Pipedrive for Project management?

Patrick_67679
Patrick_67679 Member Posts: 1
edited July 2023 in Sales CRM #1

Hi, i would like to use pipedrive as a project management tool.

Has anyone had experience in this or are there templates/tutorials available specifically for PM?

Comments

  • Uwe Pichler
    Uwe Pichler Member Posts: 2
    edited February 2022 #2

    Hi Patrick

    that is in fact a use case a lot of customers are working with Pipedrive for. Have you thought about giving it a try, using our 30 day trial period? Check it out here.

    You can also give me a call under +41 78 854 70 75 and we'll take it from there.

    Looking forward to hear from you!

    Best regards,

    Uwe

     

  • Uwe Pichler
    Uwe Pichler Member Posts: 2
    edited February 2022 #3

    Hi again,

    Pipedrive is currently working on a PM extension, available in Beta only. There are best practices how it can be used in the current version, depending on how exactly you want to use it.

    Maybe you want to have a look at the video below as well?

     

  • Inês Batata
    Inês Batata Posts: 2,077 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited February 2022 #4

    @Mike van der Valk tagging you for reference ;)

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited February 2022 #5

    Hi @Patrick Hannaford and anyone else interested!

    We're working on a solution. I've emailed you about getting access to our beta. If anyone else is interested in joining the beta email me at mike@pipedrive.com :) 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited February 2022 #6

    @Mike van der Valk tagging you for reference ;)

    Thanks for the tag @Inês Batata