would love a business card scanner feature for Apple products
I’d love to see an AI feature that can generate a concise summary of an Organization’s journey and status by analyzing all linked notes, activities, and communications. This would provide instant context when viewing an Organization so my team can jump back into conversations without wondering, "where were we with…".
Hi everyone, I’d love to see an option added that allows Won deals to remain visible in the active pipeline, even after being marked as “won.” The reason: many of my deals, although considered won from a sales perspective, still require months of aftercare, onboarding, or scheduled follow-up. These deals often stay active…
I created a bunch of custom activities and now realize I don't need half of them, I want to delete them to clean it up, why can I not do this, or can I? What am I missing?
Hello, It would be nice if the Unit price (discounted) actually rounded to 2 decimal places. On our template we use [Product unit price (discounted) (product unit_prices_discounted)] but depending on the calculation it could go beyond 2 decimal places and does not look nice on a quote. The user can backspace the amount but…
Could the ability to send a Group Email (not Campaigns) be decoupled from the Bulk editing capability? Our internal security team recently had us turn off bulk editing, to better control our data (and since Pipedrive emails our Legal rep weekly about this "high risk" feature being turned on). Almost immediately, we heard…
We utilize and appreciate the security emails that inform admins when a record was exported or deleted. This allows us to monitor and track when folks export and delete, instead of turning these features off for Users. Our internal teams are asking us to lock down bulk editing, since these are not included in the security…
A CRM tool that’s used for sales and outreach really needs to allow filters based on whether the contacts (People) linked to an Organization have been contacted recently. Right now, there's no way to check, at the Organization level, if none of the linked People have received an email in the last X days. This makes it…
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
Since Pipedrive is a strict CRM we are forced to use other apps for administrative or project tasks. Another limitation from Pipedrive is that it only syncs with one calendar. Therefore in order to see all the tasks (Pipedrive and non-CRM related) it is absolutely necessary to have an external calendar. Instead of a simple…
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