Pipeliner Changelog

What's new in Pipeliner 13.3.1

May 20, 2018

Other Enhancements:
Org Chart - We updated the org chart building logic to better represent the hierarchical structure of the account.
Pipeline/Archive - The global count number now counts only the opportunities (we excluded the leads).
Business Overview on the Compact Views - We updated the business overview component on the compact views for Accounts and Contacts to include the values of the opportunities.
Number of bug fixes.

New in Pipeliner 13.3.0 (Apr 13, 2018)

New in Pipeliner 13.2.1 (Mar 12, 2018)

New in Pipeliner 13.2.0 (Feb 9, 2018)

New in Pipeliner 13.1.4 (Jan 12, 2018)

New in Pipeliner 13.1.3 (Dec 15, 2017)

New in Pipeliner 13.1.0 (Dec 4, 2017)

INTRODUCING LEAD & OPPORTUNITY FITNESS:
There are crucial data and records that apply to each of your sales leads and opportunities.
We have brought together several different parameters to indicate an opportunity's fitness. Here is how these parameters, along with color coding, are utilized:
Green: Looking Good! or Fit - There are activities scheduled related to this opportunity, AND There are no overdue tasks related to this opportunity, AND The opportunity is on target to close on time.
Yellow: Pay Attention! or Attention - There are no scheduled activities related to this opportunity BUT the opportunity is on target to close on time.
Red: Take Action! or Action - The closing date is overdue, OR There is an overdue task related to this opportunity.
The Fitness feature can be seen throughout Pipeliner CRM. It is part of Opportunity Detail, the Pipeline and Bubble Chart views, where opportunities are shown against time, and many other places.
REPORTS ENHANCEMENTS:
Reporting is a vitally important part of Pipeliner CRM, and we program it to be available to all users, without having to resort to a CRM administrator or specialist. Within each release we want to make it even more useful for the users.
Within this release you can find following enhancements:
Columns Coloring - You can now pick from one of eight predefined colors and use it as a fill color for a particular column in your report. Make the column that needs to stand-out more visible for you and your users.
Freeze Panes - This feature allows you to lock a row or column in place, making it always visible when scrolling vertically or horizontally through the report.
Expanding Long Text Fields - As we made the reports more compact, we needed to solve the issue how to make long text fields visible within the reports without having to click into the record to read it. With this release you can simple click on the "Expand" button to read the details of a long description field directly inside the report.
We also made some minor design changes to standard reports to make them more readable and fix a couple of small bugs.
OTHER ENHANCEMENTS:
Global Search - We separated the "Accounts/Contacts" and "Leads/Opportunities" within the global search overview page into its dedicated record types search results.
In-App Notifications - We optimized in-app notifications for Emails to include information about the sender.
Power Panel - You can now see the ownership of the profiles that are shared with you. This way you can find the user who can edit or delete the shared profile.
List Views - We added a new way you can interact with records within the "List" view. Simply find the record you would like to work with in the list, and on the very end of the record you can use action items--for example, "open the record."
Reminders - We have made reminders more visible in the application. In Navigator, you can now see the iconic representation of the reminder next to the activity. This way you can review and check so that you do not miss any reminders on your sales activities.
Feeds - Within the feed section you can view emails. With this release you can filter out emails with attachments in case you are searching for a particular email with attached documents from your customer.
Many other small enhancements and tweaks that make your work with Pipeliner CRM more smooth.
BUG FIXES:
We fixed the issue of not accepting "," as a character within numeric based fields.
Other small bug fixes.

New in Pipeliner 13.0.1 (Nov 26, 2017)

New in Pipeliner 13.0.0 (Oct 30, 2017)

WEB INSIGHTS:
In this version we have greatly enhanced our powerful Performance Insights feature, through which we empower sales managers with real sales performance management including:
Power Panel - the Performance Insights Power Panel enables Pipeliner CRM's powerful filter functionality to be applied to Performance Insights. Filter in or out your own statistics, or those of your team.
Collaborative Conversions - for all users collaborating within a sales process, including SDRs, BDRs and salespeople, Collaborative Conversions maps a visual overview of success rates for the entire team.
Life Cycle - The Performance Insights Life Cycle feature provides a view on the time (in days) required to close an opportunity by your team members. By user or unit, Life Cycle tracks the time leads and opportunities remain in the system.
IN-APP NOTIFICATIONS:
Through the Notification Center, you receive notifications about new data added to leads, opportunities, contacts, accounts or activities with which you are associated.
You are notified when existing data is updated, when emails are received, when documents are uploaded, or when another user sends you a message.
Simply click on any lead, opportunity, contact, account, activity within a notification to dive in and obtain more information.
You are informed of new notifications through the bell icon at the top right of Pipeliner. Click on the bell to go right to the Notification Center.
DYNAMIC ACTIVITIES:
As with many other Pipeliner CRM features, all types of sales activities—including tasks and events—are now fully customizable with a broad variety of custom fields and forms.
You can also create unassigned activities—tasks waiting to be done. This functionality is especially useful when connecting activities with third party tools. For example, you can connect a zendesk support ticket to a task in Pipeliner CRM, and inform your customer success manager about the issue or issues your customer is faced with. Any update of the zendesk ticket is reflected immediately in the Pipeliner CRM task status.
SMALL ENHANCEMENTS:
Global Search Revamp - we revamp the global search to make it much clearer and faster to search for the data you are looking for. We introduce the Global Search Overview Screen where you can focus on searching and not get distracted by other parts of the application.
Inactive Users - In order to make your work with data much easier you can now visually see the difference between active and inactive users. An inactive user is a user that is not anymore using Pipeliner CRM (e.g. former employee) and still owns some data.
Follow-ups Activities - You can now create any type of activity as a follow-up activity e.g. you want to create a follow-up appointment on the task you have finished.
Velocities and Sales Activities - Added the velocity issues and sales activities statuses to the sales step within bubble chart with descriptive tooltip information about its details.
Accounts Compact View - update the calculation of the “Accounts of the same industry” within the Accounts Compact View. The calculation is now changed to show you the top accounts of the same industry according to the won value of their won opportunities.
Google Integration - Ability to sync all contacts to Google not just those you own. You can now setup the preference if you would like to one-way to sync contacts from Pipeliner CRM to Gmail Contacts List including those you own or you have access rights.
Other Improvements:
Minor changes and fixes for the import to make the import more convenient to use.
Minor changes and fixes for the reports column names to appropriate match the name within the field selection and report visuals.
Ability to Expand/Collapse the Feed Messages.
Change the way how ranking is set after opportunity is closed as won.

New in Pipeliner 12.2.7 (Oct 18, 2017)

New in Pipeliner 12.2.1 (Jul 14, 2017)

New in Pipeliner 12.2.0 (Jun 29, 2017)

New in Pipeliner 12.1.0 (Jun 23, 2017)

Introducing New Sales Step Quick-Views:
There is crucial data that applies to each of your sales steps. As with many other Pipeliner features, we have reduced it to a powerful, visual simplicity with the Sales Step Quick View.
Open vs. Lost--showing you the total value of the deals in that stage, as well as the value of deals that have been lost in that stage.
Drop-Off Rate--Shows you the average percentage of deals that drop off in this stage.
Average Days in Step--Shows you how long a deal is remaining in that sales step.
Ready to Move--Shows you the number of deals that are ready to move to the next sales step.
You also have the number of velocity issues, and can click through and see those. Additionally, for Lead stages the Quick View shows Open vs. Lost, the Drop-Off Rate, and Average Days in Step, so you can know at a glance at how well your leads are progressing. For your “Won” stage, you can see the total value as well as the number of won opportunities, the success rate, and the average days in the pipeline for won opportunities. This gives you a great insight into the effectiveness of your overall pipeline.
Other Enhancements:
Add Linked Entity Type into the Linked Items for Activities.
When you log an email as an activity in the system, Pipeliner CRM now links the activity with the related entity.
Ability to report on the Contacts Sales Roles associated between Contacts and Opportunities.
MS Exchange Contacts Sync Update: You can now sync "All" Contacts from Pipeliner CRM to MS Exchange when using one-directional sync process.
We added Support for the new Dropbox API. Important: If you use Dropbox integration within Pipeliner CRM, you need to reenable the integration in order to make it work again.
We optimize the data load when using Google Drive integration. Pipeliner CRM is not anymore loading all content from your Google Drive but according to the folder selected.
Reports have now "Reload" button to reload the data when you are editing it.
Minor UI update of the Task Recurrence to be able to setup recurrence in a more visual way.
We added Support for Multi-select checkbox import.
Many other small enhancements and tweaks that make your work with Pipeliner CRM more smooth.
Bug Fixes:
Fix the issue with the default regional settings that were not counted into consideration when export data from reports.
Fix various issue with auto-linking and auto-suggesting of the contacts/accounts cards within leads and opportunities.
Fix the issue with opening images from documents.
Fix the issue with sharing the profile over sales unit.
Fix the issue with the contact/account phone number copying to the all phone type fields.
Fix the issue with the attaching sales step document to the lead.
Fix the issue with showing related activities, feeds under different entities.
Fix the issue with the unavailability to create opportunity with "Zero" value.
Fix the issue with the Pivot Drill-down of Opportunities that ignored the selected pipeline.
Various fixes and optimizations on the import and export of the data.
Fix minor bugs related to the filtering date type fields.
Other small bug fixes related to the reports.

New in Pipeliner 12.0.4 (May 30, 2017)

New in Pipeliner 12.0.3 (May 22, 2017)

New in Pipeliner 12.0.2 (May 15, 2017)

New in Pipeliner 12.0.1 (May 10, 2017)

New in Pipeliner 12.0.0 (May 4, 2017)

Advanced Reporting:
In addition to all the powerful Pipeliner reporting features that users have come to count on, we have now added a whole new dimension: Advanced Reporting.
This feature allows you to you combine any record type (opportunities, leads, accounts, contacts, products, feeds, notes, activities) or report type (standard or pivot) into one single report, using our new Report Builder.
Report Builder is a visual editor for reports. The Report Builder screen lets you work with opportunities, accounts, leads and contacts, and define their relations. You can also work with report fields, and define custom filters for each report type.
Note: Beginning with the Pipeliner CRM Chronology release, reporting features are only available online, and not in offline mode.
Activities Enhancements:
Even with this release we enhance the way you can work with Pipeliner CRM activities.
Tasks based activities:
Ability to setup default due date.
Ability to setup a sales unit on the task and get the access to the tasks that are not linked to any entities in Pipeliner CRM.
Ability to share a task using similar sharing capabilities as you are used to when sharing leads, opportunities, accounts or contacts.
Optimized the task form to better work with its details.
Appointment based activities:
Ability to invite multiple contacts and colleagues to your appointments.
Ability to collect appointment responses.
Ability to setup a sales unit on the appointment and get the access to the tasks that are not linked to any entities in Pipeliner CRM.
Optimized the appointment form to better work with its details.
Labels:
To Pipeliner's totally visual opportunity management, we have now added a label feature--you can now label opportunities so that priorities are instantly viewed:
Focus-this is a top priority lead or opportunity that should be worked right away
Hot-this is a hot lead or opportunity that should be worked as buyer is very active
Stalled-The opportunity is stuck from the buyer point of view.
Small Enhancements:
Opportunity Management Improvements
Ability to customize the lead and the opportunity card with even more view settings:
Add labels
Add ranking
Add value
Add velocity
to always show on the card.
Even more Management Reports Improvements:
Ability to add even more possible fields into a standard and pivot reports.
Ability to sort and group according to any field in the report and supporting multi-level sorting and grouping capabilities.
Ability to convert standard and pivot reports to advanced reports.
All reports are now online! That means you need to be connected to the internet in order to build, edit or view reports in Pipeliner CRM.
General Improvements:
Ability to connect to MS OneDrive personal edition.
Ability to see "Favorites" icon within the list views.
Ability to filter your data according to the "Favorites".
The auto-update of opportunity value while using "Products and Services" is turn on by default.
Ability to export data directly from the Archive.
Ability to use Leads Sales Step documents in the entity details.
Ability to track email as an activity after "Envelope" click within the application.
And many more small but useful enhancements.

New in Pipeliner 11.3.3 (Apr 30, 2017)

New in Pipeliner 11.3.1 (Feb 14, 2017)

New in Pipeliner 11.3.0 (Jan 31, 2017)

New in Pipeliner 11.2.0 (Dec 18, 2016)

New in Pipeliner 11.1.2 (Dec 7, 2016)

New in Pipeliner 11.1.1 (Dec 2, 2016)

New in Pipeliner 11.0.0 (Oct 27, 2016)

Recurring Tasks:
One of the most asked for and voted ideas in our idea forum is recurring tasks. For that reason we are super excited to announce that with the this release of Pipeliner CRM, you are able to set up the recurring tasks.
Recurring tasks are directly related to the due date of the tasks themselves. When you complete a recurring task, the entry will roll to the next date you’ve selected.
When creating recurring tasks, the time expression has two main parts:
Recurrence Pattern - or the dates when the task is recurring.
Recurrence Duration
Start date – When the recurring tasks should start to recur.
End date – When the recurring tasks should be stopped.
Activities 1:N:
Activity 1:N allows you to link the same activity to multiple accounts, one or more opportunities or anywhere it applies.
Link a single activity to multiple leads, opportunities, accounts or contacts.
Filter your activities according to the linked items.
Run a report to view which activity has multiple records assigned.
and many more tweaks related to the activities 1:N.
Appointment Planner:
The most critical tasks when scheduling appointment with your prospects or customers is to find suitable times for appointments with your customers.
Most of the time you have had to go a different tool to find appropriate time. With this release of Pipeliner CRM Continuity, you do not need to leave Pipeliner CRM at all in order to find the best time across all time zones.
The appointment planner is a tool that is directly integrated to Pipeliner CRM desktop application. The appointment planner tool enables you to find the best time across time zones when scheduling appointments with your prospects or customers.
Small Enhancements:
Insights - Conversions:
We have added another new tab to the Team Performance Insights feature called "Conversions".
Conversions enables you to see the sales conversions stats in the period of time e.g. you would like to see how many leads a sales rep needed to close 5 won opportunities within a specific time range.
Auto Number Field:
Ability to use a new custom field "Auto Number Field" that uses an expression in a text field (like the validation formula) to set a counter that incremented by a definable number (e.g. by 1 or 10 or whatever) every time a new record was created.
Even More Activities Improvements:
Ability to set default reminder on the task with due date.
Ability to set default appointment duration.
Quick filter data without scheduled activities e.g. you want to filter out only the sales opportunities that do not have any scheduled activity.
Call Task-based activity cannot be removed. This is due to the brand-new feature on the Pipeliner CRM Mobile version where you can now log all your outbound calls.
The "Default" status when creating new activity is now "Not Started".
Product Catalog Improvements:
Ability to assign a custom product or service to it's dedicated sales pipeline.
Ability to assign a custom product or service value in multiple currencies.
Ability to report on products or services difference value assigned to the opportunities i.e. you can see in the report the opportunity value difference between catalog price and the price sales rep sold those products.
Management Reports Improvements:
Ability to save "No of Results" setting under a report i.e. this way you do not need to change no of results every-time you restart Pipeliner.
Ability to add "Parent Sales Unit" into the each report's columns and filter according to this field.
Ability to add "Location" field into the Appointments based Reports.
Ability to add "Description" field into the Activities based Reports.
Ability to add "Title/Salutation" field into the Contacts based Reports.
Ability to add "Is Archive" field into the Opportunities based Reports to see which WON opportunities are already in Archive and which not.
Ability to add "Is Recurrent" field into the Opportunities and Tasks based Reports to see the opportunities or tasks that are recurring.
Compact Views Improvements:
Ability to view linked accounts and contacts on the opportunity and lead compact views.
Ability to access all related data directly from compact view.
Ability to view "Notes" on the all record based compact views.
General Improvements:
The last contacted day has been enrich with the information about last call.
Within the opportunity detail you can now see number of days till the opportunity closing date.
Ability to Export Opportunities and Leads directly via their related Views not just from Report.
Ability to Copy Opportunity to a different sales pipeline.
Bug Fixes:
Fix the issue with the MS Outlook Contacts Sync where fields have not been updated.
Fix the issue with the MS Outlook AddIn that disables Spell-check in the MS Outlook.
Fix various bug fixes related to the Activity Reminders.
Fix the issue with the targets calculation within the Reports.
Fix the issue with updating sales step documents.
Many various bug fixes.

New in Pipeliner 10.1.2 (Oct 8, 2016)

New in Pipeliner 10.1.1 (Aug 29, 2016)

New in Pipeliner 8.0.0 (Jul 17, 2015)

Sales Actions (Required Fields per Sales Step in Pipeline):
Ability to assign standard or custom field on the opportunity level to an individual sales step in your sales pipeline.
Ability to make standard or custom field required on the opportunity level o an individual sales step in your sales pipeline.
When you make the field required for an individual sales step in pipeline, the qualification dialog helps you to fill-out the missing fields.
Sales Activities (Recommended Activities per Sales Step in Pipeline):
Ability to define check-list of sales activities for lead or opportunity per sales step/per pipeline.
You can related three types of sales activities into the sales activities checklist: simple checkbox, field from the lead/opportunity form or activity type.
Pipeliner auto-checks the sales activity when it’s being completed e.g. when you fill out the field in the form.
Pipeliner visualized the achievement of that particular step based on the activities done and motives you to finish the activities list.
New Visualisation of Tasks (Tasks Status Board):
Pipeliner brings you a new visualization of the tasks in the activities – Tasks Board by Activity Statuses.
Tasks board has pre-defined columns per task statuses: Not Started, In Progress, Waiting, Completed, Deferred.
You can drag and drop the tasks within the Tasks Board as you are use to do with the opportunities on the pipeline.
You can change the task card information via “View Settings” to consist of more relevant information.
Please note that tasks board columns cannot be customized.
Reports Updates:
Ability to group the reports into the folder structure.
Ability to copy existing reports.
Ability to drill-down the pivot reports.
Ability to sort the reports on any field available in the report thorough the click on the column header.
Ability to export pivot reports into the Excel spreadsheet.
Massive Sync Update:
Your data is now automatically synced from the server to your local client i.e. Pipeliner now syncs instantly.
Automatic sync at the first run.
Auto-Profiling:
We bring a new way of data profilling into Pipeliner CRM.
When you edit the contact and give it an email address during the next sync process Pipeliner adds many useful data into your contact i.e. contact photo, address, social media profiles etc.
When you edit the account and give it an email address during the next sync process Pipeliner adds many useful data into your contact i.e. account logo, address, social media profiles etc.
Auto-profiling does not replace your original data just add all missing data to you entities.
Google Sync Update:
We updated the google sync for a better performance. Important: Google Contacts enables you to store up to 20.000 contact records. If you reach this limit by synchronizing your contacts over Pipeliner to Google, Pipeliner notifies you about the limit reach.
Small Enhancements:
We moved the owner field into its dedicated box within the entity detail.
We moved the sales team field into its dedicated box within the entity detail.
We moved the created and modified date into its dedicated box within the entity detail.
Social media integrations have been moved to the right side-bar in the dedicated social media box.
You have now the ability to link external URL links to other social media profiles.
We unified the look and feel of Contacts Look-up dialogs. You can now assign contact’s position when assigning it to the account or contact’s sales role when assigning it to the opportunity.
Ability to auto-populate Contact’s Data from Account when creating the contact over Compact View.
We have simplified the way you can create contact related to the account by ability create new contact within having to go through the look-up dialog in the account detail.
We have reordered the apps within the your Pipeliner account settings to make the integration with Gmail or IMAP more visible.
We have optimized the visual view on your data in Pipeliner by bringing the new way to look on the data you have rights to edit or you have rights to read-only it.
The icon for owner of the data has been removed i.e. if the opportunity, lead, account or contact does not have any icon, you are the owner of it.
We have updated the default sales roles for buying center.
Emails are sorted in Pipeliner based on the date of send coming from the email client and not according to the date creation in Pipeliner.
We added the description field into the leads and opportunities notification emails.
We update Pipeliner build-in Help with the better visualization.
We simplified the way you can choose the owner within the filter.
You can now use “All Pipelines” view within Timeline when using multiple pipeline feature.
We brought a little visual updates to the pipeline archive to better understand the data you are looking at.
We update the visuals of the About screen.
We bring back the ability to read-through the whole activity subject in the feed without having to open the activity itself.
You have now ability to Add already added product into the opportunity.
Pipeline steps are now sorted correctly in the pivot table.
We unified the business overview within the account/contact detail with the opportunity overview in the detail.
We reversed the color set for the “Ranking” i.e. Green color represents now 100% change of winning the deal and 0% is represented in red.
We introduced the new “Getting Started” wizard for all users in Pipeliner.
We introduced the new “What’s New” wizard for all users in Pipeliner.
Admin Portal:
We have simplified the Pipeliner CRM Layout Designer that enables you to customize your fields and forms within Pipeliner CRM:
Accounts – We have merged the application and mobile form into one dedicated account form. You can enable/disable the visibility of a field on the mobile app.
Contacts – We have merged the application and mobile form into one dedicated contact form. You can enable/disable the visibility of a field on the mobile app.
Leads – We have merged the application and mobile form into one dedicated lead form. You can enable/disable the visibility of a field on the mobile app.
Opportunities – We have merged the application and mobile form into one dedicated opportunity form. You can enable/disable the visibility of a field on the mobile app.
Opportunities – We have removed the ability to customize the “Lead to Opportunity Qualification Form”. If you have customised this form, please add all fields you used to the first step on the opportunity form using the new feature “Fields per Sales Step”.
Opportunities – We have removed the ability to customize the “Opportunity Won Form”. If you have customised this form, please add all fields you used to the last step on the opportunity form using the new feature “Fields per Sales Step”.
We bring back the ability to use standard tree view on the sales units structure.
Ability to create a custom opportunity form per pipeline.
Ability to create custom field read-only.
Bug Fixes:
Fix an issue with auto scroll of the accounts list when switching between multiple accounts (Detail View).
Fix an issue when “Default Pipeline” name was available to choose when creating the sales opportunity even after renaming the pipeline itself.
Fix an issue when the contacts list was selected when editing contact over the accounts list.
Fix an issue with missing lost reasons within the management reports when using it within the Pivot report.
Fix an issue with opportunity closing date was listed next day instead of today’s date when moving the opportunity to the won step in Pipeline.
Fix an issue with custom sharing component that requires to double-select the sales unit in order to select it.
Other various bug fixes.
Other Important Updates:
We discontinue to support Pipeliner v5.4 and lower. Currently, the supported versions of Pipeliner CRM is v6.0 and higher. We recommend you to update to the latest version of Pipeliner CRM.

New in Pipeliner 7.5.7 (Jun 19, 2015)

New in Pipeliner 7.5.5 (May 18, 2015)

New in Pipeliner 7.5.4 (May 1, 2015)

New in Pipeliner 7.5.3 (Apr 23, 2015)

New in Pipeliner 7.5.2 (Apr 15, 2015)

New in Pipeliner 7.5.1 (Apr 1, 2015)

New in Pipeliner 7.5.0 (Mar 27, 2015)

New Terminology:
Sales Space – Formerly known as Sales Pipeline. A Space is ONE corporate database consisting of all sales units and pipelines.
Sales Unit – A sales unit is a group of user(s) related to a specific business area or team, perhaps based on function (e.g. Inside Sales vs Outside Sales) or sales region, product or service etc.
Sales Pipeline – The pipeline is a sales process oriented methodology used to track sales opportunities through the sales process.
Multiple Pipelines:
You can now create multiple pipeline processes within one joint database within ONE space!
Accounts – Accounts are accessible to users based on the sales unit assignments and available within whole space to work with for each sales pipeline.
Contacts – Contacts are accessible to users based on the sales unit assignments and available within whole space to work with for each sales pipeline.
Leads – Leads are are accessible to users based on the sales unit assignments and available within whole space to work with for each sales pipeline.
Opportunities – Opportunities are accessible to users based on the sales pipeline assignments and available according to the sales units assignments.
Private opportunities feature has been removed – All private opportunities will not be able to update. Users will need to change its sales unit first.
Activities – Activities are accessible to users based on the accounts, contacts, leads or opportunities assignments and available within whole space to work with for each sales pipeline.
Reporting – You can run accumulated reports on the sales pipelines data.
Customization – All customization such as common lists or custom fields are available within whole space to work with for each sales pipeline. At this stage, you are not able to customize fields per pipeline or per account.
Ability to move the opportunity to a different pipeline.
All to setup the velocity notification per pipeline.
Pipeliner CRM Mobile solution supports multiple pipelines.
Pipeliner CRM MS Office solution supports multiple pipelines.
Smart Organizational Chart (Account Management):
You can now build the company org chart under account.
Ability to assign a position to each contact within the org chart.
Ability to assign up to two assistants to each contact within the org chart.
You can use the data from within the org chart to build your buying center for the sales opportunity.
New Visualisation of Contacts and Accounts (Compact View):
Get a clear overview of all the latest data related to your accounts and contacts.
Ability to see the latest contacted date for your contacts and accounts. The date is calculated according to the appointment end-date or according to the IMAP or Gmail Integration related to the received or sent emails.
Feed update: Ability to see updates on the leads, opportunities and docs.
Feed update: Feed message now includes more detailed information.
New User Experience and Visualisation of the Profiles:
We have updated the UX and UI of the options settings.
All profiles are now feature based i.e. when you create a profile within the reports, you cannot use it within the pipeline and vice versa.
When switching between basic and advanced filter Pipeliner CRM remembers your settings.
We implemented a better way to recognized “Who can see this profile?”.
Reports – Filter by status has been moved under filter.
Reports – Introducing the New Filter by pipeline per sales step.
Massive Sync Update:
Your data is now automatically synced to the server from your local client.
Small Enhancements:
Ability to access your sales step structure and sales units assignments within Pipeliner CRM.
Ability to use and report by contact’s position within the account.
Ability to print buying center chart.
Ability to print org chart.
Ability to restore deleted account.
Ability to create a report from within each screen in Pipeliner CRM based on the data you are seeing.
You can now build dashboard reports as you do for management reports.
All dashboard’s charts are loaded sequentially to delivered better UX speed.
We implemented the new visualisation when you move the leads or opportunities across sales pipeline.
When you move leads and opportunities through-out the pipeline, the data are now autosorted.
You can now use the condition “is empty” or “is not empty” to filter data within the fields.
We unify all buttons and its icons for a better user experience when working with Pipeliner CRM.
When linking contacts to the account, you can now use multiselect.
We enrich Pipeliner CRM About screen with more useful links to access.
You can now print the GTAC from within the Pipeliner CRM About screen into the PDF form.
We have moved the audit to be online-only i.e. you will be able to use Audit data only when you are connected to the internet. This change enables us to rapidly increase the speed of Pipeliner CRM application.
Ability to search for the fields when importing data during Import Wizard.
Ability to use default sales units when importing data.
Pipeliner CRM Mobile App for iOS supports x64 requirements.
Pipeliner CRM Facebook App supports latest Facebook API.
Admin Portal:
Admin portal is now accessible over Pipeliner CRM desktop app in a separate window.
We implemented the new visual approach of building sales units in an org chart view.
Ability to create additional pipelines to use within your sales space.
Ability to create custom fields with extended date range. This is great for all our customers from Insurance industry e.g. to create a custom field for the birthday.
Security – This setting has been moved from Sales Pipeline to Misc > Security tab.
Attachment Size Limit – This setting has been moved from Sales Pipeline to Misc > Security tab.
Attachment Type Limit – This setting has been moved from Sales Pipeline to Misc > Security tab.
Integrations – This setting has been moved from Sales Pipeline to Misc > General Settings tab.
API Access – This setting has been moved from Sales Pipeline to General tab.
Base Currency – This setting has been moved from Sales Pipeline to Currencies tab.
MS Office Integration:
MS Office Integration supports multiple pipeline feature.
Ability to select to which pipeline you would like to save lead or document.
Various Bug Fixes.
And many other small UX, visual and feature based enhancements. And also bug fixes.

New in Pipeliner 7.1.4 (Feb 3, 2015)

New in Pipeliner 7.1.3 (Jan 22, 2015)

New in Pipeliner 7.1.0 (Dec 11, 2014)

Pipeliner CRM New Design:
Bright, fresh, flat, clean design, more ergonomic.
Focus on less scrolling, fewer clicks.
More usable and “readable” Buying Center.
Every part of the product is visually improved.
Pipeliner CRM New Logo:
New logo and logotype, a better representation of our brand.
New Buying Center:
Automatically include a true “relationship graph” of all the ways multiple Contacts and Accounts are interconnected.
Allow you to designate multiple Influencers and Decision Makers associated with any Opportunity; and can be included in the Buying Center.
Add valuable context to your Contacts (e.g. you will see Contacts’ roles with custom color coding to identify how they fit into the buying hierarchy).
Allow you to add Notes for any Contact. Automatically adds existing Opportunities to a Contact’s profile, and shows a descriptive label.
Shared Notes:
All Notes within the entity detail are now shared based on the user role and entity sharing settings.
Small Enhancements:
We have improved the IMAP e-mail integration security.
Ability to show related activities on the sales opportunity level.
Activities overview now remembers your last activities view.
Ability to hide unconfirmed contacts from the contacts list within the account detail.
Ability to contact Pipeliner CRM Support directly within the Pipeliner CRM Software.
Ability to see the lost reason within the archived opportunity.
Ability to use different contacts visualisation within the account tab.
Ability to see XXX currency on the Pipeliner CRM Mobile app.
Customer Portal:
Ability to customize financial year for your targets.
Autosaving during working with custom fields and forms.
Ability to see and better distinguish calculated fields within the portal.
We incorporated the new and better UX and Explanation of Save > Publish > Sync Process (customization process).
Better User management for Admin – Ability to Resend Password reset to your team members.
Ability to copy custom fields.
Default activity types cannot be deleted.
Bug Fixes:
Fix an issue that Dropbox cannot be activated.

New in Pipeliner 7.0.0 (Dec 11, 2014)

1-to-Many to Any:
Ability to link one opportunity to many accounts.
Ability to link one opportunity to many contacts.
Ability to link one contact to many accounts.
Ability to link one account to many contacts.
Ability to mark primary account and contact to entities.
Ability to see number of accounts and contacts within quick-view for related entities.
Ability to search and filter for related accounts and contacts.
Ability to print 1-to-Many, to Any relations into PDF.
Product Catalog:
Ability to create a company business product catalog.
Ability to define SKU (Stock Keeping Unit) for each product.
Ability to setup company based unit prices.
Ability to setup price lists with periods.
Ability to use custom price within the opportunity.
Ability to setup discounts for product prices within the opportunity.
Ability to auto-update opportunity value based on the products price.
Ability to describe the product to better understand the product itself.
Pivot Reports:
Ability to create pivot based report within management reports.
Last Opened and Favorites:
Ability to access last opened opportunities, leads, accounts and contacts over global search.
Ability to mark opportunities, leads, accounts and contacts as favorites.
Email Notifications:
Ability to receive an email notifications on updates on the opportunities and leads: update, moves, qualifications, assignments.
Ability to receive an email notifications on updates on the accounts and contacts: update, creation or deletion.
Ability to receive an email notifications on updates on the activities: update, creation or deletion.
Small Enhancements:
UI update for each entity detail.
Update of the currency will update all ACTIVE opportunities values.
Auto-fill functionality for Twitter.
Ability to use Google search for searching social media accounts.
Ability to use contact list when going to contact over search.
Ability to see number of contacts/accounts in Accounts and Contacts (Placement)
Ability to move the opportunity within the pipeline over detail.
Usability improvements within the admin customization.
And many more other small enhancements.
Integration:
Massive improvements on Google Sync when using improved operation for checking data.
Mobile:
Ability to see and links one account with multiple contacts.
Ability to see and links one contact with multiple accounts.
Ability to see and links one opportunity with multiple contacts.
Ability to see and links one opportunity with multiple accounts.
Bug Fixes:
Time in Sales step wrong calculation.
Quality of profile image for the contact and accounts taken from social media.
And many more small bug fixes.

New in Pipeliner 6.1.2 Build 26656 (Sep 24, 2014)

New in Pipeliner 6.1.0 Build 25822 (Jul 29, 2014)

New in Pipeliner 6.0.3 Build 25798 (Jul 15, 2014)

New in Pipeliner 6.0.2 Build 25093 (Jun 5, 2014)

New in Pipeliner 6.0.1 (Jun 5, 2014)

New in Pipeliner 6.0.0 Build 24806 (Apr 30, 2014)

Introducing Social CRM:
Ability to connect your personal LinkedIn profile.
Ability to connect your personal Facebook profile.
Ability to connect your personal Twitter profile.
Ability to connect your personal Google+ profile.
Auto-suggest social media profile to your contacts.
Auto-suggest social media profile to your accounts.
Track the social media updates of your contacts and accounts.
Use the standard functionalities of each connected social media channel within Pipeliner CRM e.g. like, share and comment on posts on Facebook etc.
Email Integration:
Ability to use unique Pipeliner email address in order to forward a copy of your emails from your inbox to Pipeliner.
Ability to use your company email address within Pipeliner (using IMAP settings).
Auto-Calculated Fields:
Ability to create auto-calculated custom field.
Ability to use standard math operations within the calculation formula i.e. AND, OR, IF, NOT or ISEMPTY.
Ability to use logical expression within the calculation formula.
Ability to use all numeric fields as calculated fields.
Document Management:
Ability to limit the attachment size that is uploaded to Pipeliner.
Ability to limit the attachment type that is uploaded to Pipeliner.
Ability to limit the providers used to store content in Pipeliner i.e. disable Dropbox integration for sales team etc.
Web Resource Fields:
Ability to create a custom web resource field that allows you to load remote content to the Pipeliner.
Ability to use “GET” or ”POST” method to load remote content.
Enhancements:
Auto-sync or background sync is turn on for all users by default.
All grid systems have been updated for a better user experience.
All entity detail windows have been redesigned.
Ability to turn off the “target results” from the management reports.
Ability to run a report by a month.
Ability to run a report by a quarter.
Ability to enter just contact firstname or lastname in order to save contact (i.e. contact name marged into one field).
Ability to upload an image to business accounts.
Ability to create a custom radio button field with multiply options.
Ability to sort custom dropdown and radio field options.
Ability to upload Pipeliner user photo from computer.
Ability to upload Pipeliner user photo from social media channels.
Improved duplicate checker during import process i.e. Pipeliner tells you which data is wrong.
Ability to import sales opportunities with currencies.
Ability to bulk update only owner name (previously sales unit was required as well).
Ability to search accounts and contacts by phone.
Ability to search accounts and contacts by email.
Ability to create an appointment on behalf of somebody.
Ability to create a lead from a lead.
Ability to create a lead from a contact.
Ability to use copy-paste functionality within the activities and feeds.
Update to activities and feeds filter.
Update to Google Integration – ability to sync Google Calendar.
Update and improved Pipeliner MS Office Add-In.
Known Issues:
Fix an issue with Documents template when using it over second entity.
Fix an issue with Google Contacts sync when some of the contacts where not syncing.
Fix an issue with the data exporting using a specific set of custom fields.
Fix an issue with the custom field (dropdown) when its value was deleted from the list in regards the exporting reports into Excel sheet.
Fix an issue with the custom field using default value i.e. the default value was ingnored when exporting reports into Excel sheet.
Fix an issue with the custom field when its deleted from the list i.e. there is not need to resave related form anymore.
Fix an issue with the target dates calculation at the month end.
Fix an issue with the sorting functionality within the look up dialog.

New in Pipeliner 5.4.3 Build 23076 (Feb 6, 2014)

New in Pipeliner 5.4.2 Build 22792 (Jan 10, 2014)

New in Pipeliner 5.4.1 Build 22685 (Dec 10, 2013)

New in Pipeliner 5.3.1 Build 20978 (Sep 5, 2013)

New in Pipeliner 5.3.0 Build 20795 (Sep 3, 2013)

Introducing Pipeline Velocity Metric:
You can now monitor the age of your opportunities i.e. track the number of days an opportunity has remained in any given sales step.
We implemented the feature that lets you track the average sales step duration based on the opportunities age.
You can easily set the warning notifications i.e. Pipeliner will monitor stage duration and warn you of delays well before those delays turn into problems.
More Sales Pipeline Enhancements:
Pipeline shows the unweighted value of each sales step.
Small graphical improvements on pipeline feature.
Introducing sales step quick-view or extract with all information related to the sales step.
Improved minimizing and maximizing the step.
New Subjective Target that lets you track the sales goal achievement based on the opportunity ranking and its value.
Accounts Management lets you create a new contact directly within the account.
Enhanced Management Reports with the drag-and-drop functionality for adding fields into report.
Enhanced Import with the system that will remove already mapped field.
Bulk Update
New Dashboard charts for tracking pipeline velocity:
Pipeline Velocity Chart
Overdue Opportunities Chart
Drop Off Rate Chart
Improved MS Office Integration:
MS Word and Excel Templating System
Small enhancements and fixes
Fix the sync issues with Outlook
New Powerful Integration:
Import2 Integration – You can now use the Import2 feature to migrate your current data from almost any CRM to Pipeliner.
Dropbox Integration – Dropbox for Pipeliner makes adding collaborated documents from Dropbox into Pipeliner CRM as easy as point and click.
Google Drive Integration – The Google Drive App for Pipeliner makes it easy to add files from your Google Drive to Pipeliner CRM.
SyncApps Integration – SyncApps integrates Constant Contact, MailChimp, Act-On, ExactTarget and VerticalResponse tool for small business with Pipeliner CRM.
Bedrock Data Integration – Integrates HubSpot’s inbound marketing platform with Pipeliner CRM using DataSync by Bedrock.

New in Pipeliner 5.2.1 Build 20402 (Aug 7, 2013)

New in Pipeliner 5.2.0 Build 19938 (Jul 2, 2013)

New in Pipeliner 5.0.0 Build 18933 (Apr 4, 2013)

Work smarter, work faster:
We realized that when working with Pipeliner, you had to perform too many clicks in order to update your data. We know that time is always an issue and that you need to update your data very quickly. Therefore, we made updating the data in Pipeliner 5 much more faster!
We removed the window “X” close button, so you can switch between two features.
We made the sync button available to use within each feature, so you can sync Pipeliner at any-time.
We implemented the Quick-View Lists for the opportunities, leads, accounts and contacts, so you can switch between two different opportunities, leads, accounts and contacts!
By introducing the new smart sales flow, we eliminated more than 50% of clicks in Pipeliner
Enhanced Sales Tools:
With Pipeliner 5, you can spend more time with your customers and less time entering the data into the system. We built new and faster ways to access all sales features within Pipeliner CRM in order to do common sales tasks.
We re-built the well-known opportunity “Action Panel” into the “Opportunity Window”, where you can find all 6 Essential Sales Tools:
Track all tasks and meetings
Post and share free build-in messages
Build the organization buying cycle
Upload and share documents
Write notes to remember everything
Track the history changes
Pipeliner 5 lets you use the same 6 Essential Sales Tools within the Lead-, Account- and Contact Window.
Global Search:
The new global search is smart. It may look like a simple search, but we now implemented the advanced search syntax that gives you the ability to search for your data throughout Pipeliner CRM.
By simply typing the term you are searching for into the new global search field, you can search for Opportunities, Leads, Accounts, Contacts, Documents, Task and Appointments.
Custom Filter:
You can customize Pipeliner to your business by creating the unique custom sales fields. With the older version of Pipeliner, you have not been able to use these fields when filtering your data. However, with the new Pipeliner custom filter you can do it!
Pipeliner 5 custom filter lets you filter according to all fields used in Pipeliner and set the specific set of conditions to filter only those data you need to focus on.
The custom filter works within each Pipeliner CRM feature. Moreover, you can save your settings into the profiles and restore these settings at anytime per click-of-a-button.
Activity Center (formerly known as p-connect):
We developed Pipeliner p-connect to provide you with a simple and efficient way to organize your sales activities. We really appreciate all your feedback on the p-connect feature and realized that p-connect was not the ideal solution for tracking your tasks. Therefore, we decided to rebuild it for you!
The new Activity Center is a hub that stores all your tasks, meetings and messages related to your opportunities, leads, accounts and contacts. Activity Center helps you to better organize your work and:
Create tasks, schedule meetings and post free build-in messages
Set reminders to all activities
Attach documents to all activities
Post comments on all activities
Track and report activities
Reports:
One of the great things about Pipeliner 5 is the power of using the new custom filter and reports settings to generate absolutely unique reports in a seconds.
We improved the speed of how Pipeliner CRM generates reports and lets you:
rearrange the reports columns
rename the reports columns names
export reports into the PDF or Excel file
save the reports settings under the profiles
New Pipeliner Office Add-In:
We know that over the last year, Pipeliner Outlook Add-In has become an inevitable part of everyday work for you and we decided to improve this Add-In and make it even more integrated with your office tools.
The new Pipeliner Office Add-In lets you use the familiar Pipeliner Outlook Add-In and also:
Word Add-In
Excel Add-In
PowerPoint Add-In
Visio Add-In
Project Add-In
Sync Performance Upgrade:
Pipeliner is a desktop application that synchronizes your data over the secured cloud to all your devices. Pipeliner works great without an Internet connection, and syncs up when the connection comes back. We have built a new way how Pipeliner syncs your data. Now, Pipeliner syncs super fast. With Pipeliner 5 we were able to double the sync performance.

New in Pipeliner 4.0.0 Build 15951 (Sep 26, 2012)

New in Pipeliner 3.7.0 Build 14535 (Jul 3, 2012)

Editors - You can now assign a sales team member called "Editor" to your opportunities. Editing the opportunity in a team has never been easier! Assign your colleague to your opportunity as an editor in order to edit the opportunity details and much more!
Notes Management - Note it! Pin it! Done it! - Notes management enables you to create and pin any note you need to write to your opportunities in sales pipeline. Further, you can create your personal notes which are not related to any particular opportunity.
Enhanced Profile Management - We decided to make the profile to be more visible and more intuitive to use. With the profiles, you can save your current filter and option settings and, per click, switch between many different views of your sales pipeline.
Enhanced Address Book - Sharing you address book data is crucial. Therefore, we have rebuilt the way you will work with contacts and accounts. pipeliner v3.7 supports the accounts and contacts ownership and sales units assigment. You can now very easily distribute all your data within your organisation and relate them to a particular sales units and owners.
What's new:
Assign owner
Assign sales unit
Assign sales team editors and watchers
Improved data import
Mass export accounts and contacts
URL click to open
E-mail click to open
User Rights and Roles - Create your own user role and set security roles for all pipeliner users by applying access rights for all features and fields within pipeliner for each of them
Opportunities Import - Starting to work with pipeliner has never been easier. You can now bring your current data into pipeliner using CSV files. Import your sales opportunities with your custom fields and start to sell like a pro.
Lost Reasons custom list - Track your reason of closing the lost lead or opportunity. pipeliner gives you the chance to create your custom list of reason and track the reasons of lost.
Enhanced Notification System - We understand that when you need to be notified you need to see it. Therefore, we have redesign the notification system. You will never miss any reminder anymore.
Team pipeline administration in pipeliner! - Now, you can administrate your team pipeline just via pipeliner. Manage and administrate all company data using pipeliner customer portal.
Manage Multiple Pipelines - Switch multiple sales pipeline per click the button. If you need to manage two different sales processes within your sales organization, you can easily switch between two and more team pipelines per push the button.
Main GUI redesign - We have simplified pipeliner navigation menu in pipeliner for being even more sales oriented.
Enhanced Management Reports - Reports include the main contact and account E-mail and Phone information which you can easily export to Excel file for further marketing.
Custom Target Value Calculation - create your own custom target field and calculates your opportunities not just only according to its value.
Options, filters and profiles - now you can use profiles even within the address book, timeline and team leads management.
Custom Fields - Map dependency - map your custom fields between opportunity and leads.
pipeliner privacy - enable or disables team pipeline users to authenticate themselves before accessing pipeliner.