Pipeliner CRM Release Notes

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

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

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

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 userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. type "Application" and view changes for Activities. Among these, we also improved Link Emails to additional records and product table sections. Read More

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

Pipeliner CRM 3.4.0 brings a brand new RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Recognition feature and also freshly released Google Forms Add-in. We also improved our Products “on the fly” using custom fields. Together with top-notch context How to Documentation, Hide Target and various Speed Improvements this release is another major step forward towards better overall User Experience. Read More