Release Notes 2020

Import Templates, Email Conversations, New PandaDoc Tokens on Opportunity and more (v3.7.0)

Pipeliner CRM 3.7.0 brings brand new Import capabilities such as Import Templates, a way how to import Product Line Items, and Multiple Fields. In addition to these, we also introducing brand new Email Conversations and special New Pandadoc Tokens on Opportunity feature.

2024-01-30T23:23:14+00:00

Images Support in Emails & Notes, Required Sales Activities, Send & Track Surveys Through Google Forms and more (v3.6.0)

Pipeliner CRM 3.6.0 brings brand new support of images in Emails & Notes, required Sales Activities, ability to send & track Surveys through Google Forms, brand new user type "Application" and view changes for Activities. Among these, we also improved Link Emails to additional records and product table sections.

2024-01-31T20:34:50+00:00

Scheduled Reports, Automatizer Improvements, Report Improvements and more (v3.5.0)

Pipeliner CRM 3.5.0 brings brand new Scheduled Reports feature and also additional Automatizer Improvements by adding Templates into the list of useful features. We also improved our Products & Pricing by adding different neat features like sorting, automatic value update and additions to Excel / Google Sheets Add-In.

2024-01-31T20:02:51+00:00

Revenue Recognition, Product Line Items, Google Forms (Web Forms) Add-in and more (v3.4.0)

Pipeliner CRM 3.4.0 brings a brand new Revenue Recognition feature and also freshly released Google Forms Add-in. We also improved our Products “on the fly” using custom fields. Together with top-notch context How to Documentation, Hide Target and various Speed Improvements this release is another major step forward towards better overall User Experience.

2024-01-30T23:25:54+00:00

Brand new “Sales POP!” Content Widget, “Automatizer” Enhancements (Manual Trigger), Improved Imports and more (v3.3.0)

Pipeliner CRM 3.3.0 brings improvements in our "Automatizer" Tool, We also improved "BI Feeder" as well together with enhanced Sales Step Statistics floating popup. We bring into life our brand new Sales POP! widget which delivers written content, videos, e-publications and free tools that highlight key topics in today’s sales landscape

2024-01-31T20:16:41+00:00

Brand new “BI Feeder”, Clickable Dashboards, Brand new List View for Feeds, Activity Detail Updates, Email HTML Templates Improvements and more (v3.2.0)

Pipeliner CRM 3.2.0 brings brand new Tool "BI Feeder", brand new Jira Integration and many other new and improved features like clickable Dashboards, brand new "List View" for Feeds, new filtering data based on Watchers & Editors, Activity Detail Updates, several Email HTML Templates Improvements plus in addition many many more fixes and tweaks throughout the Application.

2024-04-10T17:45:15+00:00

Automatizer Enhancements, Company Emails, Bulk Operations, Scanning Documents in Mobile Application and more (v.3.1.0)

Pipeliner CRM 3.1.0 brings many new improvements for Automatizer like new Action Webhooks, Scheduled Trigger, new Action Archive, Improved Debugging, than many other new and improved features like Company Emails, Bulk Operations, Mass emails visibility, and also new Mobile Document Scanner, plus in addition many many more fixes and tweaks throughout the Application.

2024-02-19T21:38:50+00:00

Brand new Automatizer, Improved Change log, Emailing to contacts/accounts internal users more efficiently and more (v3.0.0)

Pipeliner CRM 3.0.0 brings a brand new addon Automatizer, improved Change Log, a way how to work with Email more efficiently, and many small improvements in Merge, Navigator, Global Search, Power Panel and Administration, plus in addition many many more fixes and tweaks throughout the Application.

2024-01-31T17:46:28+00:00

Email Attachment Size, Delete Emails, Brand new Audit Log and more (v2.9.0)

Pipeliner CRM 2.9.0 brings improvements in Email functionality and Admin Area as new Audit Log, Delete Email feature and also brand new Export Users feature and many many more fixes and tweaks.

2024-01-30T22:36:06+00:00