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Pipeliner 5 Update — The Launch of Pipeliner with Background Synchronization
Blog / All About CRM / Jun 18, 2013 / Posted by Nikolaus Kimla / 1095 

Pipeliner 5 Update — The Launch of Pipeliner with Background Synchronization

Great news for everyone, Auto-update, Background Synchronization and other cool features have arrived!

We know how important it is for you to have all of your data and system up-to-date and in sync. We are thrilled to release New Pipeliner 5.2 that includes Background Synchronization!

Pipeliner 5.2 includes the following great features:

  • Background Synchronization
  • Software Auto-update
  • Sharing Saved Profiles
  • Improved MS Office 365 Integration
  • Enhanced Management Reports
  • Improved Synchronization Performance

Pipeliner Synchronization Capabilities

Pipeliner CRM enables you to sync your data over the secured cloud environment using traditional “Manual Synchronization” and brand-new “Automatic Background Synchronization.”

  • Manual Synchronization: This is still an option and works as it did previously.  You need to just hit the synchronization button on the top-left part of the Pipeliner application. You can use manual synchronization at any time and it does not influence the way the automatic synchronization works. Just hit the button, and you are done.
  • Background Synchronization needs to be turned on initially. In order to turn it on, you just need to hit the synchronization button on the top-left part of the Pipeliner application and then click the “On” slider. Once you activate the background synchronization, you can set the period of time for how often you prefer the automatic synchronization to be performed. Please note: You can still synchronize Pipeliner manually at any-time.

Pipeliner CRM 5 Background Synchronization

Here are the ways you can get Pipeliner Background Synchronization:

  1. Sign up for a 30-day free Pipeliner trial.
  2. Request an email invite to receive Pipeliner Background Synchronization.

If you are already a Pipeliner enthusiasts, just click the button below to sign up to become a Pipeliner Background Synchronization Users:


Pipeliner Auto-update

Pipeliner CRM now informs you that the new version is available for download via the information windows that pop-up on your computer. This allows all users to stay up-to-date with the CRM software application itself.

Sharing Saved Profiles

Using Pipeliner profiles features is very useful as you can easily configure your management report and save it for future use. New Pipeliner 5.2 lets you share these profiles with your sales team!

  • Manager can set the sales rep’s pipeline settings over his Pipeliner.
  • The sales team members can share their settings with everybody in a team.
  • Manager can create a report on his Pipeliner, save it as a profile and share it with your colleague just over the Pipeliner. There is no more of a need for PDF sending.

Pipeliner CRM 5 Profile Sharing

Pipeliner 5.2 is great step forward so do not hesitate to try it now.

Warm Regards,

Nikolaus Kimla

About Author

A 30-year veteran of the computer industry, Nikolaus has founded and run several software companies. He and his company uptime iTechnology are the developers of World-Check, a risk intelligence platform eventually sold to Thomson Reuters for $520 million. He is currently the founder and CEO of Pipeliner Sales, Inc., developer and publisher of Pipeliner CRM, the first CRM application aimed squarely at actually empowering salespeople. Also a prolific writer, Nikolaus has authored over 100 ebooks, articles and white papers addressing the subjects of sales management, leadership and sales itself.

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