Pipeliner CRM Release Notes

Pipeliner CRM 5.19.0 introduces a brand new Voyager AI Coach, which guides userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. requests with intelligently routed, always-available access, and seamless integration with the incredible depth of knowledge available from both our SalesPOP! Experts and Pipeliner Knowledge Base. This release also includes significant improvements to the ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. tool. The primary changes include a new multi-step wizard for forecast creation with descriptive text to better explain what happens in each step, an overhaul of QuotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. management with "Simple" and "Custom" modes,... Read More

Pipeliner CRM 5.18.0 introduces an improved Navigator. When drilling down from a chart, you can now view the report's main records and the related records that impact the chart in two separate tabs. In response to customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. feedback, we are implementing Tags for Activities. Users can now create separate Tags for both Tasks and Appointments, and these tags will work the same as everywhere else in Pipeliner. Based on customer feedback, we also now allow users to choose the conditions... Read More

Pipeliner CRM 5.17.0 introduces a brand new Navigator. Our new Navigator allows users to create their own layouts, made up of multiple customizable elements that can be simply dragged & dropped onto a layout and saved as a custom Profile. This release includes further enhancements and updates to the visual templateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier. editor (WYSIWYG). When working with Record Conversions in Entities, there is a new option to define mappings for specific “source” record type and “target” record type. We are also... Read More

Pipeliner CRM 5.16.0 introduces a brand new AI Report Agent. The Voyager AI Report Agent is our next powerful enhancement, leveraging AI capabilities to streamline user workflows in Pipeliner. Users can now use natural language prompts and Voyager AI will create reports based on the requirements. We have also improved our Visual Email Template Editor, which now allows users to select from predefined layouts, including Newsletter, Announcement, Services, and an Empty layout. This software release enhances email-triggered automation in Automatizer... Read More

Pipeliner CRM 5.15.0 introduces brand new Activity Coloring in Calendar. From now users can set custom colors for themselves and their colleagues which will visually differentiate the ownership of tasks and appointments in the Calendar view. We also improved Emails. When a user is manually sending an email, there is now an option for them to send the email later using “Schedule Send”. There is also improvement in Reports & Dashboards. Users can select a new related entity - RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.... Read More

Pipeliner CRM 5.14.0 introduces Improved Voyager AI Online Form Agent, the AI agent can now create a more structured form using more fields in a single row to create more comprehensive and structured forms. The email template manager has been redesigned to improve the overall user experience, and allow more space for creating and working with email templates created using the new WYSIWYG email editor. This release includes a comprehensive update to our Email Template Editor by creating a simple,... Read More