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Sending Emails on Behalf of Someone
Is it possible to send templated emails on behalf of someone on my team? This is in reference to a 1:1 email, not bulk. Thanks.
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Outlook Integration
I've been using pipedrive for about 60 days and really digging into integration and automation as of late. I was surprised when I spoke with tech support in regards to an outlook integration issue. Everytime I delete an email in outlook it deletes in Pipedrive (fine by me) but it UNLINKS the conversation from my client and…
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Product Description visibility in the add product section
[[Product description]] [[Import]] Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box. As a bespoke joinery/manufacturing business we frequently edit the base description of a…
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Group Emailing from Organization
I think it would be incredibly useful to be able to do group emailing through the organization list with the capability of all contacts in each organization to be copied on one email, instead of having to send each person a separate email. I have contacts replying to me asking to make sure so and so is copied on the emails…
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Custom Fields - Multiple Options and Single Option fields
When using the "Multiple Options" or "Single Options" custom fields in PD, you create a predefined list of options that translates to a dropdown list on a person/deal/organization page. In the current build of PD, deleting an option from a custom field deletes that option from the drop down list as well as deleting all…
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One report/goal including deal value and Recurring revenue
Hi, the recurring revenue is not visible in the goals and reports with the deal value. So in the insights, the whole amount of the deal is shown in one month, while it should be shown divided into the months according to the recurring revenue. Can you make it possible to show these together in insights?
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Syncing Shared Contacts
It seems that there is no way for a colleague and I to "share" a contact in both of our address books if we both have two-way sync enabled. Let's make up a contact, say "Gary" that both I and my colleague interact with and we both want Gary in our Google (gmail) address books. Both my colleague and I have two-way contact…
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Recurring Revenue not Accounted for According to GAAP/ASC606/IFRS15
The new recurring revenue "feature" in Pipedrive must be able to report and export deals with the revenue recognized in the months that the revenue comes in. Without this, everything has to be calculated by hand in order to forecast revenue. There should be a similar toggle to swap between Deal Value and Weighted Value…
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Notify if Subject line is empty
It would be very, extremely useful for a user to see a notification/popup/whatever if the subject line of the email is empty when pressing "Send". Google and Outlook have this, and this is very useful, because people oftentimes forget to type a subject line. I genuinely expected that this would be implemented in Pipedrive,…
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Bulk add labels to multiple emails
I love the idea of the Tags (I uses these in Outlook) however it is impossible to do this individually with the amount of emails. Would love to do this in a bulk select.
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Merged: Bulk labels in the Sales Inbox
This discussion has been merged.
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Click to confirm receipt hyperlink
I recently came across a supplier who had a hyperlink within the email that said "click here to confirm receipt". The receiver clicks which then confirms with the sender that they received the specific email sent. This would be brilliant to add as an option with Pipedrive - esspecially useful for returning key documents…
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pipedrive add-ins for outlook
Hi, I'm using MS Oulook on MAC and Windows, using a pipedrive add-ins for outlook to right click on a email to create automatically a contact or deal in pipedrive would save me a lot of time Vincent
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DocSend-like link tracking features
An interesting idea that would be worth exploring is improved features for file sharing similar to DocSend. Our sales process would be more efficient if we could send PDF documents (like a cateloge or pitch deck) directly to leads via custom link that could track opens, analytics, downloading etc.
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Adding Colour to Activities
I would love to see activities in Colour, Subscribers would have a choice of colour so activities can be easily recognised in your calendar and the list. I have Come from a CRM that has that feature, would be great if it could be done would make PIpedrive unbeatable
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Merged: Trigger based on date field (i.e. automated birthday email)
This discussion has been merged.
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More input restriction possibilities in custom fields
It would be very nice if a custom field had the option to determine what the input should be. For example, you can indicate that a maximum of X characters may be entered, or that only a number may be entered, or only text, or only tekst in caption.
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Contacts Required Fields
Required fields need to have indicators visually or audibly so they get fixed as the are put into the database via website or import or however. It only does this when you add one person for example. You cannot save it until it is properly put in. There needs to be something like this for the rest of the database so that…
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Filter by number of leads/deals per company
I add new leads/deals on a monthly basis. In some cases, I'm already working leads/deals for these companies, and it would be redundant (and horribly clumsy) to start a similar outreach process for the same prospect while another is in progress. From a sales perspective, the message would be change, too: It's one thing if…
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Streamline adding new contacts after meetings
Adding people from a meeting to an organization after a sales meeting seems like a fundamental and super common thing. It also seems like it would be relatively easy to automate this from the calendar view (add all participants as contacts and attach to an organization). Currently it seems like the only ways to do this are…
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Visibility groups for FILES not working
I have created visibility groups where Organisations should be visible to the entire company and the the other Deal, Contacts, Leads and Products for their own group. When I go in to an Organization belonging to another Team, Activities is filtered out and are invisible. But Files are visible even if they are connected to…
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Pipedrive + Sales Navigator - We are loosing the edge with Hubspot
Pipedrive is a great CRM for Sales with it +/- compare to Hubspot. I can deal with it in my situation. I'm using SURFE, which is great for importing directly + templates, notes, and enrichments. If we (Pipedrive users) want to sell more seamlessly, then we should be able to access Sales Navigator's insights directly in…
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HTML Email Templates
I'd be great if we were able to create HTML email templates so we can send more visually and conversion-centric emails.
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Customer Portal
Pipedrive we need this before is toooo late! https://app-eu1.hubspot.com/upgrade/25462105/customer-portals
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Company Financial Year setting
Hi - it would be really useful if, in settings" I could tell pipedrive when my financial year started and finished (which is not the same as the calendar year. Is this possible or on the list to be done?
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Projects on mobile
When will project management be available on mobile
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Best way to manage DUPLICATES???
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
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Our own logo and link in the scheduler page?
There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a free spot. BUT the scheduling page has the Pipedrive logo and (underneath) the link. It would be nice if our company logo and…
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send test emails faster
Test emails for email campaigns would be more useful if they were delivered in a timely way. A little frustrating to finish drafting an email, send a test, and then have to kill time waiting for the email to be delivered to review it.
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@Mention Alert from an Audio Note
Hello, Our team is new to Pipedrive and love the audio note feature within CRM contact records, as well as upon import using the Business Card Reader. It would be great if there could be a way to add a feature/function to Audio Notes that allows you to Tag (@Mention) a person to share the audio note with, and alert that…