An AI-based auto-tagging feature could transform email management in Pipedrive. Users should be able to define specific tags that are automatically applied based on: The content of the email (e.g., keywords or topics). 2. The sender’s email address or specific domains. 3. Custom criteria fields to allow flexible tagging…
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
Currently when I do a bulk email, I can't cc my sales rep on the email, how can we make that possible? How can the support team help me get this feature I need? Pipedrive has built a great system with many complex features, this request is a small ask and something that can be easily done, please go back to your support…
Let me view all deals in a global view on mobile, no need to jump between pipelines
We often come across a contact or Deal that has hundreds if not thousands of emails showing (since we have Users have their emails Shared by default— something we will be clawing back soon). In order for the system to better show Users which emails are Linked, and therefore visible by everyone, we think there should be a…
When you send emails to prospects and clients you often want to CC a Pipedrive colleague. When you start typing emails addresses you just get suggestions from Conctact/Persons but NOT PD users, you have to type the whole email address manually. Suggestion: include PD users in the list for email suggestion addresses when…
Hi Pipedrive Community, I’ve encountered an issue with the MRR calculation that I’d like to bring to your attention. Here's the situation: I added two products to my deal—a 3-month Proof of Concept (PoC) period and a subsequent 9-month period. Each product is priced at €447 per month, and I configured them as recurring…
It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.…
The option to update/unlink "LINK TO A DEAL OR LEAD" within the lead/deal/project module, not just in the Sales Inbox. This is an issue for businesses that have multiple deals open against single individuals or organisations at a time, causing the wrong emails to be linked to deals.
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
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