New screen for budgets, great but...
I just entered my Pipedrive and... surprise! The elements in "products" can finally be activated or deactivated, and they have also improved a lot by being able to order them according to the preferences of each moment.
It is an important step. All the work of attracting clients is often at stake in the rigor/flexibility/speed of our budgets. I think that, however, the great challenge has not yet been tackled: the treatment of costs, benefits and taxes. The current model forces us to enter the final prices WITH TAXES, which may be different. We can never get the tax base. And the worst: it is impossible to synchronize our database without fear of errors (we work with Woocommerce, which obviously treats tax base and taxes separately)
I already covered this topic in a previous post. And the Square platform has just entered Europe. Terribly simple and agile in everything related to budgets, invoices and collections. We can learn a lot from them. Because, from my point of view, there are three alternatives:
- Improve once and for all this issue that is chronic in Pipedrive
- Integrate the Square app (free) urgently
- Giving up this aspect, with the consequent loss of competitiveness in our favored CRM
Looking forward to continue receiving positive news in this field. Thank you very much and let's go!
#taxes #Square #products #budgets #invoice