Pipeliner CRM Release Notes

Keep up to date on enhancements and updates

Release Notes2024-02-26T18:34:39+00:00

Here you can find Pipeliner CRM Release Notes related to the specific version and productProduct Product 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.

Brand New Pivot Table Features, Window Minimization and more (v4.19.0)

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

Brand New Online Forms, Reports Enhancements, Quick Jump and more (v4.18.0)

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 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.. 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

Brand New Voyager AI Email Assistant, Mass Email Recipients and Personalization Enhancement, Additional Activity Notification Options, Document Notifications and more (v4.17.0)

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 drill-down option to the Mass Email Statistics report tabs. Read More

Brand New Approval Processes, Form Quick Jump and Search, Links in Cards Reports, Grids and more (v4.16.0)

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 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. 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

Brand New Step Activities, Improved List Views, Improved Quote Management, Performance Improvements and more (v4.15.0)

Pipeliner CRM 4.15.0 introduces brand new Step Activities. By adding a Sales Activities Checklist to each step of the PipelinePipeline Sales 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

Brand New Quotes Management, Improved Fields & Forms, Reports & Dashboards, Tags and more (v4.14.0)

Pipeliner CRM 4.14.0 introduces brand new Quotes Management feature which allows you to manage the process of preparing and sending quotes to your customers and prospects. Pipeliner Administrators now import the values for validated fields (Drop-downs, Multi select checkboxes, Radio) instead of entering each value individually. It’s also possible to add/replace/update existing values by first exporting, then editing and then re-importing updated values. These options are available for out-of-the-box fields as well as custom fields. We improved also Reports &... Read More

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