Brand New Voyager AI Report Agent, Improved Visual Email Template Editor, Improved Triggering Processes by Email in Automatizer, Improved Online Forms and other Various Improvements… (v5.16.0)

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 by adding new actions to update email records and link them as related. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.

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 - Revenue Recognition - when adding columns to their Opportunity report. We vastly improved our WYSIWYG editor. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.

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, easy-to-use, and easy-to-customize template editor with a wide range of compatibility for email clients. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.

Pipeliner CRM 5.13.0 introduces Brand New Voyager AI Media Files Transcription, which now brings the ease and efficiency of working with our Call Recording feature to Appointments. The Voyager AI Online Form Agent is the next huge leap forward in using the power of AI to streamline how users work in Pipeliner by using natural language. New Field Mapping enables Admins to override the system mapping (prefill) settings and create new mappings for lookup relations. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.

Pipeliner CRM 5.12.0 introduces Brand New Products & Services inside Online Forms. Users can expose the Products & Services set up in Pipeliner on Online Forms using the responses to populate the Products field on Opportunities or Quotes. Additionally, we improved Email Notifications in Online Forms. Users now have the option to turn on notifications to receive email notifications when these limits are reached as well as when a new response is submitted. To facilitate the organization of Automatizer processes, we’ve included the ability to add Tag(s) to each process. This release includes a new Automatizer Action Type “Link Record as Related”. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.

Pipeliner CRM 5.11.0 introduces Brand New Voyager AI › Document Summary & Chat which brings the power of AI to documents stored in Pipeliner.  Users can now summarise the content of selected documents or, for example, ask the Document AI to sum the total of several chosen invoices. In addition, the latest Online Forms update introduces exciting new features and improvements to streamline your workflow and enhance data management. We are also adding the ability to create spreadsheets and pivot table reports based on a newly accessible email entity. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.

Pipeliner CRM 5.10.0 introduces Brand New Voyager AI Call Transcription & Analysis. This valuable new Voyager AI feature works in concert with our Calling & Messaging integration by recording calls and then applying AI transcription and analysis to the recorded notes. Additionally, we are improving Online Forms & Reports. Users can now add File fields to a Form, allowing recipients to upload files when submitting a form response. In addition to this we are introducing a new widget “Static Profiles” will be available in the right panel of record details for compatible entities. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.

Pipeliner CRM 5.9.0 introduces AI Email Categorization, which automatically categorizes emails captured in Pipeliner to set Tags and analyze Sentiment. Tags and sentiment are visible in the main Feeds tab as well as the Feeds tab for an individual record. Additionally, we've added Static Profiles which allows users to create a custom list of records which then remains static unless changed by the user. A fresh new Interactive Help tool is designed to help make Pipeliner even easier to use. This release also includes a significant update to the Online Form Editor making it easier to design dynamic and flexible forms. Users can now add multi-column containers. We have also added Filter Presets to the Filter in Feeds tabs on records. To facilitate working with Forecasts, we’ve added an additional permission within User Role settings. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.

Pipeliner CRM 5.8.0 introduces AI Improvement — Text-to-Speech feature. This is our latest addition to our AI tools family. This is ideal when there is a lot of useful information in notes or other rich text fields or even an AI summary from Feeds as the user can listen rather than needing to read. Additionally, we've added support for our customers with international teams by adding multi-currency options for individual Users, Forecasts & Targets, Filters and Reports.  Previous behavior allowed amounts to be entered in any enabled currency but all visualizations and reports used values converted into the system Base Currency. Due to Gmail updates, we’ve rewritten our Gmail Addon completely.  The addon will need to be installed from the Google Workspace Marketplace. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.