Company Kicks Off Summer with Launch of New Reporting Agent, Microsoft Dynamics Booster and Award Recognitions

Pipelinersales Corporation, a top-rated provider of enterprise-class CRM solutions, announces a strong start to the summer season, with the launch of its new AI reporting agent, Voyager AI Real-Time Insights and Recommendations, and the Pipeliner CRM Microsoft Dynamics Booster. Additionally, the company was recognized for two awards, including being named the winner of AI Customer Service: Best Outcomes, Analyzing Customer Data in the inaugural Newsweek AI Impact Awards and the winner of CUSTOMER Magazine’s 2025 CRM Excellence Awards.

“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 – AI Reporting Agent

At Pipeliner CRM, AI is the future of the sales industry. Meant to empower, not replace, sales professionals, Pipeliner’s Voyager AI helps sales professionals automate their workload, allowing them to prioritize human-driven tasks, such as one-on-one customer interactions. This summer, Pipeliner is expanding those capabilities with the launch of Voyager AI Real-Time Insights and Recommendations, its new AI reporting agent.

At the speed with which sales move today, access to timely and relevant reporting is critical to success. 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-driven recommendations centered around optimizing sales strategies.

In addition to reducing the need for manual reporting, an often time-consuming task for sales teams, 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 utilize 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 transition between CRM platforms can be a lengthy, time-consuming process. However, the risk of sticking with legacy platforms can also be costly due to “technical debt,” which accounts for approximately 40% of IT budgets and 20% to 40% of a company’s entire tech stack.

“The time for clunky, outdated CRM solutions has passed, continued 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. Benefits of deploying the new Booster include:

• Seamless transition: Deploy in hours with minimal technical requirements or demands on IT staff, minimizing business disruption. Leverage your legacy work in Microsoft Dynamics, without needing to change architecture, fields, processes or reports.
• Cost savings: Replace expensive Microsoft Dynamics licenses with more cost-effective Pipeliner licenses.
• Increased CRM Performance: Gain greater visibility into revenue, access improved forecasting capabilities and benefit from better sales performance management and coaching.
• Access market-leading AI functionality: Gain access to Pipeliner’s Voyager AI, enhancing the sales process by enabling sales professionals to automate rote tasks like reporting and data entry to refocus on what they do best – selling.
• Unmatched Innovation: Gain access to Pipeliner’s monthly functionality updates, ensuring rapid deployment of new and updated features, leveraging best practices.

Recognized for Excellence—Again and Again

Pipeliner CRM adds two new award wins to its roster for 2025. The first award, Newsweek’s AI Impact Awards, named Pipeliner the winner of AI Customer Service: Best Outcomes, Analyzing Customer Data.

In its inaugural year, The Newsweek AI Impact Awards identify and recognize uniquely innovative AI solutions that solve critical business problems in different industry segments or significantly advance capabilities. Winning entries were selected by a panel of expert judges from a variety of industries and were handpicked by the Newsweek editorial team. ​To view the complete list of winners, click here.

Pipeliner CRM is also one of three providers recognized by this year’s CUSTOMER Magazine CRM Excellence Awards. In its 26th year, this award honors solutions backed by measurable success, as demonstrated by data, outcomes, and real-world performance. Each winner illustrated how their innovations tangibly transform client organizations by streamlining processes, deepening engagement, and strengthening long-term customer loyalty. For the complete list of winners, click here.

Additionally, Pipeliner CRM has been shortlisted by the SaaS Awards for the Best SaaS Solution for Sales, Marketing & CRM award. The SaaS Awards recognize organizations that are raising the bar in the software-as-a-service industry - from exemplary use of the latest technologies, such as AI, to addressing the changing needs of a particular sector or business process. For the full shortlist, click here.

Pipeliner CRM is now generally available in AWS Marketplace. For more information on Pipelinersales Inc. and its Pipeliner CRM platform, please visit www.pipelinersales.com.

About Pipeliner CRM

Pipeliner CRM is elevating the perception and performance of the sales position. It begins by disrupting the CRM marketplace, leveraging the latest technology that quickly integrates with all other systems seamlessly, thereby minimizing costs and risks. Pipeliner adopts a unique approach to traditional CRM platforms by leveraging instant, dynamic visualization that drives rapid adoption rates and supreme user experiences. Its online and offline iOS and Android mobile apps address the largest audience possible and provide CRM functionality on the go.

Pipeliner is headquartered in Los Angeles, California. Please engage with us on Facebook, LinkedIn, and @PipelinerCRM or visit us at PipelinerCRM.com.

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"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."