Release Notes 2023

New & Enhanced Custom Entities › Automatizer, Emails, Feeds, Related Records, Custom Expressions, brand-new Portuguese localisation, Analytics of Integrations in Automation Hub, Various Improvements, and more… (v5.2.0)

Pipeliner CRM 5.2.0 introduces enhanced Custom Entities with improvements such as full Automatizer support by using triggers, in Filter Conditions and in Actions in processes. Users can send emails to Accounts & Contacts and link them to Custom Entities, or send emails to all account/contact lookups located on the custom entity or any other entity. Personalization markers also fully support custom entities. We’ve added the ability to create complex “custom” filter expressions using combinations of AND and OR criteria with parentheses, giving even more flexibility when segmenting data or creating specific reports. We’ve added the power of our AI assistant as well as the Speech to Text feature from our last release to make logging activities and other updates even more streamlined and effortless! Portuguese has been added as a main language for the application. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

2024-08-01T10:57:26+00:00

New & Enhanced Custom Entities Reporting & Filtering, Archiving of Accounts & Contacts, Speech to Text, Various Improvements and more (v5.1.0)

Pipeliner CRM 5.1.0 introduces a new enhanced Custom Entities Reporting + Filtering module. Lookup field creation has been updated so that a Related Entities tab is always created on the Linked Entity record. Admins can choose whether to add the Lookup field to the Linked Entity form or just use the new tab to display related data. In addition to that it is now possible to Archive inactive Accounts and Contacts. This is a really useful way of removing currently inactive Accounts and Contacts from the “Active” views in the Accounts and Contacts menus without having to delete them. We are also excited to introduce Speech to Text. Users can write emails, and notes or update any rich text-enabled field in Pipeliner simply by speaking! We’ve improved the user experience for linking related records by creating Quick Add and Advanced Add options. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

2024-08-01T10:57:46+00:00

Brand New Custom Entities, Reporting, Email, Online Form Various Improvements and more (v5.0.0)

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 are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.

2024-08-01T11:02:09+00:00

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.

2024-03-19T15:00:50+00:00

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.

2024-02-16T00:06:24+00:00

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.

2024-03-05T00:06:53+00:00

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 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.

2024-01-31T18:54:07+00:00

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 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.

2024-01-31T18:05:54+00:00

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 & 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.

2024-01-31T18:19:13+00:00