Task/Project Management within Pipedrive
As we close a deal, there are a lot of post sale activities we also have to perform to deliver the product or service.
Instead of using a separate tool such as Asana or Clickup. Can a task or project management capability be built in to Pipedrive?
I understand that to some, the delivery part is done by another team and they can simply use a separate task management tool.
But having the sales and delivery activities managed in one system can make everything so simple and transparent, whether both function are done by the same person or done by different team, they'll have better visibility when you integrate the 2 function.
Hope we can have a built in task/project/delivery management capability within Pipedrive. Thanks.
Comments
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Hello Randall. Pipedrive is in fact working on this feature. Still in very early stages, so do not hold you`re breath just yet. But it is coming.
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Bjørn-Henning Opheim said:
Hello Randall. Pipedrive is in fact working on this feature. Still in very early stages, so do not hold you`re breath just yet. But it is coming.
I cringe at the thought of Pipedrive becoming bloated to the point I need to move on. Whatever is done to accommodate this feature I sure hope it can be turned off if not needed and so we don't have a bunch of confusing buttons that are not relevant to us.
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Bjørn-Henning Opheim said:
Hello Randall. Pipedrive is in fact working on this feature. Still in very early stages, so do not hold you`re breath just yet. But it is coming.
I would think that this will become an optional package to buy for those that need it.
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Hi @Randall Pena sorry but somehow I seemed to totally have missed your post here!
Good news, we're opening a BETA test for Project management within Pipedrive, check it out here: https://community.pipedrive.com/post/limited-spots-sign-up-for-the-closed-beta-of-project-management-616d607ba5e6d1377a09c7cf0 -
Bjørn-Henning Opheim said:
Hello Randall. Pipedrive is in fact working on this feature. Still in very early stages, so do not hold you`re breath just yet. But it is coming.
@Bjørn-Henning Opheim thanks for stepping in here, our BETA is open: https://community.pipedrive.com/post/limited-spots-sign-up-for-the-closed-beta-of-project-management-616d607ba5e6d1377a09c7cf
And indeed @Brad Krause the plan is that it will help those who need it and not bother those who don't 0
