Best Practices

Subscription Pricing for Products
I believe that having the option to setup your products with a subscription pricing method as an option instead of just total cost of a deal, this would be helpful when using the forcasting tool. As the Insights will be skewed with revenue if it is forecast all in one month when actually it is spread out monthly or…
Deal Specific Survey / Feedback
We provide B2B services on a regular basis to the same clients. I want to be able to request feedback (via a survey) for each matter that we work on with a client. On Pipedrive we store each matter in a separate Deal. Therefore, in order to prevent confusion I require several specific custom deal fields to be incorporated…
AI + Automation opportunities
Hi everyone! Nuno from Pipedrive's product team here :) As we explore how AI can help you better automate your work, we would love hearing from your experience. What tasks are you already using AI to automate your work, and what is the benefit? What tasks would you like to automate that you feel AI could help with, and…
What is the URL that allows people to unsubscribe?
Thank you for the locked URL at the bottom of the campaign newsletters - but because it's our first one we want to give everyone the opportunity to unsubscribe at the very beginning of the newsletter. How do I find this URL beffffffore sending the email out? Thank yooooou!
Need Workaround - Automation Emails Sent from Creator
Team, I'm using automations to send follow up emails and send out NDAs among other things. For example, for the NDA automation, I created a Separate Activity. When that activity is created, the lead gets an email with our NDA attached - it also updates some custom fields. Because I created this automation, the email comes…
Seeking Advice - Organizing/Naming Pipelines
Pipedrive community, I am looking for advice on best practices regarding organizing/setting up Pipelines. I am taking over leading our sales team and the previous manager was not using Pipedrive to its full capacity. We sell digital marketing services (Web Development, SEO, Social Media, Ads, Etc.). Here's our current…
Report Activities with long notes
Hello there, we are supporting customers over a time frame of 7-13 months. We support private customers for our business partners. A deal is the customer experience of a private customer over the given time frame. Part of the support is done with little questionnaires that are filled in in pipedrive activity notes. The…
Email Sharing One Way for Admins
Hi, I am an admin and want to integrate more users to pipedrive. I want to be able to have my employees emails set to sharing but I do not want them to have access to my emails. I would like to only share my emails with fellow admins.
Remove Pipedrive's Built in Data Fields Option
Hi, I wanted to recommend the idea of giving us the ability to remove pipedrives built in data fields. Whether it is when you want to create a deal or in the deal summary when clicked it can become a distraction. For example, my company does not use %probabilty or expected closing date as it does not rlly fit into our…
Sync with e-Automate
We're an imaging and IT company, looking to utilize Pipedrive to help us manage client relationships, and track leads and sales. Question: anyone else in our industry using Pipedrive? And does anyone know about syncing with e-Automate? Thank you!
Merged: ✅ Email Domain Authentication
This discussion has been merged.
🏅 Moments of success: Karolina Deak at John Charcol, UK 🇬🇧
We’ve been asking salespeople, industry professionals and entrepreneurs to share their breakthrough business moments as part of our Moments of success campaign. @Karolina Deak, a sales advisor at mortgage firm John Charcol, moved from Hungary to the UK to explore new challenges. With support from her managers and…
Group Email > 100
If you can PLEASE add the feature to allow NEXT 100 when sending group emails. It would be super helpful as it is very tedious to individually click each customer after you send the first 100 emails when we are sending out a promotion. We have over 1000 customers in our database and it makes it very time consuming.…
🏅 Moments of success: Luis Carlos Rojas, Saleslatam México 🇲🇽
We’ve been asking salespeople, industry professionals and entrepreneurs to share their breakthrough business moments as part of our Moments of success campaign. @Luis Carlos Rojas, a salesperson at digital consulting agency Saleslatam México, needed help to achieve his goals. After learning the importance of CRM, Luis…
Having multiple versions of 1 "product" within one deal
Hello all! I hope you can help me with this. We produce and set gravestones. In many offers we create, I give our client 2 or more options. A single option contains multiple products which I will group. Some product groups are going to be present in all of the options while 1 or 2 may vary. Do you have a best practice as…
How to create a reporting based on the progress of a phone call campaign ?
Hello, We are targeting several industries and I would like to create a reporting based on the progress of a phone call campaign per industry. Do you know how I can do it on Pipedrive ?
Is it possible to create recurring activities?
Is it possible to create recurring activities?
Account Management After Deal Won
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
Real estate professionals are 26% more productive with a CRM 🏠 🚀
How do you use a CRM for real estate? According to REAL Trends, real estate professionals are 26% more productive with a Customer Relationship Management software, or CRM, for real estate. That’s because a CRM… * Provides full funnel visibility * Keeps all your property details in one place * Helps you track deals from…
Setting up recurring payments
Hi, Would love to streamline how I collect payments once a deal closes. I have pipedrive, use qwilr for proposals and my process is really clunky. I’m torn between stripe & gocardless for single / recurring payments. I want to be able to have someone accept a proposal on a call, send them the deposit payment link straight…
Insights (Reports/ Dashboards/ Goals) Duplication Feature
Duplication Feature is now available to all insights users 🚀 Say goodbye to manually creating copies of Dashboards, Reports or Goals! Starting today, all Pipedrive users can easily and simply use the duplication feature instead to save you time and energy. For all the details, check out our Knowledge Base article here.…
Can I add a new Activity category?
I would like to add a couple more than just the phone, task, email, meeting, and lunch. If not is there a way to create a subcategory to differentiate between specific meetings, emails, etc. Thank you in advance! Michele
We are Pipedrive parners in Europe/Finland and USA
Hi, We're Pipedrive's certified solution provider, and offer help with everything Pipedrive related. Our services consist of implementation, training-, consultation-, integration services, and much more. Feel free to contact me any time, I'm here to help and guide you to take full advantage of your Pipedrive CRM. On top of…
Use Pipedrive for cross selling and up selling existing customers
Pipedrive works best for closing new deals. How to set up Pipedrive, for cross selling and up selling existing customers? - This would require, allocation of customers to sales people. - Maintainig data like, existing services which customer is using, priority, etc - They shall interact with their set of customers of…
New: Mentions and Comments for all plans (web app + mobile app) 💬 💬
Why? * Tag your colleagues in your notes, bringing their attention to deals, organizations, or contact people. * Collaborate more efficiently so that everyone can keep their work on track. * Comment underneath your mentions or notes, allowing for simple, fast, communication with your team. For whom? All users in all plans.…
What best practices for setting up Deals?
Hi, I'm part of a small company working on a B2C service that's also meant to be B2B2C, in order to reinforce its legitimacy and reach more people through those businesses. That is why we have set up a Pipedrive account. We're going to be using it as a community-building tool most of all, with Campaigns as our newsletter…

Best Practices

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