Hi @Evaldas Taroza , please keep from using the What's New? or What's Planned? topics in your posts: they are read-only topics used by Pipedrive to communicate updates to our community members. I have removed that topic, from the post and replaced them with more pertinent topics for you 🙂
To use and synchronize group-mail adresses. In our company we have mail adresses like [email protected] for example. And many people work with this mail. Right now it is not possible to work with mail adresses like this in Pipedrive because only one person can manage it in Pipedrive. Would be a big game changer for us.
Probably not stand-out features for PD but I find a real bottleneck is in the mail PD mail client and the scheduling of activities that are created ad-hoc (and therefore are not suitable for automation by PD).
1. ) We auto-sync across from G-Suite and one feature I would love to see within the PD mail list view is the ability to 'star' ⭐ emails (similar to the way Gmail provides this facility). Even adaptation of the existing tagging function that is available for deals and people. We filter out a lot of 'noise' using the PD address blocking functionality found in user settings, but often through the day, I have my head stuck in mail finding I need to return to individual mail items for action (This despite the fact that they are already matched to deals). Adding a 'starring' function would just be really helpful and make our large inbound mail volume just that much more manageable and more efficient. 2.) We also use PD for our supply chain communications, so while an email is automatically mapped to a supplier org/person, we receive a lot of comms from suppliers that directly relates to our customer deals. ... So we have additional demands on our time in associating mail items to deals 'manually.'
As a lot of this supply-chain email that needs to be manually associated to customer deals always carries a numerical customer deal reference embedded in the subject line of emails, perhaps the ability to match on a user-defined text string in the subject line could be used to 'automatch' mail items that need to be associated to deals. (of course, this has a much broader application than just our specific bucket-list item)
Together these suggestions would dramatically improve our mail handling efficiency. We perform 80+% of our comms in PD at the moment, despite having g-suite Gmail clients open. .. As far as I am concerned the more work we can do within PD the better.
3.) When scheduling followups, I find a real 'slow-down is having to manually schedule activities with no shorthand way of scheduling activities forward. eg; days/weeks/months > +3d, +3w, +3m respectively.
Similar functionality exists within the automation editor but the interface is quite different with selections being standard pulldowns. .. What I'm talking about is the ability to be able to enter +3w directly into the date field and having the calendar auto-schedule 3 weeks forward (by way of example)
In order of priority 🤠 1. ADVANCED LEAD/DEAL ROUTING (some competitor examples 😉 Example 1, Example 2, Example 3).2. Smart Lead/Deal Scoring3. Ability to Completely Remove the Followers feature. This is a broken feature for owner-only workflows...4. More control over custom fields. Detail Sections, by Pipeline, Lock by User Permissions, etc...5. Workflow Automation "Send/Trigger Webhook" Action6. Better admin control of user onboarding and environment setup. (company default Connect email/calendar settings, signature, apps, sidebar options, User Name, User Profile picture)7. Remove UI elements that users don't need or don't have permissions for. Example- Leads, Leadbooster, Products, Invoice, Followers, Workflow Automation.8. Sync contact (person) owner down to all associated deals, same for if a deal owner changes.9. Better native email templates/Automation/Sequences, add Mailigen into Pipedrive natively.10. Better visibility controls.11. Fixed "See other users" permission12. Email Signature API endpoint. To sync gmail signatures
The ability to import multiple prices/currencies for products, as well as the associated costs. Manually having to go into a product to add currency options or to add the cost is time-consuming when you have more than hundreds of products.
Being able to use the 'Call with a calling app' feature straight from the Lead Inbox.
Ability to create more automations for emails based on fields (ie. t-10 months from contract start date, send renewal email).
Hi,as we have returned back to manual sync for emails, it would be very useful to let us assign deal to multiple emails a t once. Actually, we need to select one email , assign to a dela, come bak and repeat: mass update could save many time!
Creo que hay una funcionalidad importante que se os ha pasado. No tenemos forma de controlar las horas en las que están conectados nuestros empleados. Que pudiéramos tener control sobre las horas de trabajo, es fundamental hoy día, ya que el teletrabajo lo tenemos incluido en nuestro día a día.
Creo que es algo que debería actualizarse rápidamente.
Ability to make the 'Attach products' in the deal form mandatory
1. Adding Contacts/Leads from Website easier (Auto-populate)2. Adding imessage/Text integrated with Timeline History3. Contact Hierarchy or Escalation chart under Organization4. Set Default/Preferred/Starred Email and Phone number for each person5. Gantt Chart for Deal/Project6. Editable Excel Spreadsheets in Smart Documents not just Word with table7. Add @person in all notes and activity notes8. Add more formatting options to emails9. Add Insights to the mobile app to match desktop version10. Add Scribble pad/ Whiteboard ability to notes and Activity notes