Hi! Now you can define standardized loss reasons and select them directly from your pipeline — so your team learns faster from each lost deal.
Logging: Choose a loss reason when closing a deal as "Lost"
Clearer Reports: Segment lost deals by reason to identify patterns and correct flaws.
Team Alignment: Shared vocabulary = better transitions and follow-ups.
Tip: Start with a maximum of 5 to 7 reasons and review them monthly to keep the list useful.
What did you think of this new feature? Tell us!
Hi! Now you can quickly update key contact or company information, keeping your records organized and up-to-date without interrupting your workflow.
New features: edit the name, phone number, and address of any contact or company.
Fewer typos, better context: keep details accurate for prospecting, forwarding, and reporting.
Tip: review recently active contacts and correct outdated phone/address information to increase response rates.
What did you think of this new feature? Tell us!
Hi! Your sales numbers just got a whole lot easier to read. The new business dashboard provides a clear overview.
Instant KPIs: Total deals, Won, Lost, and Open at a glance
Flexible date: Range to focus on the period that matters
Clear trends: Track deals created, won, and lost over time
Performance by agent: To see who's making a difference
Quick filters by pipeline and status: Open, Won, Lost for quick analysis
Tip: Change the date range to compare this month to last month and identify trends.
What did you think of this new feature? Tell us!
Hi! We've launched a public page with free, no-registration tools to help you streamline your marketing, analytics, productivity, and sales activities.
Essential marketing tools: UTM Builder, SEO Title and Meta Description Generator, and Ad Generator to plan, optimize, and launch campaigns faster.
Social media growth: Hashtag Generator and idea generators for YouTube, Instagram, TikTok, and LinkedIn to maintain a constant flow of content.
Quick analytics calculations: NPS, CAC, LTV, ROI, and Conversion Rate calculators to validate decisions on the spot.
Daily productivity: Email Subscription Generator, Invoice Generator, and QR Code Generator to refine details in minutes.
Boost your sales: Commission Calculator and Sales Goal Calculator to easily track goals and payments.
Tip: Add to favorites for quick access: Free Tools
Direct link: https://pipeback.com/en/free-tools
What did you think of this new? Let us know below ⭐
Hey there! Finding the right help just got way faster — meet your new AI assistant in Help Center.
Get instant answers sourced from your own knowledge: published articles + content in your workspace
Works out of the box — no setup or toggles needed
Clear, grounded replies based on what your team has already documented
Coming soon: AI that helps draft and polish new Help Center articles
Tip: Try asking a multi-step question the way a customer would — the AI will pull the most relevant info from your docs.
What did you think of this new feature? Let us know below 🤖