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Task/Checklist for every Deal in the Pipeline
We all use checklists, right? For every different deal once you click on it on the "DEALS" section and go to its own section, it would be great to have the possibility to add a checklist for the pending actions/items to which we need to follow up for that particular opportunity. On the "Details" section we can now add…
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Merged: What is the best solution for connecting a person to more than one organization?
This discussion has been merged.
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Import : Bring Your Own Geocode Data Option
Significant problems exist importing data since addresses are always automatically checked agains google geocode data for validation. This feature is great when entering records manually. But during import can cause some major problems. I have a spreadsheet of organization records fully filled out with proper addresses.…
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Please include a drop-down list option on the Web Form for use with countries and/or product lists.
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Search functionality for finding workflow automations
New Feature Request: I have a lot of automations setup. There has to be a search field to quickly find the relevant one that i'm looking to edit. it is very problematic to scroll through them all and try to find the right now.
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Let user choose which type of address to synchronize with Office365 contacts (Business or Home)
When synchronizing contacts with Office365, Pipedrive uses the "Home" Address in Microsoft Outlook field by default to populate the contact in Pipedrive. However for a professional use in B2B, one would enter the contact address as the "Business" one and sometimes we may also have his home address (that we don't want to…
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Send direct message via teams integration
Hi, I have created a workflow using the templete (MS Teams) for "Every time a deal is moved to a new stage, create an activity and send an email" I have one final step in this workflow which is the "Send direct message" via teams. For some reason its sending the message directly to me (creator of the workflow) and not the…
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Who here Needs a Gantt chart for their Projects with in deals? A way for each project to have its ow
Who here Needs a Gantt chart for their Projects with in deals? A way for each project to have its own Gantt chart but then also all projects in the deals could flow to a the MAIN Gantt chart which could be in the Calendar area and you could get a quick overview of all deals slash projects timeframes and what's overlapping…
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Full Month Calendar View for Project Module
Can you please add the full-month view to the project module? This way, the project manager can see the whole month and plan projects accordingly.
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Organize Deal Fields in the Deal Details View
Hello, We are really struggling with the user-friendlyness and visual of Deal Details, which we use constantly with several deal types and dozens of deal fields. We would really need to be able to hide some deal fields from certain Pipelines, even when those fields have values, and we would also love to be able to regroup…
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Hide deal fields from the "Add new deal" window
Hello, we would really like to be able to hide the default deal fields from the "add new deal" window since there are several that we don't use like Organization, Probability, Labels and expected conclusion date. We would also really like to be able to hide the deal fields that are "Obligatory only when marking a deal as…
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Exporting all stage change dates
It would be a big improvement to be able to export all of the stage change dates for a deal, and not just the last stage change date. I would like to be able to calculate the times between specific stages and currently there is no way to do this. This is for open deals as well as for won/closed. Deal NAme - Stage Name -…
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Delete events from Pipedrive without altering them in calendar
I`ve faced this issue when realised I made my first integration of Pipedrive with Google Calendar with the wrong calendar - all internal events, such as team sync ups and even luches were in Pipedrive activities and those have nothing to do with sales activities. I tried to delete those events from Pipedrive manually, but…
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Shortcut to list view your pipestage
To quickly view deals at a particular stage of my pipeline in list view, instead of manually going to list view, applying my 'pipeview' filter and adjusting to say 'And stage is X' - allow user to jump straight to list view by clicking in the pipe stage title
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Why is there no URL/website field type?
Why is there no URL/website field type? And why is there no default website field for organizations? Am I missing something?
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Filter/report deals with product and follower
As a user, I find many features very useful for our business, just a few improvements will help us even more. we would love to have a product filter of products with deals. like we would like to filter deals by each product, so we could send out updates, releases to that certain customer using our specific product and so…
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Import option to merge just organization, just people, or both
Currently the only two options are to merge records or not merge records during import which applied to both organization and people records combined. Suggestion is to allow for choosing to merge just organization, just people, or both.
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Tax Exclusive for Products
Hello, I am loving pipedrive. the ease of use and flexibility on doc creation is superb. However, one downside which is very crucial is having a tax exclusive option when entering product prices. Now I am using the "no tax" option and then calculate tax manually. This is very painful. While I am doing this, to be honest, I…
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Google Forms!
Hi Pipedrivers We'd like to suggest Pipedrive to integrate with Google Forms. This will give primary Pipedrive users (mainly the sales team) an ability to have visual control on site surveys. Of course there are many application in the market such as iAuditor or other solutions, however Google Form integration will make…
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ctrl+enter will send the comment
Like with any other messaging tool - just send the comment with a keyboard shortcut.
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Details Pane Subsections
Allow for custom details fields to be placed into custom subsections of the details pane. We offer a few different types of services that have different data tracking needs related to the site that would most logically be kept in the organization details section using custom details fields. 1. Window cleaning 2. Snow & Ice…
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Task to confirm appointment
When a certain activity is created (appointment for example), use automation to create a task 1 hour before the appointment time for example to remind the sales rep to confirm with the appointment if he/she is coming...
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Custom Details Fields
Create the ability for custom deal details fields to be viewable only by admin users.
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Projects on The App
I don’t consider this so much a new idea- rather a logical progression- I have started using Projects in Pipedrive and really like it and would like for them to sink with the app as i use the app and desktop interchangeably. Anyone out there also facing the same challenge?🙏🏻 It’s rather a disappointment & downside to…
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Subscription Plans per user
Hi, We have different levels of users requiring different levels of access / functionality within the system. Does Pipedrive plan to enhance their subscription model, to allow for price plans to be set on a user level, rather than system level. For example most users in our organisation are fine on the Essential Plan,…
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Ability to hide fields from details view
There are some fields we use to work out attribution. For instance, name of the campaign referring a customer, name of the source, etc. These details don't matter much to the sales team, but without the option to hide them from the Details view, it is one more annoying thing to look at (think really long numbers when you…
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New App suggestion; activity snooze
It would be great to use snooze buttons on the app alhough there is a prompt once you click that the task has been complete in the activity section, it can be time consuming when selecting times and dates A great feature I think would be to use a swipe to automatically snooze with a prompt suggesting different times…
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No recurring tasks
How can Pipedrive not have recurring activities? Such a simple and important feature for a CRM. I was a part of the recurring activities Beta and was using it and now the feature was taken away.
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Multiple Team Members on Project Task
I'd like to request the feature to add multiple team members to a project task. We do a lot of collaborations within our departments. I'd like to assign them all to one task so it's on their radar at the same time, instead of adding one task per person.
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Project Insights
We are looking to have the same insights available for projects as there is for deals. There does not seem to be any data reports for projects.