We're trying to use insights to report on projects within our account management team. It sounds like this is a current limitation. Has the team considered rolling out insights for projects? Thanks
In our business, we invoice on a monthly basis with no set end date, so the value of our deals in pipedrive is the monthly cost for that customer. To get a better insight in the MRR, in all closed won deals, the subscription is also added, with a payment date set as well. Because it might happen that the contract is signed…
I use Mailchimp today for my marketing emails. One important part is when I write new blog posts on my website to deliver them weekly in a RSS feeds campaign. That means that the RSS feed detect new article posted on the website and the use Mailchimp RSS feeds campaigns. The Pipedrive Campaigns looks great but as long as…
It is good to have a list of leads, but having to jump to another page to send an email is not very convenient. Could we be able to send emails via the leads inbox in future?
Hi Pipedrive team! The 'Lead/deal add view' field attribute needs to be separated into two attributes of: 'Lead add view' and 'Deal add view' Why? Because for a lead we only need 6 or so segmentation and qualifying questions asked, whereas for a deal we want to know about 30 pieces of information. Requiring those 30 fields…
Hi team I currently have my `default email sharing` configured to private, and then manually change any email linked to a lead or deal to `share within your company` Can you please add the ability to automate this? Therefore if an email is linked to deal or lead, make shared automatically. Cheers Sam
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.
In macOS Sonoma, Apple introduced a 'Add to Dock' feature for Safari. This enables users to add web applications to the dock. Very useful for Pipedrive users. Currently, the web icon isn't optimised for adding Pipedrive to the dock. Can the icon be updated for this?
Hello, I understand that it's a longshot, but I would like to request the following feature. This would personally save me several hours per month, and I am almost certain that others would also benefit. Feature: Automated Sales Document Creation Customers are often engaged in activities that have an educational purpose.…
Hi Pipe Drive, I think your CRM is a very nice product and one of the easiest CRM I've found to use, but currently, I believe you are missing a pretty big mark for some businesses here - The idea of having an all-in-one effortlessly. Currently, I'm using Square for payments, contracts and appointments. Predominately,…
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