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 data. 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 application.

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.

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 Account 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 User Role and can be applied to Accounts, Contacts, Leads, Opportunities and Quotes. Additional enhancements as support for opening records in a new tab, allowing users to easily navigate between related records without losing their current place in the app. When creating new records for Leads, Opportunities, and Quotes, users have a new option to select the step in which the record will be created. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

Pipeliner CRM 4.15.0 introduces brand new Step Activities. By adding a Sales Activities Checklist to each step of the Pipeline, 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 of fields are selected. Users who rely on our Office 365 or Google calendar integrations now have a new option which allows them to choose whether to sync private appointments or not. This release has added the ability to use Quotes in Reports and Dashboards as well as export Quote data. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

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 & Dashboards, added Multi Currency Values, improved Insights, and added Tags on Record Creation and more. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

Pipeliner CRM 4.13.0 introduces brand new Targets which are designed to help you track the performance of users or teams (groups of users) using data from the Leads and Opportunities that they are working on in Pipeliner. Pipeliner Administrators now have the option to add additional multi language translations directly in the Admin Module via Fields & Forms or the Translations tab which is activated when the Multilanguage Support Add-on is enabled. Users can print Dashboards to PDF files or send PDF copies as one-off emails or by Scheduling a Dashboard to be sent out regularly in Reporting. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

Pipeliner CRM 4.12.0 introduces brand new document template preview with edit functionality — users can now Preview the completed file (document or spreadsheet) from within the Documents tab. “Highlight Changes” allows users to highlight changes made within a chosen date period to all — or specifically selected — fields within a List View. New Outlook Tasks (To Do) integration is a replacement for the existing Exchange Tasks integration which will soon be switched off unless your organisation is using its own on premise Exchange servers. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

Pipeliner CRM 4.11.0 introduces brand new Lead Actions fields which allow Pipeliner Admins to ensure that the right questions have been asked and answered before your team can move Leads onwards through your Lead process towards Qualification. We also introduced Improved Forecasts — Using a hierarchy allows you to plan Forecasts to roll up from one type of record to another. Pipeliner Admins can now choose to make additional fields visible on the Opportunity Qualification and Opportunity Won Forms. Users can apply coloured field highlighting to selected fields when working with multiple Form Views within the web app. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

Pipeliner CRM 4.10.0 introduces brand new Text Messaging. Using the Pipeliner Calling & Messaging feature, users can initiate a call directly from your Pipeliner cloud web application using a personal phone number and then log the call as a completed task. They can also send one-off or mass text messages directly from within the web app - using a purchased Pipeliner VOIP number - making keeping in touch with your company’s customers and prospects even more seamless and efficient. Text conversations will be stored in the Feeds in the app. We are also presenting brand new Lead Scoring add-on which allows you to use both pre-defined and custom scoring criteria so that Business Development users can prioritise the best Leads to work on. Pipeliner Admins can set up Scoring Rules based on field values, activities or emails for different types of Lead. The Lead Scoring widget shows both the overall score for each Lead and also how it is tracking against your Lead Scoring rules. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.