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Customers Interests
Hey team, in sales we always trying to get to know our customers better, and a simple way to do this is to find out what their hobbies and/or interests are, e.g. golf, fishing, knitting, you know the drill. I'm wanting to know if there's a simple way to collate or store this information so that if I quickly want to see who…
Mailchimp Integration, Tags
Mailchimp has been pushing more and more the use of Tags and Segments instead of multiple audiences. It is not possible to select a Tag or a Segment during an export from Mailchimp. When do you plan to update the Pipedrive integration?
Product details visible in Mobile App
We would like to be able to see product custom fields on the mobile app. Our product we sell is "one-off" for each one, so we use the Product custom fields to describe some aspects of each product. When selling in the field would be super helpful to be able to access that information.
selecting multiple deals in list view easily
In the list view, clicking on one deal, holding shift and clicking on the last, selecting all the ones in between. Now it's extremely inconvenient to select a large amount of deals by having to click one by one.
Suggestions + Leads reporting feature
I would like to see the leads reporting (Insights) feature. Currently, I can use reporting only on Deals which is around 30% of my prospects. Therefore couldn't track my efforts for 70% of the pipeline.
Adding Sales Tax
Hello, Our company would like to be able to add sales tax to specific deals. After speaking with Pipedrive we found that the only option we have is to add sales tax to the product itself. However, we only charge sales tax in certain regions. For this reason we would like to be able to add sales tax on the fly to specific…
Pull Organisation address into Activity Location field as the default or first suggestion
Don't you think it would make sense for the Organisation's address to be there as the first suggestion in the Location field when creating a meeting or appointment? We have it for the person (the contacts in the company) so why not give us the company address if it has been entered? I find it quite annoying that we go to…
Comprobante de lectura y tracking de links en emails.
Actualmente Pipedrive no permite que veamos los comprobantes de lectura de los mensajes de mail que nos han compartido otros miembros del equipo. Soy consciente de que la privacidad prima sobre todo, pero ¿no debería marketing, como mínimo, podem compartir comprobantes de lectura si es un usuario más que utiliza el CRM y…
Asking for advice: Is there a way to add our sales target to the dashboard? I.e. plot all the 'won'
Project management: notes and files
Problem creating PWA Pipedrive application
Hello there ;-) A Few days ago this was possible. While being on https://contoso.pipedrive.com/pipeline/1/filter/24 In Microsoft Edge -> three dots -> Apps -> Install this site as an app I was able to create a nice accessible shortcut to my default Pipedrive page. Now that's no longer possible. Installing the app as…
Translation Mistake: Word order in the weighted total value of deals in a stage
Greetings, I found another Korean mistake in the weighted total value of deals. This is what we saw in the English version. ₩1,614,900 - 15% of ₩10.766.000 In the Korean version, however, this weighted total values are translated as follows: ₩1,614,900 - 15% 중 ₩10.766.000 This is merely a word-to-word matching between…
Adding a contact WITH phone or mail but without the name
I was wondering if there is a way to add a contact with phone/mail but without the actual name We're active in real estate. During prospection, in some cases you found/have the phone number or mail but not an actual name. However, when adding a contact to a deal, a name is an obligated field. Consequently, our agents put…
Improving Workflow Automations
It would really help if PipeDrive would develop management tools for workflow automations. I am the administrator for our company's account. We have MANY workflow automations. Currently, there is NO WAY to: * organize them into user-defined categories, * quickly view how they are constructed, or * manage automations…
Would you rather PipeDrive develop existing tools, for cross-tool compatibility, or release new tool
Would you rather PipeDrive develop existing tools, for cross-tool compatibility, or release new tools (such as Projects & Campaigns, or unannounced features/tools)
Requiring a custom field when a deal is marked lost...
We're working on identifying our SQL (Sales Qualified Leads) and in order to do that, we need to clearly identify which deals are SQL and which are non-SQL. The feature request is this... I'd like to be able to configure a custom field to display on the pop-up when I mark a deal as lost. So, we'd create a custom field with…
Multiple sets of information under 1 deal.
It would be useful to be able to have multiple sets of field information under 1 deal. This would work on a banner style and would allow companies dealing with continuous cases to store the details under one page rather than having to create a new deal #solicitors #followonreports #contiinuoussales #medical #legal…
Mask a value inside smart docx in terms of security
Smartdocs can't include mask value inside of a form in comparing panda docx ... this is the main reason i don't send price proposals trough smart docx...
More Note Formatting Options
It would be helpful to have more control over the Notes. * Have Strike Through as an option * Font color options * Ability to create a Template for Notes * Ability to Tab * Ability to create a Check List
BUG: Cannot scroll notes when Calling in the Dialler
When I make a phone call using dialler and I take notes in the 'Notes' box, if it's a long call, the notes go off the top of my browser window. I am unable in anyway to see the notes at the top of the page so I cannot tidy them up before posting them. Pipedrive support told me I was doing it wrong and should zoom out in…
Filtering options on goals reports!
It'd be great to be able to apply filters to goals like you can with other insights reports. Such as if we wanted a forecast with goals but only allowing for deals with a probability above 80%.
No link in pinned notes
I have an link, which i write in a Note. It works in the note. But if I pin it to the top, it shows only the text without the link. Is this a bug?
Workflow automation for received emails
A great feature for the future would be a workflow automation, which creates a new activity once an email with a predefined subject is received. The predefined subject would be easy to implement, since a template can be used for the email sent. Email sent and email received will then have the same subject and the activity…
Unsubscribe link for emails out of Pipedrive
For GDPR reasons, I am looking for a functionality that automatically adds an unsubscribe link to any email we send for inbound & outbound sales. Is this available within Pipedrive? If yes, how can I set this up? If not, could this be a feature that will be build in the future?
Products and pricing
I would really like for a better handling of pricing on products and also some more fields available on Smart Docs to handle prices with and without taxes, and total price including taxes.
Pipedrive Advance vs Professional
Anyone can say if pipedrive professional is worth the money over advance?
Advance vs Professional?
Anyone can say if pipedrive professional is worth the money over advance?
Email Activity - Duplication Frustrations
For 3 years I've been using this software and I'm super frustrated that despite using the bcc when sending emails I then need to create that email as an activity then clear the activity so that it registers when I want to track the activity. This is very painful as I'm carrying out 2 actions for each activity. I was told…
Workflow automation for Campaign emails?
Hi @Janis Rozenblats, I hope you are well! I'm looking at using Campaigns for our subscription renewal emails. I've the Pro account and access the Revenue Subscription feature. I'm hoping to do the following automation with Campaigns: when it's 1 month prior to revenue date end > send Campaigns renewal email. Is this…
Add a serch bar in activities view
I would like to see Pipedrive add a search bar to the activities section. I can search emails, in the email section. I think the same feature in activities would be efficient. Would anyone else like to have this feature, or have any input?

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