Pipeliner CRM Release Notes

Pipeliner CRM 5.7.0 introduces brand-new Voyager AI features. Powerful and secure new features added to our Voyager AI assistant allow users to create a Summary or Action Points based on 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 emails, text messages and notes on the Feeds tab of a record. All 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. remains within the same environment as your Pipeliner database when using these new features. Hence, there is no security risk to your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. data. This release includes a valuable additional SendGrid Integration option... Read More

Pipeliner CRM 5.6.0 introduces vastly improved Online Forms — it is now possible to create fields on Online Forms that only display when another field has been completed with an appropriate value. For those customers using Online Forms to help organize Events, in particular, it is now possible to automatically disable the Online Form so that no further responses can be submitted. It is possible now also to add sections to online forms and divide the content/fields into groups. We... Read More

Pipeliner CRM 5.5.0 introduces a brand-new Duplicate Checker. Data quality is a crucial factor in managing customer relationships - a single, clean record for each customer giving the visibility of your teams’ previous interactions and future plans is the key to successful collaboration, helping to ensure long-lasting relationships and high customer satisfaction. Additionally, we implemented Global Search & Advanced Search improvements. Searching in Pipeliner is quick and easy using the Global Search or by searching within a menu such as... Read More

Pipeliner CRM 5.4.0 introduces brand-new History Reports. Users can now create a new type of report: Report with Historical Data. Creating these reports is fundamentally the same as any other type but they are designed to allow users to track changes made to values over a period using date comparisons or historical trends. Additionally, customers have been asking for the option to use more advanced calculations in fields in Pipeliner so that calculations work not only with numbers, but also... Read More

Pipeliner CRM 5.3.0 introduces Reports enhancements, users can now summarise related data “on the fly” by creating a “Summary Value” field directly within a report rather than needing an Admin to create a Rollup field and place it on the Form for every record. To further extend the usefulness of these relationships, we’ve added the option to create Lookup fields (or update existing fields) to have a “Primary” (or main) record. Webhooks are now supported for Custom Entities and for... Read More

Pipeliner CRM 5.2.0 introduces enhanced Custom Entities with improvements such as full Automatizer support by using triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., in Filter Conditions and in Actions in processes. Users can send emails to Accounts & Contacts and link them to Custom Entities, or send emails to all accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company./contact lookups located on the custom entity or any other entity. Personalization markers also fully support custom entities. We’ve added the ability to create complex “custom” filter expressions using combinations of AND and OR criteria with... Read More