SIGNUP CLOSED: Sign up for the closed BETA of Project management 🚀

Mike van der Valk
Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
2500 Comments Third Anniversary 25 Likes First Answer
edited July 25 in Project Management #1

EDIT - Signup is closed thank you so much!

Hi Pipedrivers! ❤️

Currently some of you hack the sales pipelines or use a 3rd party tool for after-sales project delivery leading to broken reports, out of sync data and more mess.

With the Project management in Pipedrive we aim to fix those broken workarounds with a native solution. 

Interested? Sign up to our shortlist by filling in this webform and we'll let you know if you're in the BETA before the 5th of November.

Check the video to get a peak of what is live today and check the comments to learn what the future might hold 🥳🚀

 

Project_management_BETA_SparkVideo.mp4

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 25 #2

    Based on interviews with 75+ companies we believe this BETA version will already help many of you. We also recognise many great things are missing and we will continue to improve the functionality the coming months and years.

    Some of the short term things that are already being worked on is:

    • The ability to add files to your project
    • The ability to write notes in projects and have discussions on them with your team
    • Manually rearranging the order of activities in your project plan

    Long term we plan to develop this area based on your feedback, some of the bigger pieces we hear about from you today are (in random order)

    • Grouping of activities based on stages of the project
    • Dependencies
    • Gantt-chart
    • Custom project fields
    • Emails in a project
    • And much more

    Do you like what you are seeing? Do you miss something that you want to see? Then join our BETA test by signing up for the waitlist here.
    Our goal is to build a solution that will help you and your team manage and track your projects and activities after the closing of the deal. 

    P.S. The projects area is planned to become a paid add-on down the line. We’re far from that today and for the coming many months this area will be free of charge. All we can now ask for is you using it and helping us develop it into something that will add a lot of value for you and your company moving forward. 

  • Randall Pena
    Randall Pena Posts: 20
    Second Anniversary 10 Comments Name Dropper Photogenic
    edited October 2021 #3

    Looks promising!! Thanks for this!

  • Hossein Mohsenian_8278
    edited October 2021 #4

    Great job Pipedrive team! 

    You promise and deliver, this is really great! Looking forward to see the BETA version.

    Following are the ones we're looking forward to it as well as part of making Pipedrive the ONLY major platform in our office:

    1. Customer Portal
    2. Inventory (solid integration with other software such as Xero)

    Cheers.

  • Jörgen Sjöstrand_231
    edited October 2021 #5

    Looks really promising. Especially the part with Dependencies. 

  • Murilo de Souza
    Murilo de Souza Posts: 2
    edited February 25 #6

    It's really nice to have the ability for working on projects on Pipedrive!

    An important thing I would like to share is that in our company we follow the post sales process just like the pipeline and so this tool wouldn't work on us for our post sales process.

    We are automatically duplicating the won deals and  moving the duplicated ones to another pipeline called "Post Sales" which has the new stages of the process, that works more like a "trello" board and helps our team to get in track during the manufacturing time and getting the customer updated by automatic mails just like e-commerce’s does when you by something (Deal Received! - In Approval - In Plaining - Manufacturing - Inspection - Good to go - Received).

    After it we can see the time we spent on the whole process (Sales - Manufacturing - Delivering) for which deal and get some charts on our dashboards about those process.

    I hope it can be useful for the development team!

  • Regina Hord
    Regina Hord Posts: 2
    edited February 25 #7

    Would love to try this out!  I currently have onboarding through another pipedrive (when I mark a lead WON, they are created as another "deal" in our membership pipeline). 

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #8

    It's really nice to have the ability for working on projects on Pipedrive!

    An important thing I would like to share is that in our company we follow the post sales process just like the pipeline and so this tool wouldn't work on us for our post sales process.

    We are automatically duplicating the won deals and  moving the duplicated ones to another pipeline called "Post Sales" which has the new stages of the process, that works more like a "trello" board and helps our team to get in track during the manufacturing time and getting the customer updated by automatic mails just like e-commerce’s does when you by something (Deal Received! - In Approval - In Plaining - Manufacturing - Inspection - Good to go - Received).

    After it we can see the time we spent on the whole process (Sales - Manufacturing - Delivering) for which deal and get some charts on our dashboards about those process.

    I hope it can be useful for the development team!

    Hi @Murilo de Souza 

    Thank you for the feedback. One of the main things we're thinking of end of this year and beginning of next is how we can get the stage like experience to projects as well. So stay tuned! :) 

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #9

    Would love to try this out!  I currently have onboarding through another pipedrive (when I mark a lead WON, they are created as another "deal" in our membership pipeline). 

    @Regina Hord thank you, hope you filled in the webform on this post up to sign up for the Beta. This is the link: https://webforms.pipedrive.com/f/1yqFRpL3xwtbKSogR9zSCcbPslWp2vZfClGNoYhIeaXVTulIcFM30kbpcvTHFWgn1

  • Ari Hietamäki_44847
    edited November 2021 #10

    Based on interviews with 75+ companies we believe this BETA version will already help many of you. We also recognise many great things are missing and we will continue to improve the functionality the coming months and years.

    Some of the short term things that are already being worked on is:

    • The ability to add files to your project
    • The ability to write notes in projects and have discussions on them with your team
    • Manually rearranging the order of activities in your project plan

    Long term we plan to develop this area based on your feedback, some of the bigger pieces we hear about from you today are (in random order)

    • Grouping of activities based on stages of the project
    • Dependencies
    • Gantt-chart
    • Custom project fields
    • Emails in a project
    • And much more

    Do you like what you are seeing? Do you miss something that you want to see? Then join our BETA test by signing up for the waitlist here.
    Our goal is to build a solution that will help you and your team manage and track your projects and activities after the closing of the deal. 

    P.S. The projects area is planned to become a paid add-on down the line. We’re far from that today and for the coming many months this area will be free of charge. All we can now ask for is you using it and helping us develop it into something that will add a lot of value for you and your company moving forward. 

    Link doesn't work anymore. We would be interested this kind of feature.

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2021 #11

    Based on interviews with 75+ companies we believe this BETA version will already help many of you. We also recognise many great things are missing and we will continue to improve the functionality the coming months and years.

    Some of the short term things that are already being worked on is:

    • The ability to add files to your project
    • The ability to write notes in projects and have discussions on them with your team
    • Manually rearranging the order of activities in your project plan

    Long term we plan to develop this area based on your feedback, some of the bigger pieces we hear about from you today are (in random order)

    • Grouping of activities based on stages of the project
    • Dependencies
    • Gantt-chart
    • Custom project fields
    • Emails in a project
    • And much more

    Do you like what you are seeing? Do you miss something that you want to see? Then join our BETA test by signing up for the waitlist here.
    Our goal is to build a solution that will help you and your team manage and track your projects and activities after the closing of the deal. 

    P.S. The projects area is planned to become a paid add-on down the line. We’re far from that today and for the coming many months this area will be free of charge. All we can now ask for is you using it and helping us develop it into something that will add a lot of value for you and your company moving forward. 

    Hi @Ari Hietamäki unfortunately signup has been closed right now (original post was edited with the message). But don't fear, we're just getting the first wave of customers in to test our systems and soon we will expand the BETA group which I will announce in the community right here. So stay tuned!

  • Amber Holmes
    Amber Holmes Posts: 2
    edited February 25 #12

    For clients, we use this onboarding pipeline to trigger a new list of activities. But onboarding or after-sales is not always a linear process which is where we need to get creative. 
    I can see by your notes below 'Grouping of activities based on stages of the project is already on the long term 'to do' list.

    Internally we use Monday.com because we work with developers and multiple softwares that require a lot of steps and directional notes or wikis.

    **Status and Priority identifiers would also be a nice touch. 🤔

    👋🏼 Looking forward to the BETA round and happy to help test if you need more guinea pigs ;-)

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited November 2021 #13

    For clients, we use this onboarding pipeline to trigger a new list of activities. But onboarding or after-sales is not always a linear process which is where we need to get creative. 
    I can see by your notes below 'Grouping of activities based on stages of the project is already on the long term 'to do' list.

    Internally we use Monday.com because we work with developers and multiple softwares that require a lot of steps and directional notes or wikis.

    **Status and Priority identifiers would also be a nice touch. 🤔

    👋🏼 Looking forward to the BETA round and happy to help test if you need more guinea pigs ;-)

    Hi @Amber Holmes 

    Thank you for your feedback! 
    Keep an eye on the channel here so you will here when we add more people to our Beta :) 

  • Peter Birch
    Peter Birch Posts: 12
    Second Anniversary
    edited December 2021 #14

    Based on interviews with 75+ companies we believe this BETA version will already help many of you. We also recognise many great things are missing and we will continue to improve the functionality the coming months and years.

    Some of the short term things that are already being worked on is:

    • The ability to add files to your project
    • The ability to write notes in projects and have discussions on them with your team
    • Manually rearranging the order of activities in your project plan

    Long term we plan to develop this area based on your feedback, some of the bigger pieces we hear about from you today are (in random order)

    • Grouping of activities based on stages of the project
    • Dependencies
    • Gantt-chart
    • Custom project fields
    • Emails in a project
    • And much more

    Do you like what you are seeing? Do you miss something that you want to see? Then join our BETA test by signing up for the waitlist here.
    Our goal is to build a solution that will help you and your team manage and track your projects and activities after the closing of the deal. 

    P.S. The projects area is planned to become a paid add-on down the line. We’re far from that today and for the coming many months this area will be free of charge. All we can now ask for is you using it and helping us develop it into something that will add a lot of value for you and your company moving forward. 

    Can’t wait to check this out when it’s ready! seems BETA closed awhile ago but keen to get on if I can 🙋🏻‍♂️🙏🏻

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2021 #15

    Based on interviews with 75+ companies we believe this BETA version will already help many of you. We also recognise many great things are missing and we will continue to improve the functionality the coming months and years.

    Some of the short term things that are already being worked on is:

    • The ability to add files to your project
    • The ability to write notes in projects and have discussions on them with your team
    • Manually rearranging the order of activities in your project plan

    Long term we plan to develop this area based on your feedback, some of the bigger pieces we hear about from you today are (in random order)

    • Grouping of activities based on stages of the project
    • Dependencies
    • Gantt-chart
    • Custom project fields
    • Emails in a project
    • And much more

    Do you like what you are seeing? Do you miss something that you want to see? Then join our BETA test by signing up for the waitlist here.
    Our goal is to build a solution that will help you and your team manage and track your projects and activities after the closing of the deal. 

    P.S. The projects area is planned to become a paid add-on down the line. We’re far from that today and for the coming many months this area will be free of charge. All we can now ask for is you using it and helping us develop it into something that will add a lot of value for you and your company moving forward. 

    Hi @Peter Birch @Ari Hietamäki and others,

    In case you're still interested I can add you to our Beta still. Please reach out to [email protected]

    Important things to know:

    • The new projects add-on is currently free to test in BETA. After the BETA period ends it will require an additional subscription (don't worry it's still months away). You will not be subscribed automatically. 
    • It's really really new still so some critical features are missing but join us, test us and share what's missing. We've formed a team internally to 100% focus on making Project management great for you and your team and your feedback will help us get there!