Pipeliner CRM Release Notes

Pipeliner CRM 3.14.0 brings a brand new field type "Rollup Field", which lets you summarise 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 related records and display the information on Forms, Preview screens, in the Power Panel or Automatizer processes when filtering and in Reports. We are improving continuously our application and adding various other small enhancements and fixes throughout the whole application. Read More

Pipeliner CRM 3.13.0 brings brand new WhiteSpace View to help with your 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.-based selling and Key Account Management strategy. The Whitespace View is all about tracking your cross-sell and upsell opportunities. In addition to this awesome feature, we enhanced Activity Preview so that selecting any item displays a sidebar Preview panel on the right-hand side. We are improving continuously our application and adding various other small enhancements and fixes throughout the whole application. Read More

Pipeliner CRM 3.12.0 brings an enhanced Buying Center as well as enhancements to the individual Contact cards making it even easier to define and view the types and strengths of the relationships you have, we’ve now added the ability for you to create “on the fly” Groups so you can batch Contacts together. In addition to that, we enhanced Account Management — there is a new Products tab to Accounts. Use the Products tab to see a breakdown of what... Read More

Pipeliner CRM 3.11.0 brings an enhanced Organisation Chart and improved the depth of the information it gives you. In addition to that, we enhanced the ability to start customizing the Compact View for Accounts, Contacts, Leads and Opportunities. Pipeliner Admins can now choose which Overview information to include or exclude using “Edit Overview” in the Interface tab in Fields & Forms. Read More

Pipeliner CRM 3.10.0 brings a brand new power of visualization to Account Management in Pipeliner. The first step is the new Accounts Matrix View. As an addition to this cool feature, we also introducing brand new Forecasts & Quotas where you can now choose to add a QuotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. and can split the total between your selected users or units evenly, based on prior performance or type it in manually. Read More

Pipeliner CRM release notes v3.9.2 brings brand new Calling feature which can be activated for your subscription and, once running, each userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. will then activate it for their own phone number within their Pipeliner User Settings. Read More