Pipedrive Client Pricing

Rob_29335
Rob_29335 Member Posts: 12 VERIFIED MEMBER
edited June 2022 in Sales CRM #1

Hi,

Is there a way Pipedrive can remember each clients pricing? at present when I get an order in I have to revert back to the deal I last did for them as Pipedrive doesn't save the prices.

Thanks

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  • Andreia Freixo
    Andreia Freixo Posts: 163 VERIFIED MEMBER
    100 Comments Pipedrive Team
    edited February 2022 #2

    Hi Rob,

    Thank you for reaching us!

    Could you explain a bit more about what you mean by clients' pricing? You mean you charge a specific amount to different clients and you would like to have this information on their detail pages? If so, you can create a monetary custom field to store this information and have it present constantly on each client's page.

    Hope it helps!

    Kind regards,
    Andreia

  • Rob_29335
    Rob_29335 Member Posts: 12 VERIFIED MEMBER
    edited October 2021 #3
    Andreia Freixo said:

    Hi Rob,

    Thank you for reaching us!

    Could you explain a bit more about what you mean by clients' pricing? You mean you charge a specific amount to different clients and you would like to have this information on their detail pages? If so, you can create a monetary custom field to store this information and have it present constantly on each client's page.

    Hope it helps!

    Kind regards,
    Andreia

    Hi Andreia,

    Thats correct, depending on who the client is and their annual spend will dictate what each product costs, so for instance.

    5 ltr Luxury Foam soap = £7.50 for client A

    5 ltr Luxury Foam Soap = £6.50 for client B 

    Client B spends double what Client A does.....

    We have over 2000 products in our range and hundreds of clients.

    Thanks

     

    Rob

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