{"id":801,"date":"2021-05-03T16:06:58","date_gmt":"2021-05-03T16:06:58","guid":{"rendered":"https:\/\/solutionsreview.com\/crm\/?p=801"},"modified":"2021-05-03T16:07:24","modified_gmt":"2021-05-03T16:07:24","slug":"pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update","status":"publish","type":"post","link":"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/","title":{"rendered":"Pipeliner Migrates Users to its CRM Cloud and Launches Product Update"},"content":{"rendered":"
\"Pipeliner

Source: Pipeliner CRM<\/em><\/p><\/div>\n

Pipeliner CRM recently announced<\/a> that it has successfully migrated all the users still using a legacy Pipeliner system to Pipeliner CRM Cloud. The completed migration allows users to access the expanded capabilities of Pipeliner’s cloud-based CRM system, including features like automatic software updates, enhanced security, and more.<\/p>\n

Our<\/span>\u00a0<\/span>2020 CRM Buyer\u2019s Guide<\/span><\/i><\/a>\u00a0helps you evaluate the best solution for your use case and features profiles of the leading providers, as well as a category overview of the marketplace.<\/span><\/div><\/span><\/p>\n

Pipeliner CRM provides salespeople with a sales application combining productivity tools with features like a built-in automation engine and visualized reporting and analytics. The company is based out of Los Angeles and develops multiple CRM product lines alongside online and offline apps to help sales teams connect with their target audiences.<\/p>\n

After the 4 years of programming it took to recreate Pipeliner’s CRM Hybrid app in the cloud, the company launched Pipeliner CRM Cloud in September 2018. Pipeliner’s product development recreated the interface and navigation from the original CRM app in the new cloud model to help provide migrated users with a seamless transition. The company finished migrating hundreds of users to the new cloud-based CRM in Q1 of 2021 and has since sunsetted the legacy hybrid version.<\/p>\n

Other features included in this Pipeliner CRM Cloud update include enhancements to features like opportunities target comparison, activities, automizer, calling, field selection, reports, and more.<\/p>\n

Learn more about Pipeliner CRM.<\/a><\/p>\n

\n

\t\t\t

\"Download<\/a><\/p>\n<\/div>\n\t\t<\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"

Pipeliner CRM recently announced that it has successfully migrated all the users still using a legacy Pipeliner system to Pipeliner CRM Cloud. The completed migration allows users to access the expanded capabilities of Pipeliner’s cloud-based CRM system, including features like automatic software updates, enhanced security, and more. Pipeliner CRM provides salespeople with a sales application […]<\/p>\n","protected":false},"author":57,"featured_media":802,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"footnotes":"","_jetpack_memberships_contains_paid_content":false,"jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false},"version":2}},"categories":[4],"tags":[394,500,502,501],"jetpack_publicize_connections":[],"acf":[],"yoast_head":"\nPipeliner Migrates Users to its CRM Cloud and Launches Product Update<\/title>\n<meta name=\"description\" content=\"Pipeliner CRM has announced a new update fro its Pipeliner CRM Cloud and confirms the completed migration of users still using the legacy Pipeliner system.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pipeliner Migrates Users to its CRM Cloud and Launches Product Update\" \/>\n<meta property=\"og:description\" content=\"Pipeliner CRM has announced a new update fro its Pipeliner CRM Cloud and confirms the completed migration of users still using the legacy Pipeliner system.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/\" \/>\n<meta property=\"og:site_name\" content=\"Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-03T16:06:58+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-05-03T16:07:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/solutionsreview.com\/crm\/files\/2021\/05\/Pipeliner-CRM-Cloud-Update.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"William Jepma\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@WorktechReview\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"William Jepma\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/\",\"url\":\"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/\",\"name\":\"Pipeliner Migrates Users to its CRM Cloud and Launches Product Update\",\"isPartOf\":{\"@id\":\"https:\/\/solutionsreview.com\/crm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/solutionsreview.com\/crm\/files\/2021\/05\/Pipeliner-CRM-Cloud-Update.jpg\",\"datePublished\":\"2021-05-03T16:06:58+00:00\",\"dateModified\":\"2021-05-03T16:07:24+00:00\",\"author\":{\"@id\":\"https:\/\/solutionsreview.com\/crm\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976\"},\"description\":\"Pipeliner CRM has announced a new update fro its Pipeliner CRM Cloud and confirms the completed migration of users still using the legacy Pipeliner system.\",\"breadcrumb\":{\"@id\":\"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/#primaryimage\",\"url\":\"https:\/\/solutionsreview.com\/crm\/files\/2021\/05\/Pipeliner-CRM-Cloud-Update.jpg\",\"contentUrl\":\"https:\/\/solutionsreview.com\/crm\/files\/2021\/05\/Pipeliner-CRM-Cloud-Update.jpg\",\"width\":800,\"height\":400,\"caption\":\"Pipeliner CRM Cloud Update\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/solutionsreview.com\/crm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Pipeliner Migrates Users to its CRM Cloud and Launches Product Update\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/solutionsreview.com\/crm\/#website\",\"url\":\"https:\/\/solutionsreview.com\/crm\/\",\"name\":\"Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions\",\"description\":\"CRM Buyer's Guide and Best Practices\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/solutionsreview.com\/crm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/solutionsreview.com\/crm\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976\",\"name\":\"William Jepma\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/solutionsreview.com\/crm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/solutionsreview.com\/crm\/files\/2023\/08\/William_Jepma_600-1.jpg\",\"contentUrl\":\"https:\/\/solutionsreview.com\/crm\/files\/2023\/08\/William_Jepma_600-1.jpg\",\"caption\":\"William Jepma\"},\"description\":\"William Jepma is an editor and analyst at Solutions Review who aims to keep readers across industries informed and excited about the newest developments in the worktech, marketing, cybersecurity, and broader enterprise technology and AI categories. You can connect with him on LinkedIn or reach him via email at wjepma@solutionsreview.com.\",\"sameAs\":[\"https:\/\/solutionsreview.com\/\",\"https:\/\/www.linkedin.com\/in\/william-jepma\/\",\"https:\/\/x.com\/WorktechReview\"],\"url\":\"https:\/\/solutionsreview.com\/crm\/author\/wjepma\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Pipeliner Migrates Users to its CRM Cloud and Launches Product Update","description":"Pipeliner CRM has announced a new update fro its Pipeliner CRM Cloud and confirms the completed migration of users still using the legacy Pipeliner system.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/","og_locale":"en_US","og_type":"article","og_title":"Pipeliner Migrates Users to its CRM Cloud and Launches Product Update","og_description":"Pipeliner CRM has announced a new update fro its Pipeliner CRM Cloud and confirms the completed migration of users still using the legacy Pipeliner system.","og_url":"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/","og_site_name":"Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions","article_published_time":"2021-05-03T16:06:58+00:00","article_modified_time":"2021-05-03T16:07:24+00:00","og_image":[{"width":800,"height":400,"url":"https:\/\/solutionsreview.com\/crm\/files\/2021\/05\/Pipeliner-CRM-Cloud-Update.jpg","type":"image\/jpeg"}],"author":"William Jepma","twitter_card":"summary_large_image","twitter_creator":"@WorktechReview","twitter_misc":{"Written by":"William Jepma","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/","url":"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/","name":"Pipeliner Migrates Users to its CRM Cloud and Launches Product Update","isPartOf":{"@id":"https:\/\/solutionsreview.com\/crm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/#primaryimage"},"image":{"@id":"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/#primaryimage"},"thumbnailUrl":"https:\/\/solutionsreview.com\/crm\/files\/2021\/05\/Pipeliner-CRM-Cloud-Update.jpg","datePublished":"2021-05-03T16:06:58+00:00","dateModified":"2021-05-03T16:07:24+00:00","author":{"@id":"https:\/\/solutionsreview.com\/crm\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976"},"description":"Pipeliner CRM has announced a new update fro its Pipeliner CRM Cloud and confirms the completed migration of users still using the legacy Pipeliner system.","breadcrumb":{"@id":"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/#primaryimage","url":"https:\/\/solutionsreview.com\/crm\/files\/2021\/05\/Pipeliner-CRM-Cloud-Update.jpg","contentUrl":"https:\/\/solutionsreview.com\/crm\/files\/2021\/05\/Pipeliner-CRM-Cloud-Update.jpg","width":800,"height":400,"caption":"Pipeliner CRM Cloud Update"},{"@type":"BreadcrumbList","@id":"https:\/\/solutionsreview.com\/crm\/2021\/05\/03\/pipeliner-migrates-users-to-its-crm-cloud-and-launches-product-update\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/solutionsreview.com\/crm\/"},{"@type":"ListItem","position":2,"name":"Pipeliner Migrates Users to its CRM Cloud and Launches Product Update"}]},{"@type":"WebSite","@id":"https:\/\/solutionsreview.com\/crm\/#website","url":"https:\/\/solutionsreview.com\/crm\/","name":"Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions","description":"CRM Buyer's Guide and Best Practices","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/solutionsreview.com\/crm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/solutionsreview.com\/crm\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976","name":"William Jepma","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/solutionsreview.com\/crm\/#\/schema\/person\/image\/","url":"https:\/\/solutionsreview.com\/crm\/files\/2023\/08\/William_Jepma_600-1.jpg","contentUrl":"https:\/\/solutionsreview.com\/crm\/files\/2023\/08\/William_Jepma_600-1.jpg","caption":"William Jepma"},"description":"William Jepma is an editor and analyst at Solutions Review who aims to keep readers across industries informed and excited about the newest developments in the worktech, marketing, cybersecurity, and broader enterprise technology and AI categories. You can connect with him on LinkedIn or reach him via email at wjepma@solutionsreview.com.","sameAs":["https:\/\/solutionsreview.com\/","https:\/\/www.linkedin.com\/in\/william-jepma\/","https:\/\/x.com\/WorktechReview"],"url":"https:\/\/solutionsreview.com\/crm\/author\/wjepma\/"}]}},"jetpack_featured_media_url":"https:\/\/solutionsreview.com\/crm\/files\/2021\/05\/Pipeliner-CRM-Cloud-Update.jpg","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/pajVGf-cV","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/solutionsreview.com\/crm\/wp-json\/wp\/v2\/posts\/801"}],"collection":[{"href":"https:\/\/solutionsreview.com\/crm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/solutionsreview.com\/crm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/solutionsreview.com\/crm\/wp-json\/wp\/v2\/users\/57"}],"replies":[{"embeddable":true,"href":"https:\/\/solutionsreview.com\/crm\/wp-json\/wp\/v2\/comments?post=801"}],"version-history":[{"count":0,"href":"https:\/\/solutionsreview.com\/crm\/wp-json\/wp\/v2\/posts\/801\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/solutionsreview.com\/crm\/wp-json\/wp\/v2\/media\/802"}],"wp:attachment":[{"href":"https:\/\/solutionsreview.com\/crm\/wp-json\/wp\/v2\/media?parent=801"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/solutionsreview.com\/crm\/wp-json\/wp\/v2\/categories?post=801"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/solutionsreview.com\/crm\/wp-json\/wp\/v2\/tags?post=801"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}

The company also announced<\/a> the launch of v3.11.0 of Pipeliner CRM Cloud. The update introduces new enhancements to the platform’s Organization Charts to improve the depth of information it can offer to users. Pipeliner has also expanded on the customizability of the company’s Compact View for accounts, contacts, leads, and opportunities. New customization options will enable Pipeliner admins to choose the kind of information included or excluded in the Interface tab in Fields & Forms, add custom charts to the panel, and select, remove, or reorder the Lists.<\/p>\n