Hello, the "Next activity" column in the Leads Inbox (/leads/inbox) shows only the month and the day of the month, but not the year. I have many leads with activities planned for 2025, 2026, but they all show up there without the year, so sorting by this column doesn't really give me the expected results and the…
The new documents feature in Deals is really great. Please make it also available in Organizations and Contacts and I am more than willing to pay for it.
We need a better way to track email opens through Pipedrive. We need a good Pipedrive chrome extension like they have on Hubspot. It would make it so much easier to send trackable emails. And the Pipedrive mobile app should send notifications when the email is opened as well.
Web Forms is awesome! And we are rolling it out to more teams for different functions. But I have two improvements that it needs: The ability to grant someone access to edit Web Forms without having to make them an admin. Basically, how can this be added to the list of functions that can be toggled on/off in our…
Would love to have the ability to see Lost Reason Comments alongside the Lost Reason. Lost Reason becomes a detail field in the deal record when a deal is marked as lost, but the comments become a note. It would be great to see them side-by-side for the purpose of reporting/insights. As of now, there's no way to see the…
For a variety of reasons emails seem to not get linked to deals (one example: salesman had already emailed the customer before creating the deal). Feature suggestion: Have the ability from the deal page to "search for emails" (Ideally search through all of the deal owner's emails or at least search through his emails to…
Currently using quickbooks but would be willing to change accounting software if integrations are not the best with this software. Looking for an accounting software that Pipedrive can feed all contact (for 'won' deals that end in an invoice) & sales information (invoices) through too. It would be useful if the accounting…
We really need to know where the contacts came from. In other words, what form did this person fill out. I don't care if you guys want to put that data in the web form section by the submission and conversions or the insights section but we need it and I'm sure many others could use it too.
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
Set a trigger for 1 hour/day/week/month prior to an activity. For instance, when my mechanic needs all the information about one of my clients before performing an installation, I'd like to remind both him and the client by sending an email one day ahead of the appointment, containing all the necessary information. I aim…
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