Multiple organizations tied to the same person
Comments
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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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We have a critical need for the ability to add one contact to multiple organisations and deals. Up to half of our business depends on these shared relationships. During the trial period, it appeared that this functionality was working as expected. However, in the live environment, it seems that each organisation added supersedes the previous relationship. I'm uncertain if this is due to ongoing development work or if there's something I might be overlooking. Could you please provide clarification on the current status and any potential solutions?
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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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Could we please get an update from PipeDrive regarding adding this functionality? Is it on the roadmap, being considered, or not being considered at all? It was mentioned that you can "link" Related Organizations. However, the organizations aren't always related to each other. For example, we work with many HR/Payroll consultants who work with multiple unrelated businesses. We can create Org profiles for all of their clients (which is necessary to keep their projects separated) but have absolutely no way to link that person to all of their clients… so we end up with dozens of Orgs with no contact person. It's a functionality that other platforms offer, so it is possible to do.
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This would be a huge help. A lot of my contacts work for more than one organization. Also, people who are contacts but also involved in charity work
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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.1 -
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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We have been evaluating Pipedrive as our business' backend and while we like it overall, the above limitation was shocking. For our use case, our Contacts can be part of many different 'Organizations', since they are contract workers and are constantly circulating between one or more contracting organizations. So we do want to be able to track this in Pipedrive and have the correct associations between a Project, Deal, etc. and a specific Organization, which would then capture the appropriate group of contractors.
We can't use the Organizations aspect of Pipedrive properly for our cases without this functionality.
Also, is this the main ticket for upvoting this request? I'm surprised it's only been upvoted 7 times atm.
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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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In respect to Posting Ideas Pipe Drive needs to do a better job of grouping requests and getting votes. This idea was p0sted YEARS AGo and I noticed HUNDREDS of people in agreement and requesting same. I am one that agrees wholeheartedly that Pipedrive should be designed to allow for 1 person to be in Numerous Organizations not just one. It could be they have more than 1 job or it could be they belong to other organizations. This is really something that has a much higher priority to be done than many others, but due to the way ideas are posted each person posts something similar and gets only a few votes instead of being added to what would be a long Thread with MANY Votes showing.
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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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Please add this feature. A solution by creating duplicate contacts and adding special characters to their name or extra fields cannot be in the sense of a clean CRM. We are concerned with two points, consultants who are active in several companies and also contacts who have changed companies, but the communication and information in the respective contact should be retained.
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The first question I ask when people want a reference for Pipedrive is, "Do you need the ability to link a Person to multiple Organizations? If the answer is yes, Hubspot is probably a better solution for you." As a result, I would say it is about 60/40 in favor of Hubspot.
We love Pipedrive and have found a workaround that works for us, but it isn't great. This has to be a big change to the data model, but it is moving beyond "feature" to "core requirement" for CRM these days.
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It's truly Remarkable that this was not designed from day one to allow contacts to be linked to more than 1 organization. Not only do contacts have different jobs but they can belong to different organizations such as clubs, Volunteer groups, etc. Every workaround I try is cumbersome. I have seen this Thread since 2022 and requested this feature since I started to use Pipe drive in 2023. Whats dumbfounding to me is I believe I read a response from Pipedrive asking why they would need this feature? are you kidding me?? This is simple database 101 issue here with relationship of 1 to many. Can't understand why Pipedrive continues to ignore this as a Priority fix. If it is not fixed soon I will definitely be terminating my use of this CRM , because I know others that have this ability .
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The most concerning part about this entire thread is that the PD team seems to be almost completely ignoring it.
They keep releasing and promoting “fancy” features that have little to no use for us (or are too basic to actually use) and ask us to pay more, but mostly ignoring optimization of the core product.
FOCUS ON THE CORE PRODUCT. It is very, very good in so many ways, but this obvious oversight (and a few other gripes) really bring the overall experience down.2
