Best Of
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Re: Smart Doc/E-Signature to Trigger Automation
We've been requesting this feature for over years, yet there is still no progress. Instead of implementing genuinely useful, time-saving features, we're getting flashy AI tools that most users don't …1 -
Re: Insight Report & Dashboard Auto-Send
+1! and I would love to see an upgrade where anyone with the shareable URL can adjust the periodic filter. This way, when shared, our clients can filter by last month, quarterly, last year, etc. and …1 -
Selecting automations for a specific user
If you want to see the automations for a specific user, the following appear in the selection list: belongs to me belongs to others (deleted user) ... ... (deleted user) name of an existing user name…1 -
The line break in deal titles is no longer automatic.
Since this week, when the title of a deal is long, it no longer automatically returns to the line. It disappears on the right-hand side of the screen, making it impossible to see the full text. I use…1 -
Re: Ability to attach files to email directly from deal
This is a common pain point! The inability to attach files directly from Pipedrive to emails can be inefficient. It would indeed be a great feature if Pipedrive allowed direct file attachments from p…1 -
AI-first strategy for 2025 is not what I expected from Pipedrive
The announcement of the next webinar about 2025 strategy for Pipedrive (Reimagining your CRM experience with AI) is bad news to me. Am I alone to be concerned about an AI-first strategy? I don't acti…4 -
Re: Nurturing
Hi @David Z unfortunately, you're very on point. @Manuel Oliveira you listening? :) The campaigns add-on is so brutally basic that we actually never suggest using it for client work. It's OK for most…1 -
Re: Multiple organizations tied to the same person
I have contacts who are part of more than one org. I need to be able link deals to those orgs, but if a contact can only have one org, it's kinda useless.1 -
Re: Multiple organizations tied to the same person
Many persons do several businesses/ are working for several organisations.2 -
Re: Multiple organizations tied to the same person
Add support for relation between contacts and multiple companies would be great. And: Add the ability to define the contacts function on company-level. So for example: John Smith works as and belongs…2
