Pipeliner CRM Release Notes

Pipeliner CRM 4.15.0 introduces brand new Step Activities. By adding a Sales Activities Checklist to each step of the PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process., 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... Read More

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 &... Read More

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 dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. 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... Read More

Pipeliner CRM 4.12.0 introduces brand new document templateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier. 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... Read More

Pipeliner CRM 4.11.0 introduces brand new LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. 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... Read More

Pipeliner CRM 4.10.0 introduces brand new Text MessagingMessaging Messaging is the process of communicating your brand’s value proposition, the benefits you offer, and the perceived meaning of such communication among your target audience.. 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... Read More