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CALLER PROBLEMS
We want to continue using Caller. The Pipedrive team needs to do a study in this direction
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10+ formulas to add to deals
Hi, We've recently been testing the application of formulas to our deals. This would very efficient for us, as it allows us to generate an offer in a few minutes, where the values in our template are calculated automatically. However, the limit of 5 formulas turns out to be too little for us to get an effective result. As…
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Web form notification
Hi product team, the notification function is available just for the total form, what happened in case I need to notify just from an item from a drop down field? If you select from a list of depts (HR, Financial, Support, etc) the system should send the notification just to that person (user or not) associated to that…
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"Win" is the START of my sales cycle - how to track Client GROWTH
I'm in software development and, like every other software development company, we have two concurrent goals: 1) Tracking New Business - this is a classic "sales pipeline" and there are fairly ordinary metrics for it. A "normal" sales pipeline works here. But when I click "Won" the "sales process" does not end, it just…
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Email Un-Send Feature
Hi Pipedrive team! I love the email function within Pipedrive and how it connects to all my activities. There is one feature, however, that is missing that is currently available in Outlook/Gmail. The ability to "un-send" and email within a select window of time after hitting send. Both Gmail and Outlook have it set up…
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Email Automation Tracking & Management
I’ve set up a lead email automation, so that new leads added with the label ‘New Lead’ goes into a 3 email automation with delays, only receiving email 2 and 3 if they don’t reply. However, upon testing this on myself, I can see that me being sent the email didn’t track on the lead (despite selecting the track opens and…
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Product fields in email templates
This would save us a lot of time because we have 30+ products we sell where we use a very similar welcome template that would be better if we could customise it with product fields.
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attachment directly from pipedrive deal log to e-mails
i would like to have a feature where i could add attachments to an e-mail directly from pipedrive deal log. Our work flow has been built up like that, one person is making an offer and uploading a PDF into pipedrive and the second one is sending it to the client. And asking client feedback, i would also like to add a PDF…
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New: Products + images is here! 📷️
Hi 👋 I’m a PM at Pipedrive working on the Products feature, and we’ve just started to roll out the new Product Images feature. What will you get with this release? You can now add images to products in your catalogue, so you can: see the image when searching for a product to add to a deal see the image in the list of…
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Tips on Prospecting
Hi All, I'm new here and looking for some advice. I really like Pipedrive but I feel it's geared up for when a prospect becomes a lead. I've just started my business and need to use Pipedrive (or a plugin) to help me warm up Cold Prospects and track how many touch points each prospect has had. i.e. I love the Deals…
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Add the ability to measure conversion when converting a lead into a deal, and during further passage
The fact is that we (I think not only us) need to understand at what stage of the client’s passage through the funnel we lose him. To do this, it would be nice to see the conversion (in quantity and %) when clients move through different stages of the funnel from one to another. How many leads are created, how many of them…
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Add Subscribe Functionality to Campaigns
I paid for Campaigns and generally would like to have my monthly investor newsletter go out natively from Pipedrive. However, after I paid and began using Campaigns I realized that there is no way to have new people subscribe or opt-in to my Campaign list. Support informed me that it's possible if I were to create a Web…
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Gmail addon
Hello Team, So, what do we think of the Gmail addon? Cheers
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Revenue Forecasting Advice
Does anyone out there have experience using revenue forecasting reports within Pipedrive Insights? Looking to use "Payment Schedule" to report revenue but only seeing option for filter by "Expected Close Date". As a contractor, we don't get paid immediately upon signing a contract. Jobs can take months to start and only…
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Please do something about the VAT calculation of products
Hi; As already lots of customers asked, please do something about the VAT calculation. We are implementing Pipedrive CRM with PandaDoc integration. As a B2B and B2C company in the construction business, we really need VAT separate from our product price. In Belgium, sometimes 21% VAT needs to be applied, other times 6% VAT…
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Is there a way to prevent duplicated contacts coming from facebook leads?
I'm sorry if this is a stupid question but im new here. 😄 Is there a way to prevent duplicated contacts coming from facebook leads? Zapier has something called "find person" that "do the work for you". But i cant use Zapier. Thank you!
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Top Sales Community Platforms
The best online sales community platforms to use in 2024 Pipedrive Sales CRM Community– Enabling Pipedrive’s sales CRM software users to engage in discussions, receive support and share knowledge within the community platform Sales Hacker – Offers webinars, articles and forums on sales strategies and tactics. American…
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.io domains
Hello, We are having trouble registering new users in Pipedrive where the email is an ".io" domain. Is this a known problem and will it be solved?
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Integrate with QBO?
Does Pipedrive integrate with QBO?
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can i revert an update or changelog?
unfortunately last week we made a really bad mistake. we wanted to export the deals that entered the CRM on 1/1/2023 and after so we can add pieces of information on it. and then import it back. the problem is...when importing the deals we mistook Pipelines Mapping, so the thousands of deals entered ( by default ) the…
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Integration of Organisation Page Details into Project Page and List Filters
It would be incredibly useful if we could pull details directly from an organisation page into a project page and also into the project list filters. There are many details stored on the Organisation page that are relevant to a project which require us to duplicate the information in the project details in order to capture…
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Sort Project Lists by Label
Enabling the ability to sort project lists by labels would provide our team with greater efficiency in managing and prioritising projects within Pipedrive.
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Job Title in Contact Preview
Currently, accessing an individual's job title requires navigating to their personal page. It would be a significant time-saver if job titles were visible in the preview view on the organisation page, eliminating the need for additional clicks.
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Mail Search for Contacts, Organizations, and Deals
When I have a contact, organization, or deal open, I would like to be able to conduct a search but only for those emails that are currently assigned/linked to that deal. I can filter on all emails for that deal, but some of my deals have a LOT of emails and I want to just search them for key words/text.
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Font size
The font size, Small, Normal, Big, etc. is quite a problem. I've been reading that this has been an issue for more than 2 years. I would like to have more options. All my professional emails must be written in Arial 12 but the only options available are 10, 13, 14.
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Bounced Emails
I've been using the Campaigns feature in Pipedrive for a few weeks now and it seems to be working well. One thing I was wondering about was, for contacts in my database that come back with a "Hard Bounce" status on an email that I send out, if I go into that contact and update their email address so that it is correct,…
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Reporting
Does anyone else find the reporting functionality too limited, specifically for printing individual reports? I need to produce management reporting and at the moment I can only produce dashboards which can be PDF'd/printed. I can't do singular reports meaning I have to create a dashboard for each report I want to discuss.…
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Email Automation Outlook
Streamlining your email communication is essential. In Outlook, you can set up rules to automatically categorize, forward, or reply to emails. This saves time and ensures you never miss important messages. Explore Outlook's “rules and alerts” feature to customize your email automation to your preferences.
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Default fields created by contact sync
The default fields that are created by Contact Sync, such as "Instant Messanger" or "Birthday", sit empty for us & and clutter the Details page. It seems like you're unable to remove them like other fields, but we don't want to just hide all the fields on our page that are unpopulated. This is the only article I can find…
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Customize default title in deals
Almost all of our deals have the default title of the organisation name. Most of our deals are of the same type but a few are of a different sales process. When scanning a list of deals it's hard to distinguish them as every deal has a different title, the name of the organisation. The suggestion is to allow customization…