January 29th, 2025
Brand New Voyager AI Document Summary & Chat, Free Trial Email Verification, Improved Online Forms & Reports, Task Activities and other Various Improvements… (v5.11.0)
Pipeliner CRM 5.11.0 introduces Brand New Voyager AI › Document Summary & Chat which brings the power of AI to documents stored in Pipeliner. Users can now summarise the content of selected documents or, for example, ask the Document AI to sum the total of several chosen invoices. In addition, the latest Online Forms update introduces exciting new features and improvements to streamline your workflow and enhance data management. We are also adding the ability to create spreadsheets and pivot table reports based on a newly accessible email entity. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.