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Filter relative time greater values
Currently the relative dates on filters only go back 6 months ago, would like to be able to select 12, 18, and 24 months ago to handle automations for contract expirations. Please consider adding longer relative dates to the drop down.
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Add additonal owners to a dashboard
Sometimes the head of sales creates a dashboard with a lot of reports for his sales team. And he shares it with the team. But if he leaves the company and his is deactivated as user, the dashboard is not accessible anymore. So in a perfect world you could add an additional owner to a dashboard (and all used reports).…
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Pipedrive not working in Safari
Lately I've been having issues when using Pipedrive in Safari. Sometimes person or deal data doesn't load. Or notes and activities on the deal timeline don't load. So I have to reload the page or in some cases, clear my cache. When I bring this up with Pipedrive support they recommend using Chrome. But I would expect…
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Email Tracking: Who opened it?
Would to be able to track who opened email not just when/if it was opened. Either a general tracking option of "track recipient" or show who opened it. Meaning if I go to a email with in a deal and the eye is blue and I click on it to show the times opened also include who opened it at that time the recipient, myself or…
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Convertkit integration
Hi does anyone use Convertkit and PD? Thanks!
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Changelog changes report
Pipedrive is a tool for sales people to keep track of their deals, but also a tool for management to know what is going on. I have the need for a report of what deals had the closing date pushed out of the quarter without having to go to each and open the Changelog and look for a close date change, this is very time…
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Reporting on Payment Schedule
Dear PD, As a sales manager, I would like to see a further developed 'Revenue' / 'Payment Schedule', plus reporting. Suggestion for Payment schedule: * Copy the Total amount from the Deal Value (instead of manually filling it in) * Give the option to add % of the total amount per milestone (instead of now manually adding…
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Some features that would be nice...
Im coming from HubSpot which seems to have limitless posibilities (the more you pay of course), but in context of that, I have some feature requests I wanted to get off my chest... I just got Pipedrive for my company and am running into some limitaitons: * Automations - smart docs triggers and actions * Smart Docs -…
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Recurring revenue on products!
If you are running a business with a recurring revenue model, such as SaaS, it would be good if you could add recurring revenue to products. As you create your new deal and select the appropriate product/s, that would then dictate the recurring revenue as well. It should be possible to then make changes on the deal if a…
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Scheduler is a powerful tool. The invitation goes to my client with the Pipedrive Green colors and t
Scheduler is a powerful tool. The invitation goes to my client with the Pipedrive Green colors and the Pipedrive logo. I would prefer the option to use the theme my LeadBooster uses. Ideally, my company's logo would be there too, not the Pipedrive logo. The client might delete the item because they don't recognize the…
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Logical conditions for mail templates
It would be very nice to have the possibility of logical conditions in mail templates. Something like Hello {{if person2 is not Empty; person1 + " and " + person2; person1}} So different conditions like: * if else // and or * switch * loops * string manipulation * ... MVP would be "if else". Thanks :)
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Utilizing another Pipe after a Deal is "Won"
Ok so there are a few posts about this issue, that when a deal is WON although you can bring it up and submit information to it. It canNOT be placed in a working pipe. Say Customer Onbaording. You can create a copy and ReOpen it but then the "Copy" has none of the history of the original deal. I am trying to find a way to…
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Workflow Automation Limits the Number of Emails we can Send
Just spoke with someone from PD´s team after we realized that a lot of our automated emails weren’t triggering. The explanation is that there is a rate limit set up now which prevents using the workflow automation to send multiple emails. We’d send from 20-100 at a time when moving deals down the pipeline. In the end, we’d…
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Table support in email
It would be helpful and much appreciated if eventually Pipedrive users would be able to create tables within the body of their emails. Even being able to retain the table format when copy and pasting from Word or Excel would be great!
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Outlook Plug-In
I don't understand this and I know it has been discussed before a few times but most/all comparable CRMs as Freshworks, Zoho, Sugar CRM, Hubspot, etc. have a plug-ins to Outlook and so many companies work with Outlook (and need to work with Outlook sometimes). We worked with Freshsales/Freshworks for quite a while and this…
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Mass convert from leads inbox to a deal pipeline?
A while back I moved a bunch of deal (just people) to the leads inbox. I'd like to mass convert them back from leads inbox to deal. Is there a way to do this? You may be wondering why? Well, I had some automation setup for email drops and while these were not hot leads, at least I was tapping them on occasion…
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Identify and hide duplicate emails in deals
I've recently noticed that there are instances where the same email is being duplicated several times in a single deal. This is either due to different team members linking the same email, or my own account tagging the deal in multiple ways (i.e. via smart bcc, email sync etc.). Is it not possible to identify where these…
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Deals of related organizations
Is there a way to see deal activity of daughter organisations aggregated with the parent and other daughters?
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How to Change Pipedrive Meeting Titles
Hi there! I have noticed Pipedrive Scheduler Meetings always start with "Clients name/Company name - meeting name." Is there a way to change/customize this so that the client's name is not shown in the title?
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Double Emails Sent to Clients?
I have noticed that when someone books a meeting through Pipedrive Scheduler, they receive two emails. The first is a confirmation from Pipedrive scheduler, followed by the calendar invitation which has already been pre-accepted. This seems extremely repetitive for trying to appeal to prospective clients. Is there a way to…
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using Google inbox to click to PD
wouldn't it be awesome to open your gmail reminder from PD and then enter the PD app for further actions within PD? Right now it is a hassle to leave Gmail to review the content contained in PD for that event.
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Change back keyboards shortcuts for Mail and Activities
Recently Pipedrive introduced Projects and Campaigns. As a new paid add-on, I imagine the team is making a great effort to give them visibility. Everything's fine until here. But in a tricky way, keyboard shortcuts were silently changed, misleading us to screens we did not intend to go to. Before Projects and Campaign were…
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PD CRM add-on in Gmail
When will the PD CRM add-on in gmail allow an email to be linked to an existing deal? The extension didn't do it (now not supported) and now the Add-on does not. Very frustrating.
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Workflow automation "Trigger/Send Webhook" action
I would love to be able to trigger a webhook after certain criteria are met within workflow automation. (ActiveCampaign and Hubspot can do this 😉) This would instantly make the native workflow automation 10x more powerful to fill in the gaps that are missing with external API workflows. This would allow specific deal or…
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Requested feature
I would be very interested in having the ability to have a custom field that's has a value that is calculated from other custom fields. The value of a deal to me is dependent on a few other amounts that I am tracking. Currently, I need to use a calculator to find out the value of the deal. The ability to use simple math on…
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Link assignment of Org, Person and Deal
Use case: when re-assigning an organization from one rep to another, we have to * Change the assignment at the Oganization level * Change the assignment at the Contact level - for EVERY CONTACT INDIVIDUALLY * Change the assignment at the Deal level - - for EVERY DEAL INDIVIDUALLY Missing any of these leads to great…
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Feature request - for single and multi select fields
See where it says "no matches found" it would be super convenient to add some functionality that enables us to "add new selection" without having to go deep into the preferences and settings. This is also one of many little features that most of your software competitors have had for a long time. I wish there would be more…
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Change Currency in different stages of a pipeline
We want to have in each stage a different sum-currency (shown in the sum, directly under the name of the stage). Because in the first 5 stages of our pipeline the leads are qualified with another currency, than in the last 2 stages. We set the currencies in our account but unfortunately we can't change the currency in the…
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Activity view from notification area
the default view of activities from its dedicated menu is really great since it has all the tabs for activity, organization, person, and deal. But if we click on the same from the notification area, it only shows the activity and it's not quite easy to check the deal/person/organization attached to it. Showing all the…
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Total Deal $ Amount Filter!
Hello! Currently, it's impossible to view the total $$$ amount with any given client in a filter view. There's some ability to view the total won deals dollar amount when looking at the Deals page, but nothing yet that allows a user to view the total dollar amount when looking at Organizations. It would be very useful to…