, launched in 2024, our new Microsoft Dynamics Booster brings all the benefits of the Pipeliner CRM platform to legacy Microsoft Dynamics users with minimal investment or downtime.”
“We’re excited to help more sales teams upgrade their CRM experience to take advantage of the latest and greatest tech advancements on the market today.”
Pipeliner’s new Microsoft Dynamics Booster aims to alleviate some of the burden for teams looking to update their CRM platform, coexisting with Microsoft Dynamics while allowing sales teams to leverage the easier-to-navigate, intuitive interface of Pipeliner’s CRM.
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