March 12th, 2021
Brand new Calling — Call from Browser and more (v3.9.2)
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
February 25th, 2021
Insights › Performance, New Customizable Dashboards and more (v3.9.0)
Pipeliner CRM3.9.0 brings brand new Insights › Performance tab which gives you deep and intuitive feedback on the health and performance of each of your Pipelines. As an addition to these, we also introducing brand new Customizable Dashboards Read More
January 28th, 2021
New Multiple Form Views, Import Templates Sharing and more (v3.8.0)
Pipeliner CRM Cloud 3.8.0 brings brand new Multiple Form Views where users can now set up their own Views on the Detail tab of Accounts, Contacts, Leads and Opportunities. In this release, we’ve worked on updates to the Indicators tab in Insights used by Manager level users and have added additional KPIs (metricsMetrics Metrics are quantities that are measured and used to:). Read More
November 4th, 2020
Import Templates, Email Conversations, New PandaDoc Tokens on Opportunity and more (v3.7.0)
Pipeliner CRM 3.7.0 brings brand new Import capabilities such as Import Templates, a way how to import Product Line Items, and Multiple Fields. In addition to these, we also introducing brand new Email Conversations and special New Pandadoc Tokens on Opportunity feature. Read More
October 1st, 2020
Images Support in Emails & Notes, Required Sales Activities, Send & Track Surveys Through Google Forms and more (v3.6.0)
Pipeliner CRM 3.6.0 brings brand new support of images in Emails & Notes, required Sales Activities, ability to send & track Surveys through Google Forms, brand new user type "Application" and view changes for Activities. Among these, we also improved Link Emails to additional records and product table sections. Read More
September 3rd, 2020
Scheduled Reports, Automatizer Improvements, Report Improvements and more (v3.5.0)
Pipeliner CRM 3.5.0 brings brand new Scheduled Reports feature and also additional Automatizer Improvements by adding Templates into the list of useful features. We also improved our Products & Pricing by adding different neat features like sorting, automatic value update and additions to Excel / Google Sheets Add-In. Read More
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