Here you can find Pipeliner CRM Release Notes related to the specific version and productProductProduct refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. type. Browse all enhancements and updates.
Pipeliner CRM 5.0.0 introduces brand-new Custom Entities module which allows you to create — and then work with — a completely new type of entity in Pipeliner which you can then link to existing entities using Lookup fields to create relationships. Various Improvements for Reports and Charts — you can now resize column widths to help the formatting of wide pivot reports. Resizing is applied to all fields of the same type. All but the Totals columns can be resized. We... Read More
Pipeliner CRM 4.19.0 introduces brand-new Pivot Tables Features — There is a new section available within Pivot tables called Values. Users are now able to add several compatible fields to calculate Values inside Pivot Tables. We’ve also added the Window Minimization feature to the Emails and Notes while composing them. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application. Read More
Pipeliner CRM 4.18.0 introduces brand-new Online Forms — This feature provides you with the tools to create and share dynamic web forms and surveys, integrated seamlessly with Pipeliner dataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.. We’ve also added the Quick Jump feature to the Admin Module so that Administrators can quickly find a field or section when editing a Form. We’ve enhanced support for Lookup fields in Reports too. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole... Read More
Pipeliner CRM 4.17.0 introduces brand-new Voyager AI Email Assistant — Based on one of the most advanced OpenAI models -the davinci model (text-davinci-003), users can now use our Voyager AI Assistant to help with creating fluent and creative business emails directly from within Pipeliner itself. We’ve added a drilldown option to the Mass Email Statistics report tabs. You can now use Drilldown to open a list of those recipients who have opened, clicked or unsubscribed from a Mass Email. We’ve made... Read More
Pipeliner CRM 4.16.0 introduces brand-new Approval Processes — there are so many different occasions when Approval is required from different areas of a business to determine whether it is viable to pursue an Opportunity, to decide if the credit status of an AccountAccountAccount 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. should be upgraded, or even whether to add a Contact to a Christmas Gift list! It’s for these many and varied use cases that we’ve created Approval Processes. Approvals can be created by individuals based on their... Read More
Pipeliner CRM 4.15.0 introduces brand new Step Activities. By adding a Sales Activities Checklist to each step of the PipelinePipelineSales pipelineis a visual representation of the stage prospects are in the sales process., Pipeliner Admins can assist teams by providing step-by-step guidance using contextualized notifications which give specific suggestions on what actions users need to take in order to follow the company’s established process/strategy. Additional enhancements when using the List Views throughout Pipeliner allows users to easily resize columns by clicking on the "Fit Column Widths" button and allow horizontal scrolling if lots... Read More
We look forward to showing you how Pipeliner CRM helps empower sales to maximize revenueRevenueRevenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales..
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