Pipeliner CRM Release Notes

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

Pipeliner CRM 4.3.0 introduces a brand new "Rich Text Field" functionality, which allow you to use bullets, numbered lists, bold, italics and insert images into long text fields such as Description. For those users who have activated the Office 365 Calendar integration, we now support syncing Recurring Appointments from Outlook to Pipeliner. These recurring events will be synced into Pipeliner as a new activity type “Recurring Appointment” which will be read-only. We are also improving continuously our application and adding... Read More

Pipeliner CRM 4.2.0 introduces a brand new "Email Sequences" functionality, which allow you to plan and execute targeted email nurture campaigns to your Pipeliner Contacts as part of your ongoing AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Management and communications strategy. We’ve also updated the List View of related Accounts from the Accounts tab within your selected record. This view now also shows you the hierarchy of the Accounts and you can also manage and update the relationship. We are improving continuously our application and adding... Read More

Pipeliner CRM 4.1.0 introduces a brand new "Account Health" enhancement for Company Records which helps you instantly understand the status of the relationship with Accounts in Pipeliner. From now on Users can see Email 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. Statistics, which allows tracking of the statistics for each template. We are improving continuously our application and adding various other small enhancements and fixes throughout the whole application. Read More