Feedback on a Hackathon Idea (If it wins, we can build it in PD) 💡❗

Ambar
Ambar Posts: 7 VERIFIED MEMBER
First Comment
edited September 2024 in What's New #1

Hi, I am Ambar, Product Manager at Pipedrive.

 

We are working on a cool idea for Hackathon in Pipedrive. Our idea is called client portal. Basically, salespeople or account managers can share files, notes, documents or invoices with their client. And clients can create an account in PD and see all the communication. 

 

Clients can also leave a note, upload documents or schedule a call with a salesperson. A place for salesperson and clients to collaborate. Any feedback, ideas and suggestions are welcome. 

 

❗You can comment here with your ideas or can schedule a video call with me until November 6 using this Scheduler link. 

 

 Thank you so much in advance!

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Comments

  • Ambar
    Ambar Posts: 7 VERIFIED MEMBER
    First Comment
    edited November 2020 #2

    Hi @Simó Magor, 

    We are working on this idea for a hackathon and discovered your post. I guess what you suggested is similar to this.

  • Christian Ayala
    Christian Ayala Member Posts: 59 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited November 2020 #3

    We have something like this with our loan fulfillment software.  If you do this, it must be branded to the user, not PD.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,623 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers
    edited February 2021 #4

    This sounds a lot like Basecamp?

  • Otto de Graaf
    Otto de Graaf Member Posts: 6 VERIFIED MEMBER
    Second Anniversary Photogenic First Comment
    edited February 2021 #5

    For me, having some of the existing features deepened would be better than having this as full-fledged new functionality. As an example, make Scheduler more customizable has more value than an entire customer portal, for which we also use our helpdesk software or sharepoint

  • Joseph Valenti
    Joseph Valenti Member Posts: 72 VERIFIED MEMBER
    Fifth Anniversary 10 Comments 5 Likes Name Dropper
    edited February 2021 #6

    Hi @Ambar Raj   (@Ambar )

    This is an interesting function (and we already provide to our SaaS customers). 
    We have a bi-directional webhook integration between BrokrBindr and Pipedrive. It would be -really- great if your portal documents could be shuttled back and forth from Pipedrive to other applications via webhooks.
    Is that on your roadmap? What is the status of your project in early December 2020?

    Thank you.
    Joseph Valenti
    Pipedrive Partner/reseller
    BrokrBindr.com

  • Ricky Munday
    Ricky Munday Member Posts: 4 VERIFIED MEMBER
    First Comment
    edited February 2022 #7

    This would be an awesome feature @Ambar - we're a tour operator & we're looking at other providers for this reason. Did you make any progres on this?

  • Ambar
    Ambar Posts: 7 VERIFIED MEMBER
    First Comment
    edited January 2021 #8
    Ricky Munday said:

    This would be an awesome feature @Ambar - we're a tour operator & we're looking at other providers for this reason. Did you make any progres on this?

    Hi Ricky, We have it in our backlogs but no concrete plans as of now. 

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