I work for a company that sells technical medical equipment. We are looking for a way in PD / or 3rd party app that would allow us to manage a customers assets (i.e. product warranties, serial numbers, maintenance contract). Ideally we would like this to to have a support ticketing function as well, to keep track to any…
Hi, The firm I work for previously had an archaic CRM system which I struggled with, it was slow, clunky and just poor. I took my gripes to management and asked if I could break away and use my own, which they were fine with, as I had used Pipedrive previously it was my go to CRM, however; I did trial Hubspot through a…
Hi ! My Company has several entities and I would like each of them to have their own Pipeline to manage their own leads. My Idea is to create one pipeline / entity but the limitation is I want the people from one entity to have access only to their own pipeline. Do you have any idea how I can manage this point ? Thanks !…
Hi there, I have a website using Wix and the main purpose of that website is to get the customer to apply for a service by filling out a form and push send… simple ☺️ What is the best way to automatically generate a deal in Pipedrive, using this implemented data? I have tried using Zapier, but not been successful… but…
Hi Guys, new here in the Community! I'm set up Pipedrive and would like to know whats WhatsAPP APP work the best with Pipedrive. Thanks a lot!
I'm looking for a good caller app! We are using Pipedrive to make calls to prospects and it would be nice to get some data on those calls aswell, and maybe some more features around call logging and connecting inbound calls to the right Deal, etc. I still want to use the hardphone and we have a software that connects to…
Looking for recommendations on call automation software that integrates with PipeDrive. Ideal Requirements: * Integrates to the CRM to log calls and conversations, * Auto-dialing, preferably across a list of accounts/deals/organizations, * Call Recording, * Bonus if it automatically leaves pre-recorded voicemails!
Am new to pipedrive and realise the email privacy issue of complete sharing. Someone can add my personal email or another (non-pipedrive using) staff member and see all my emails. Too risky. So Pipedrive suggest use labels but i don't know how you use that effectively to isolate these emails from syncing - can anyone…
We would like to upgrade our package to advanced to take advantage of the integrated email functions. Only spanner I foresee is that 3 of the team use the gsuite domain @360v.co.uk and another 3 use @360dental.co.uk Will this be an issue or can pipedrive handle this
Deals in our pipeline will sometimes switch owners at a certain stage. But, the previous owner continues to follow that deal unless they manually unfollow it. I need a way to have a user unfollow a deal when the owner changes because the pipeline can become filled with deals that are no longer relevant and it can be…
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