Some features that would be nice...
Im coming from HubSpot which seems to have limitless posibilities (the more you pay of course), but in context of that, I have some feature requests I wanted to get off my chest... I just got Pipedrive for my company and am running into some limitaitons:
- Automations - smart docs triggers and actions
- Smart Docs - Default option to delete document from source drive
- Products - ability to show ALL field columns in the matrix, I want to see categories, notes, etc
- Products - option to always expand prices / variations always
- Web Forms (really just need a questionaires / forms segment) - ability to update EXISITNG deals based on input. We have briefs which help move our clients along the pipeline even after submitting they get created as new deals / leads then I have to merge.
- Quickbooks - sync products
All this is in hopes to increase automations and attempt to do more with a lot less clicking, so I can focus on my business