Multiple organizations tied to the same person
Comments
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Hi, everyone, thank you for your continuous feedback on this matter! Please keep it coming, as it is important for our product team to prioritize it accurately against other changes and improvements that are planned for this year.
For added clarity to all of our community members, while this ask seems simple on paper, it would involve a significant change to how all user data is managed. With that in mind, we are carefully looking to understand your reasons for asking to link multiple organizations to one contact.
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So what do you need for us to provide so it can be prioritised?
Is what everyone has listed enough or do you need other information? I know that seeing my clients in their networking groups is really important and Hubspot does that already as does Freshdesk. I am using Hubspot for that because it is easier to use and by syncing emails it updates the cards in Pipedrive. I shouldn't need to do that but it is a workaround that is necessary now because of the multiple organisations, people are connected to.
Let us know what else needs to be provided so it can be prioritised please.
thanks
Purnima
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We have relationships with consultants that work for different customer and prospects of us. So I need to attache those consultants to their own company and the companies they are working for. Sometimes they are working as a consultant for many months at the location of our customer. Besides the emailaddress these consultants have from their own company, they also have an emailaddress from the company they are working for. Therefore we sometimes need to mail them to their own emailaddress and sometimes to their emailaddress at the company they do consulting for. We send email campaigns from pipedrive to customers or to prospects or to consultancy companies. Because a consultant can only be attached to one company they never get the right email on the right emailaddress.
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I REALLY hope you can make this happen Pipedrive.
For our growing business it's imperative that our CRM system allows us to tie multiple organisations to the same contact. And inversely, it's important that the same contact can be the lead "Person" at multiple "Organisations".
eg. Person X is the owner of 4 companies that we will be working with...but every time I add him as a person to the next company he gets kicked off the other one. This just won't work for many reasons. Mainly, accurate data entry. I currently cannot add the CEO to multiple companies we work with as they are already tied to another organisation, so Pipedrive is actually preventing me from accurate record-keeping. The very thing we were told you could help us with.
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Absolutely! Having a true relational database with the power and grace of Pipedrive would be worlds better. Every year, I think about leaving Pipedrive, but for the thought of this changing...
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We need to track relationships of consultants at our customers. One consultant works with many of our customers (organizations). In our case, these are specialists that work at many schools. A very common scenario.
I appreciate you'd be going from 1-to-many to many-to-many. There will be quite a lot of technical and UX considerations, but it's hardly an uncommon scenario to deal with, and very achievable.
Ask yourselves - in the real world, does this sort of many-to-many relationship between individuals and organizations happen a lot? Of course it does, it's incredibly common.
I think you need to bite this bullet otherwise you are severely limiting your market, particularly in businesses of any complexity at all, and probably the ones with more money to spend with you.
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I don't think there is a need to try and justify this functionality. People in the real world are often associated with multiple organizations. Many other platforms seem to have this figured out.
There seems to be a lot of focus on marketable, flashy "features" that we have no use for and just get in the way. Meanwhile, there is a lack of focus on making the core product (and mobile app), exceedingly functional.
You guys have a good product, so please try and focus on making the core product more functional and reliable before adding "fluff" features.
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It's nice to see experienced CRM users and true enthusiasts coming together in this thread. Hopefully Pipedrive will listen to us. If not, in time it will lose its heart.
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I can not even believe having multiple orgs for a person was not one of the most basic features when Pipedrive launched.
Do you have any idea how many executives are linked to multiple companies? How is it possible to operate this way?
PLEASE FIX THIS ASAP!
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Yes I want this feature. Often my leads are connected to two orgs
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We have been waiting for this feature for years.
It is quite common for one person to be the managing director of several companies at the same time. Our contacts are business owners and of course they often own more than one company.
Didn't the Pipedrive developers think of that?
What target group is the software actually being developed for? Not much for real business, it seems.0 -
Wouldn't it be great to track one person who owns multiple companies in Pipedrive? Right now there is a workaround but it isn't great. It will create confusion as my company grows. Plus, it is much harder to track which person grants me the most work so I can reward that person for being so loyal.
Who else would love the feature of tracking one person that is connected to multiple companies?
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Hi @KShaw thanks for your feedback! This is a feature request so I will move it to the feedback category so other users can upvote your idea as well as comment on it.
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Thanks Manuel Oliveira!
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+1 to add this. Our main Contacts are contractors who constantly move in and out of Organizations, and are often associated with 2+ Organizations at a time. It makes it difficult to take advantage of Organizations at all since we cannot properly capture or model the relationships between Contacts and Organizations correctly.
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Hi
Am trying to get more traction on this please. As per the note above. I can see that Monday.com now do this.
I have someone that is choosing between pipedrive and monday.com and despite the additional functionality with Pipedrive at the same price point, they are going to Monday.com for now because of this feature. It gives us the ability to look at an account with multiple views easily and it would be good to know when this is going to be considered.
Thanks
Purnima
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Hi @Purnima thank you for the feedback, which has been passed on to our developers. This is not planned for 2024, but all the members’ votes and feedback are important, making this request more likely to be added to a future roadmap.
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This would also be very useful with investors and boardmembers who are connected to multiple companies. Pipedrive needs to be able to document these relationships for the sales to be successful. The problem is consistent with a product like Surfe - where in LinkedIn, you can only select one company(engagement) for Pipedrive, even when multiple are suggested
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It is amazing that this feature is not available and you are all correct that PD should have fixed this years ago. I use a lot of SaaS and the models that worked well where when the company fixed the issues the customers wanted in order of their urgency, not what the company wants, but what we want. I had not considered changing platforms but my wife LOVES Hubspot so perhaps we will move to that.
Come on PD, fix this for goodness sakes. We pay you plenty of money to pay developers to get this rolling. Stop the advertising everytime I login and make your product more valuable to me as is or like others I will shift to another CRM.
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