Product Release Notes: September 2019

Learn about our latest feature releases, news and product improvements this month. Read on about the awesome Mobile Business Card Scanner, Multi-Factor Authentication, learning webinars about integrations, and more.

What’s New

Mobile Business Card Scanner

We know they’re sitting in your desk drawer collecting dust.

Now you can ditch those stacks of business cards and turn them into useful business contacts synced right into PipelineDeals. With the new PipelineDeals Business Card Scanner, it is easier than ever to gather contacts while on-the-go.

With our new mobile Business Card Scanner you can:

  • Go from business card to PipelineDeals Contact in just a few clicks. 
  • Create a new contact from a previously taken business card photo.
  • Easily add multiple new contacts without leaving the app.

iPad support 

Use your iPad to close more deals. 

Multi-Factor Authentication 

We’re tightening down on security to better protect your account. Two pieces of evidence are required to get in. 

Recent Deals list

Managing Lists with Recent

Have a ton of lists? Get to the ones you want quicker. Now you can see the most recent lists you’ve used with a click of a button.

Check out the new Recent dropdown option that is available along with Starred and Shared when you access your List Views.

Rename your files

Rename Profile Files

Now you have the ability to rename files in a Person or Deal profile.

Upcoming Webinars: PipelineDeals Integrations

Did you know you could boost your bottom line, be even more organized, and save time and money when you do move forward with this?


If you haven’t looked into integrations with PipelineDeals you may just be missing out. Integrations connect and sync PipelineDeals with other productivity software you use to keep your business running. When you sync critical data in the right place, the results are game-changing.

Plus, it’s easy to do.

We’ve seen the revenue building results over and over again with our customers. We want you to sell smarter and faster and that’s why we have effective and proven integrations solutions we’d like to tell you about. 

Join our upcoming webinars to learn about our latest services offerings around PipelineDeals integrations with Bridge software.

PipelineDeals Integrations Solutions
Bridge Software and PipelineDeals Customer Success  
Wednesday, October 2nd 
9am PT / 12 pm ET
Sign up here

What You Need to Know about Zapier 
PipelineDeals Customer Success
October 10th 
9am PT / 12 pm ET
Sign up here

Product Highlights

SuperSharing is a Superpower

Why? You can close deals faster and save time. Since we launched it last month, PipelineDeals customers have been diving into SuperShare. With it, you can share data in real-time for easy, real-time collaboration via messaging and comments with external collaborators. It all happens within PipelineDeals.

Check out our latest learning webinar and blog post: How to Close Deals and Save Time with SuperShare

Need more awesome PipelineDeals product news? Check out last month’s Product Release Notes: August 2019 edition.

Try PipelineDeals today. Get started with a 14-day free trial by clicking here.

Hello from the PipelineDeals Product Team!

From left to right: Jeff, Laura, Michael, Kristi

Know someone who will love PipelineDeals. Let them know about the 14-day free trial by clicking here. Or, did you know that you can make a commission by recommending our software to businesses you feel would truly benefit from PipelineDeals? We’d love to help you do that. That’s why we have a Partner Referral Program with industry-leading commissions. Check out our PipelineDeals Partner Program page to get started.

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