I'm excited to see the addition of projects and have some questions about how it may apply to my process. I have a general contracting construction company that we've used Pipedrive with great success for.
We currently move our deals through our standard pipeline:
Inbox>Needs Estimate>Needs Scheduling>Active>Needs Invoice.
The new Projects seems to present a great opportunity for us to take our construction projects into greater detail within the Pipedrive system. Specifically, we'd like to be able to use the "convert deal to project" and move the new project through a fully different set of phases.
One intriguing aspect of Projects is the ability to create new with duplicate activities from a template. Digging into this, I have some questions as I create a template:
- Creating activities currently requires that a date be set for the activity. This is cumbersome as I am generating a checklist that certainly has activities that should have dates (ex: install sink), but some are more what would be considered milestones (ex: confirm tile qty). I realize that you're encouraging activities to be date-specific to encourage people to get them done, but for planning out projects, "open" activities would be great.
- As time goes by, I can envision updating a template with additional activities (or perhaps deleting/combining). Is there any way to copy an activity from one project to another? Example, adding a new activity to the template (ex. "install floor protection") and then duplicate the activity to an on-going project. I realize that having a template that auto-updates activities to all current projects would be asking a lot, so if you could duplicate that would be sufficient.
- Given that some files may be generated in the sales phase (our current pipeline) such as emails about type of materials or drawing from an architect, it would be great to be able to transfer some of those documents to the linked project that we generate from the original deal. The only solution I see currently is to download the document to my desktop and then re-upload it to the new project. I wonder if there is a possibility of instead of "win & convert" to "convert" the deal to a project. Or is it possible to move a deal from one pipeline to another, thus allowing you to keep all of the documents and emails associated, but have it moving through our "construction" phases.
- Last question would be about any plans to integrate any sort of Gantt chart visualization into the projects. This would be INCREDIBLY helpful to us in being able to visualize and see critical path for our projects.
Thank you for your time. I'm excited to see if projects would be a good fit for us!
All best, Andy