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Prospector Company Name Matching
Currently, you need to know exactly how Pipedrive stores a company name and search precisely for that if you wish to search for leads at a specific company within Prospector's search/filter function. It does not pick up partial or keywords within a company name. This makes prospecting a lot more time consuming, especially…
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Adjusting duration of Notifications
The notifications in Pipedrive are too quiet and some don't seem to exist. When I get someone mentioning me in a deal the notification is very quick and there is a 95% chance I don't see it. It would be good if there was an option to have the notification stay on the screen for a longer time or until the user clicks it for…
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Insights generating unprofessional looking Excel Reports
When I export a Deal Report into Excel I really don't need the word 'Deal' in the Heading for each Column when the whole report is a 'Deal Report'. It's not formatted that way within the App and just looks stupid in a Spreadsheet and need manually editing each time the report in run. I do not need to know where the column…
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Required Fields on the mobile app not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap? -- Using the Mobile app as a sales tool becomes redundant if you cannot trust the data collected with the important or…
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Allow for a pre-set language option in the scheduler
Hi! Currently, the scheduler automatically adopts the language of use in the region that corresponds to the IP-address that uses the scheduler. However, this excludes a substantial use case in which the local language is not the preferred language. In our company's case, we are based in the Netherlands but 95% of our…
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Completed Activity filtering on Deals
Having a filter on each deal to filter completed activities by type for that specific deal. This would help to further streamline account review / lookup time. I.e. reviewing particular milestone activities on account vs. scrolling through 3+ months of activities on the account
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Adding personalized 'time templates' into email scheduling option
When scheduling emails with PD, I program a lot to send out between 16:00-18:00 CET so they are arriving in the morning for US-based recipients. Each time I do this, I have to manually edit the date and time via 'Custom date and time'. But most of the time, I just want to send an email 'tomorrow between 16:00-18:00'. It…
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Sending follow-up email templates / CAMPAIGNS using workflows?
Is it possible to perform all these 4 situations as follow-up activities using email templates / CAMPAIGNS using workflows?: Send 1 follow-up email from the owner of the deal after the deal reaches a certain stage Start a cadence of emails based on templates from the owner of the deal after the deal reaches a certain stage…
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Send text message by automation
To make our CRM more efficient, we would like to create some text message automation to our customers, as appointent reminder etc…
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Bulk-create Activities for Contacts
It would really speed us up, if we could create activities in bulk for a list of contacts. We need this, e.g., to mark contacts as recipients of a certain marketing campaign. Currently, we create the filter export the contacts with the system ID open the csv/excel file to edit add the activity fields to the file reimport…
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Bulk Create Deals
Buolk create Deals or Leads from Contacts or Organisations. I had a client who has Organisations which need to be taken through a renewal pipeline - I had thought this feature existed but turns out you have to import Orgs as Deals in order to create bulk Deals with Orgs
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Gantt Chart in projects
Hi, Hello, it would be very helpful to have a graphical GANTT. This should definitely also have the possibility to export (e.g. pdf). When is an implementation of this planned? This function is very important for us as a company.
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No more automated "Deal" and "Project" words added to title
I know I can backspace it from the title each time, but it gets old. Also going from a Deal to a Project it then becomes "[Customer Name] Deal Project" which is silly. I want to be able to edit what is automatically added to the "Title" field in each category.
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Insert URL fields in mail
It would be great to be able to directly integrate a clickable URL link in an email (via an automation flow) sent to users so that they can, in one click, fall back on the prospect, business or organization sheet.
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Insights on organisation field
Hi ! It would be very useful to be able to create insights on fields that are on the "organisation" and not on the "deals". For example, I don't want to have to fill the field "address" each time a company place an order, but i would like to know which city, country, region makes most of my turnover. Thanks !
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Web form - "other" option
One feature massively missing from the webforms is the other option. We use pipedrive for programme recruitment and that often includes asking what sector they are in. This varies programme to programme so the option to only include certain fields works fine, but the fact an "Other" option with a text field cannot be input…
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Bug: wrong german translation in daily status mail notification
"In allen Browsern ansehen (50)" means: "View in all browsers (50)", which is wrong. It must be "Alle im Browser ansehen (50)" which means "View all in browser (50)".
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Bug: Wrong german translation in mailing list send window
"19 gesendete Nachrichten" means: "19 messages sent", which is wrong. It must be "Sende 19 Nachrichten" which means "send 19 messages".
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Embed Pipedrive Insight
It could be a great opportunity to share as embed code the pipedrive Insight, so users can view results on other platforms (like Sharepoint)
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Embed Insights onto SharePoint
We are building out our internal team SharePoint page and we would love to embed our insights graphs to get the visual to show without needing to click on the link to open the URL
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Feature request: add filter by deal label to Insight goals
Currently you can only fiter results by pipeline in the Goal type of Insights. It would be great if you could also filter by deal label as well as you can in the other Insights types. For our company this would be a great addition since we use labels to define types of services sold per deal and we also have targets per…
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Automatic Date changes in projects
An ability to automatically change all dates if the project is behind schedule. Currently, if we wait for a client to review/approve an aspect that is out of our control, then all of the dates are wrong, and it's a very big pain to go and change every single date for all the different tasks and activities that may have…
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automatic emails in projects
As with deals having all emails from the team and the client be logged to the project automatically [we use the spark email app for our day-to-day emails] would be fantastic currently, it needs to be done on the project page and only shows up if it has been sent from the project to the client and the client replies
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email Automation in Projects
OK cool, 1. Automation to send emails when a project is moved from one phase to another. This currently does not happen
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add "latest email send" + "latest email received" as a filter for companies
add "latest email send" + "latest email received" as a filter for companies - just as these filters are available on for contacts (at least in the contacttimeline). This will be very helpfull in managing existing accounts.
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Add Project Module to Phone App
Simply, I don't understand why the project module is NOT on the phone app. Can you please add the project module to the phone app, android, and ISO.
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Bringing Notes into List view and Search
I am wondering if there are plans to... * bring Notes into a column in List view (to be able to view & export notes) and to filter by text within notes * find text within a note when typed into Search I know that is is not best practice to rely on Notes to capture important information that could be listed and filtered…
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Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
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Trigger automations on import
It's ridiculous that automations can't be triggered on import. Deals can be created on import. But "Deal Created" triggered automations can't be triggered by a deal that is created by an import. The same goes for contacts. I can create or update a contact on import but then I have to take additional steps to trigger…
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Permissions for Pipelines
I would love to see a "Permissions" setting that allows administrators to dictate what Pipelines users have access to. The users would then only be able to see deals and contacts that are connected with that Pipeline as well.