Pipeliner CRM Release Notes

Pipeliner CRM 4.9.0 introduces brand new Tagging. Tags are an incredibly useful way to flag - or categorise - Accounts, Contacts, Leads or Opportunities in Pipeliner. Users can select multiple Tags per record as needed and - if their userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. role allows - can create new Tags “on the fly” from inside the web app. Tags can be color-coded when they’re created. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole... Read More

Pipeliner CRM 4.8.0 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. Forms. Pipeliner Admins can now create multiple Lead Forms — similar to those we’ve already implemented for Opportunities (by pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.), Accounts, and Contacts. Our new Lead Management functionality allows Pipeliner Admins to create an unlimited number of lead Processes, each with different steps and associated Activities Checklist made up of text prompts, field prompts or activity prompts, each of which can be made “required” — just as when creating a pipeline for an... Read More

Pipeliner CRM 4.7.0 introduces a brand new Opportunity Fitness which gives you an “at-a-glance” view of the current health of any Opportunity using indicators — both pre-defined and custom — that you can configure to meet your own organisation’s specific business needs. There are 11 system indicators — these are pre-defined but have customisable rules — and custom indicators — based on Opportunity fields — can also be created. Each indicator can be set for all pipelines, for a selected... Read More

Pipeliner CRM 4.6.0 introduces a brand new Document Management which allows an easy and intuitive managing all files and documents inside Pipeliner CRM. The system is structured so that there are two primary types of documents — "Company" and "Record" documents. Documents can be as large as 200 MB, and those with multiple uses can be available from multiple locations. We took the dynamic visual approach we take with all of the other elements in Pipeliner, so that anyone using... Read More

Pipeliner CRM 4.5.0 introduces a brand new Customization of Record Detail which allows Admins select which Tabs should be available and which Widgets should be displayed in the sidebar. Users can then choose to reorder the Tabs and Widgets to suit their own preferences from inside the Web App. If your organisation adds records for different types of company (Accounts) or different types of Contact into Pipeliner, Admins can now manage these different scenarios by creating different Forms for each... Read More

Pipeliner CRM 4.4.0 introduces a brand new Appointment Scheduler which allows users to schedule meetings without the back-and-forth emails by sharing availability with one, or more, contacts/attendees via a link to an external Booking Page. Attendees can select from the displayed available times based on their preference(s). Most of us now rely on video meeting apps so we’ve embedded a “Video Calling” widget that links to 2 of the most popular tools directly into Pipeliner appointments. There are 2 new... Read More