New Project Management, Account Planning and more (v4.0.0 Kepler)

Pipeliner CRM 4.0.0 (Kepler) introduces new Project Management capabilities and the recent release of Key Account Management functionality, Pipeliner is the only CRM available that can support Sales in its totality. With this version, Pipeliner brings together Sales Force Automation and Key Account Management uniting them under the umbrella of project management, creating a single, unified revenue engine. We are improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

Pipeliner CRM 3.14.0 brings a brand new field type "Rollup Field", which lets you summarise data from related records and display the information on Forms, Preview screens, in the Power Panel or Automatizer processes when filtering and in Reports. We are improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

Pipeliner CRM 3.13.0 brings brand new WhiteSpace View to help with your Account-based selling and Key Account Management strategy. The Whitespace View is all about tracking your cross-sell and upsell opportunities. In addition to this awesome feature, we enhanced Activity Preview so that selecting any item displays a sidebar Preview panel on the right-hand side. We are improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

Pipeliner CRM 3.12.0 brings an enhanced Buying Center as well as enhancements to the individual Contact cards making it even easier to define and view the types and strengths of the relationships you have, we’ve now added the ability for you to create “on the fly” Groups so you can batch Contacts together. In addition to that, we enhanced Account Management — there is a new Products tab to Accounts. Use the Products tab to see a breakdown of what Products or Product Categories were included in Open, Won or Lost Opportunities linked to that Account. An additional field type has been added to the available options when creating a new custom field in the Admin Module › Fields and Forms. The new “Lookup” field allows Pipeliner Admins to create custom relationships between different types of entity/record. We are improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

Pipeliner CRM 3.11.0 brings an enhanced Organisation Chart and improved the depth of the information it gives you. In addition to that, we enhanced the ability to start customizing the Compact View for Accounts, Contacts, Leads and Opportunities. Pipeliner Admins can now choose which Overview information to include or exclude using “Edit Overview” in the Interface tab in Fields & Forms.

Pipeliner CRM 3.10.0 brings a brand new power of visualization to Account Management in Pipeliner. The first step is the new Accounts Matrix View. As an addition to this cool feature, we also introducing brand new Forecasts & Quotas where you can now choose to add a Quota and can split the total between your selected users or units evenly, based on prior performance or type it in manually.

Pipeliner CRM release notes v3.9.2 brings brand new Calling feature which can be activated for your subscription and, once running, each user will then activate it for their own phone number within their Pipeliner User Settings.

Pipeliner CRM3.9.0 brings brand new Insights › Performance tab which gives you deep and intuitive feedback on the health and performance of each of your Pipelines. As an addition to these, we also introducing brand new Customizable Dashboards

Pipeliner CRM Cloud 3.8.0 brings brand new Multiple Form Views where users can now set up their own Views on the Detail tab of Accounts, Contacts, Leads and Opportunities. In this release, we’ve worked on updates to the Indicators tab in Insights used by Manager level users and have added additional KPIs (metrics).