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Merged: Different "Details" information according to pipeline
This discussion has been merged.
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Pipedrive Caller: Feedback on usage, Insights, Reporting
The support staff in the team are calling customers on behalf of the deal owners using Pipedrive Caller. The call log says who called the customer, but the activity is still assigned to the person who the outstanding was assigned to. There is no option to edit this call log and assign it to the person who made the call,…
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LinkedIn integration or interface
Hi, are there any plans to have an interface/ integration between LinkedIN / Linked In Sales Navigator and Pipedrive? This really is missing.
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LinkedIn feed into the PipeDrive Leads Inbox
Hi all, We are using LinkedIn integration. The problem is that now all visitors to our web site will be automatically turned to new deal (unless existing organization). Unfortunately most of these deals are junk. We have tried to adjust filters at LinkedIn side, but we cannot put them too tight. The best solution would be…
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HTML video in Campaigns
We would really like to be able to embed HTML video as we use a video sales tool called Hippo video. For Hippo video to work it must be via its own platform and not just uploaded as a you tube as we can do things like personalise the video for the recipient, track views and link follows etc. What I don't understand is…
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Revenue - to be able to create multiple subscriptions per Deal
We are in SaaS and we use Pipedrive to track our conversation with clients. We have been tracking monthly reoccurring revenue with Google Sheets and would want to track Revenue from each Deal. When Pipedrive introduced the new feature of Revenue we were thrilled but quickly found out it does not suit us. The thing is: one…
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Contacts Timeline
It would be a great feature in the "Contacts" app under "Contacts Timeline" if you could see future activities as well. Currently you can only see activities up until Today and look back 1, 3, 6, or 12 months. I would also like to look ahead 3 to 6 months so I can see what future activities I have planned to see if there…
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2FA Access for Implementation via Consultants
2FA provides a great sense of security for customers on Pipedrive. But as a consultant who regularly implements and accesses accounts, this can be a barrier for me to do my work. A common example is when I am testing my configuration in the evening when users are not working and dont expect to have to send emails to me…
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Pipedrive & Tilda
Would be great if we could get a direct integration between Pipedrive and the website builder Tilda to capture leads
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Colors for activity types
It would be cool to be able to dedicate colors to the different types of activities, to get an even better overview i calendar view.
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Activities View
For an even better overview on activities, it would be nice to have both calendar and list view in one.
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Would you consider adding the capability of tying more than one organization to a deal?
For example, sometimes there are both partners and clients associated with the same deal.
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Add Notes for Workflow Automation
Would be great to be able to create new notes via the workflow automation :)
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Select all subfolders in email sync
My email folders structure is pretty neat, it would be nice to be able to choose all the items (subfolders) under a folder at once rather than having to choose them individually.
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Reoccurring Deals
I would suggest to be able to track reoccurring deals in the insight section, so we can see how many times a certain organization is using our company to complete deals. I know there is a filter we can use in the Contact view, but I think it would be easier if you just did it with each organization rather than contact,…
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RE Email Sync - 'Add another account' button
On this page you have the button 'Add another account' (top right in green) but unfortunately this only allows the replacement of the existing email account with a new one. I find this to be very misleading. Surely it should therefore read 'Change current account'. Or (which is my hope) you are planning ahead and will…
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Expected close date
Is there a way of an alert/reminder being sent to deal followers on the expected close date for an open deal?
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company's phone number - Also on contact card person
The company's phone number - Why is it not visible when you have selected contact card person? Suggests that you see the company's phone number in the same context as you see the individual's different phone numbers.
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Web Address - Why just one?
I want, just like when it comes to registering the contact person's phone numbers, to be able to post several.
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Using payment plan fields to automate installment plans on contracts by DocuSign
Is there any possibility to use the payment plan feature in the revenue section of the deals for more than just the reports? I would love to use it to create the dynamic installment plan just by using the payment plan table as a field as such. Is there any other solution for that?
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Performance period in the deal at product level
We often sell large packages with many different products at our company, which sometimes have different performance periods. Unfortunately, we can only specify performance periods at the deal level, but not at the product level. Therefore, we would like to be able to add product level fields to deals as well and change…
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Mail
One of my only gripes has been threaded email and the way it's presented in Pipedrive. Came across this app that presents email the same way messages/texts are presented in an app and think to myself if Pipedrive did something similar it would be totally awesome. https://www.spikenow.com
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Need for an internal Chat for the company as part of Pipedrive basic features !
Hello there ! I hope you are taking care of your health ! I wish sometimes in the near future you will develop an internal Chat in Pipedrive so employees can communicate between them about the deals. That would be fantastic. Imagine being able inside a deal that is followed by several people of the company to post a…
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AI Artificial Intelligence that helps the user know what to do next.
There are AI companies in the world building their software that watches all the input including listening to phone calls that will in turn post notes to contacts and automatically set up meetings after a prompt and suggest next steps to the user / sales person. contact me if you want to know more:…
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Multiple Contacts
It's gonna be great and awesome if we had the possibility to link more than 1 contact to a deal. For a SDR's department it's really essential. In our day to day job we have to reach out several people in one organisation to trigger a conversation :-)
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Changed buttons colors.
Is it only me so annoyed of this green button color flip? It used to be light green and when you move the cursor on it, it becomes dark, just like it works here in the community. In the CRM now they are all dark all the time. It feels like they are all pressed. And makes me anxious :D
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Problem with notes not saved
I sometimes forget to save notes upon leaving a contact's page. I have requested that Pipedrive develop a default whereby they are saved automatically. Does anyone have a workaround that will help out this forgetful person? Many thanks in advance for any suggestions you may have, Marjorie Saulson #Asking for Advice,…
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API: Allow automatic payment schedule changes
Issue: Currently, Payment Schedule can only be changed manually. For long periods it's easier to delete it and generate a new one. This however creates an issue with exported data - ids of payments are changed and old data needs to be removed and new downloaded. First of all it would be great to add possibility to change…
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Workflow Automation Trigger: When date expires
The idea is that some fields like start date or payment schedule can expire before a deal is won. These are used for estimations, but once the date passes they need to be manually updated. Ideally, a trigger that would monitor date in a specific field could fire when the date is expired and deal details can be updated then.
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Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.