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Make Voice Notes Available on Desktop & Add AI Transcription/Summarization
One of the biggest challenges for any organisation using a CRM is getting team members to leave adequate notes on deals and activities. While some people do this naturally, for others where writing isn't a strong point it can be quite difficult. For example, we have a couple of dyslexic team members who can communicate in…
Mobile app not supporting recurring meetings
The mobile app does not support recuring meeting invites, when synced with Outlook. How can Pipedrive be a CRM focused on sales and have a mobile app that does not fully integrate with Outlook? Seems like a huge oversight that my outside sales team can't see their recurring meetings on the Pipedrive mobile app, even though…
"Show on Map" Feature for the Dashboard
Any talk of being able to add a map report to the insights dashboard? Would be awesome to have the existing Google map of all deals (total, current, won, lost, etc.) that you could drop on the main dashboard and have a quick view of all deal activity. I feel like this should be easy since all of the Google map integration…
Dropbox Integration
A native integration with Dropbox would be extremely helpful. I feel like Dropbox is the most widely used cloud storage among companies and would benefit a large number of your customers. Please consider this!
Merge Tags - Deals
In an ideal world, you would be able to select merge tags for fields within a deal as well. In my case, I build out milestone templates for the mortgage process, and it would be incredibly helpful if I could automatically pull data in from the client's loan (deal) to populated in these automated email campaigns.
Microsoft 365/Outlook Email Add In for Pipedrive
Hey, When are Pipedrive going to launch the above? Apparently, there is one for Google Mail but not Outlook. The vast majority of other CRM/Competitors in the market offer this. I know because we have conducted a trial of a few of them (and we are staying with Pipedrive because of the customer service is excellent!)…
Unselecting filters
Hi, Would it be possible to implement a feature that allows a filter to be deselected? At the moment the work around, as advised by the help team, is to select 'Everyone' to reset the details but this doesn't seem very logical to me. I would like to be able to select a filter, look at the data, then deselect. Looking…
Fix Email Thread!
Hi Pipedrivers, I am Posting this to get to see if we can get a reaction out of Pipedrive Developers to fix the EMAIL THREAD. I would for them to give us an option to use the design they have now (I know some may like it) or to be able to select a different email style. I want the latest email communication at the top then…
Better Email functionality needed
Love many aspects of Pipedrive however I feel the email interface need to be improved. As sending and receiving email is one of the most important features in a CRM the thread of email conversation need to be looked at and improved. I would love to use the email client inside Pipedrive exclusively but the thread of a long…
Otter.ai
Hej Is there any plans to integrate Otter.ai to Pipedrive ? as Salesforce ,HubSpot , etc. have done
PRODUCTS - Billing Frequency is missing FORTNIGHTLY
All our marketing products are billed FORTNIGHTLY. Currently, products dont seem to have frequency of FORTNIGHTYL - only weekly or monthly. Please can we get this fixed up asap? I would love to use the MRR/ARR reporting features but currently we cannot as we cant set up our products correctly Screenshot below of products→…
Project Task Notes, Emails, and Documents
While this may sound like 3 ideas and I guess technically it is, certain tasks should really be the "container" for information that could easily get lost among a large amount of communication via notes, emails, and documents. If you could populate notes for specific tasks or add the ability to comment that would enable…
First Name and Last Name
Hi, Is there a way to have two separate fields "First Name" and "Last Name" when adding a contact? As far as I can see, a single field "Name" pops up and later on Pipedrive splits it into first and last name. I would like to enter single and last name separately. This would help in some cases, especially when I only get a…
"Log call as" feature defaults to an existing irrelevant activity
Hi all, We have come across an issue with the desktop call logging feature and I haven't yet found a way to modify it's behaviour. Has anyone else come across it and have a solution? Our scenario is as follows: From a Deal in the desktop browser. Person A initiates a call to their mobile using the standard Pipedrive call…
Email: Filter search results by Inbox / Archive
I would like to use the search function to find open emails in my inbox. Unfortunately, the results list includes emails that have already been archived. This is not useful as I want to find emails that have not yet been archived. Therefore, I would like to have a filter function to exclude emails that have already been…
Segment products by their variations
I'd be glad if we could segment the product by their variations, like the example hele below:
Option to delete posts in Community forums
A post I made was erroring out when clicking save (a cryptic error was shown in a pop up dialog, with no page refresh), so I clicked save multiple times. When I gave up trying to make the post and returned to the main community page, I saw that each time I clicked Save a post was made. If there's a way to delete posts,…
Each ACTIVITY could be linked to more than one DEAL at the same time
In many situations, a phone call, meeting or another kind of activity is about various deals, not just one. Now a days, I need to choice the more associated deal to link with the activity. It would be nice if it was possible to link two or even more deals in a same activity. For example: if a participate in a meeting with…
Realising value of won deal in the future
We are an events agency using Pipedrive to manage our pipeline of client events. Our events (deals) will often be won a few months before we realise the revenue from the events (once the event is delivered). However when I move a deal to 'won' it automatically realises the value of that deal on the day I move it. This…
Conditional logic for display of custom fields in Deal detail.
I have spoken with Pipedrive support and this doesn't exist/isn't possible, but placing it here as a feature request. The use case is: * We use Label field for our Organisations, to categorise the type of organisation eg. Lender, Customer, Consultant. We also have plenty of custom fields. Certain custom fields may relate…
Connect an activity to multiple deals and Connect an email to multiple deals
We need urgent development assistance from you! Pretty often, we have multiple deals with a company. Negotiation runs typically with the same person or team, so we discuss multiple deals parallelly, both via phone calls, meetings, and also emails. It is an unnecessary and huge administrative struggle to create and copy the…
Feature Request: more data in campaign reports
I'd really like to see more data in the campaign reports, or customisable columns here. For example, I'd like to be able to see the Contact Owner here so I can email my sales team with their customers that have unsubscribed so they can take further action.
Support Chat
For some time now the way you open a new support chat has been tricky...most of the time I press the button to pull up the side panel, I then click chat to support and no pop up box opens. I have told support about this before, they did tests etc but its not been fixed
New Summary feature!
This new feature went live a few days ago, and I thought I had lost my contact email addresses but they simply moved to the summary page! which I feel is NOT required, so anyone else feel the same way? In my mind, there was nothing wrong with the details page, and now the UX is poorer for it. The text of the summary and…
How to ADD a team member to a scheduled meeting
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
Deactivated products in "Add products to deal" view
Hello, The current implementation of deactivated products in “Add products to deal” view is not suitable for our setup. We are using SmartDocs, and if the user deactivates a product from a product list in “Add products to deal” view, what currently happens is that the product still gets displayed in the product table (e.g.…
Marking leads as lost or not relevant
Hi, How are users of the Leads functionality processing leads? What are options to note the quality of leads or to categorize them? Right now, the only option is to either convert a lead to become a deal, or to archive the lead. Will there be options to add a reason for archiving, or add statuses for leads as well?…
Reordering of email addresses / set primary email address
It is common for me to obtain an email address upon initial contact with a prospect only to later be given a different and preferred email. Then I must manually copy and paste email addresses in the UI to get them into the proper ordering so that the preferred email is on top. Sometimes I have three or four emails for a…
Document Automation
Could Pipedrive add document creation to the workflow automation options? Then when a deal reaches a certain stage, documents could be automatically created using a template; this would save the time it takes to generate them. Based on deal values the template used could vary, taking the human errors out and preventing the…
Outlook Plug-In
I don't understand this and I know it has been discussed before a few times but most/all comparable CRMs as Freshworks, Zoho, Sugar CRM, Hubspot, etc. have a plug-ins to Outlook and so many companies work with Outlook (and need to work with Outlook sometimes). We worked with Freshsales/Freshworks for quite a while and this…

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