Pipeliner CRM Release Notes

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 userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. 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 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, 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

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... Read More

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 organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). of Automatizer processes,... Read More

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 contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. 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 dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. management. We are also adding the ability to create spreadsheets and pivot... Read More