Release Notes 2025

Pipeliner CRM 5.12.0 introduces Brand New Products & Services inside Online Forms. Users can expose the Products & Services set up in Pipeliner on Online Forms using the responses to populate the Products field on Opportunities or Quotes. Additionally, we improved Email Notifications in Online Forms. Users now have the option to turn on notifications to receive email notifications when these limits are reached as well as when a new response is submitted. To facilitate the organization of Automatizer processes, we’ve included the ability to add Tag(s) to each process. This release includes a new Automatizer Action Type “Link Record as Related”. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.

Pipeliner CRM 5.11.0 introduces Brand New Voyager AI › Document Summary & Chat which brings the power of AI to documents stored in Pipeliner.  Users can now summarise the content of selected documents or, for example, ask the Document AI to sum the total of several chosen invoices. In addition, the latest Online Forms update introduces exciting new features and improvements to streamline your workflow and enhance data management. We are also adding the ability to create spreadsheets and pivot table reports based on a newly accessible email entity. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.