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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…
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How can I send a internal email to my collegua with deal details?
Hi there, I have made an automation to basicly send my colleguan an email with deal details, when we win a deal... The issue is, I dont know how to add both a link to the deal, and the deal products/items in the email ... How can I do this?
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Need Experienced Pipedrive Tutor ASAP
I have most fields already inputted. I already have some customer information input. I need someone that can teach me step-by-step as we set up some features, processes, etc. I just want to go online with someone and we share a screen. I'm very flexible on schedule. 1-hour lessons... we keep going until I have the CRM the…
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How to track Sales on my CRM ?
Hello, We are a e commerce company who sells differents products, so different category of products. The clients buy their products alone on our website. In order to contact them and reactivate our clients, we would like to know which organization buy x o x category of product with the turnover sales. Do you have any…
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New Video Series to Learn more about Pipedrive
The playlist is available on YouTube. If you have any specific questions, I would love to answer them as part of this series.
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Smart docs - can I set today's date plus x days?
For an invoice I want smart docs to set the invoice due date to today's date plus 2 days. Is there a way to do that? Thank you.
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Prevent deal stage change until Activity is marked as DONE
Can Workflow Automations (or any other method) be used to prevent a deal being progressed to the next stage, until an activity is marked as Done? The use case is when a mortgage application is submitted I create a 'Create Suitability Report' task activity with due date 1 business day. I'm trying to ensure the Report is…
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Does anyone use MEDDIC in Pipedrive?
How was this sales methodology integrated into Pipedrive? Do you create 6 custom fields and the team fills in each one?
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Why am I not able to remove a default field from a "new deal" form ?
Some default fields are unfortunately not relevant with our processes. To make it easier to understand and complete the pop-up form when creating a deal, I wanted to simplify it and remove some irrelevant fields such as "label" or "probability". Is it possible? I tried both via the personal settings (checkboxes were grayed…
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Ability to adjust Quick Action hotkeys
Currently it is not possible to adjust the hotkeys for Quick Action shortcuts. The shortcuts themselves are amazing, however the latest one is fairly annoying - that is Projects. The designated hotkey is "C", meaning any copy-paste using ctrl-C will result in the New Project window. If this key could be adjusted, that…
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How one sentence can make or break your USP
Once you’ve pinpointed your most impressive USP, work on how you convey the message. Practice saying it aloud and consider questions like: Does it roll off the tongue, or does it sound forced? Is it easily understood, or is it vague and confusing? While it may never be explicitly stated in the copywriting on your website…
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Pipedrive App for cold calling - India - Redmi 8 A dual mobile app
Hi i am using the Pipedrive app from India on my Android Redmi 8 A dual mobile and the app does not log the cold calls i make. Cold calls = Numbers not saved on my phone or Pipedrive CRM / Pipe Drive Mobile app. I remember a few years ago PD did offer this feature where in you would get a call summary after each incoming…
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Is there a connection between customer experience and revenue?
There are over 8,000 tools in the martech space alone. Even if you create a unique product, it won’t be long before competitors offer a similar solution. One solution is customer experience. Look at all of the interactions a customer has with your company and ensure that they have a flawless experience. This often involves…
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Projects
Just wondering when the Projects part will be available on pipe? will make the CRM more complete. TIA
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Pipedrive reaches 100,000 customers: The story in numbers 🚀
As you know we have recently crossed the 100K customer milestone, meaning that Pipedrive is now trusted by over 100.000 companies as their sales platform of choice. This is a huge milestone for us and it wouldn’t be possible without the support of our loyal users. To mark the occasion, we looked through our archives to…
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Productivity, Innovation And Spotting The Signals Of Change
GETTY Pipedrive's CTO Sergei Anikin weighs in on what change means for companies, the opportunities it presents and how to deal with change in a way that benefits your business. You can catch the full Forbes article here. Business productivity relies on the interconnection of many factors. Innovation doesn't happen in a…
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New: Pipedrive supports two new languages 🇱🇻 🇮🇩
What? We have launched Indonesian and Latvian language versions of Pipedrive. Indonesian and Latvian-speaking users are now able to use Pipedrive software in their preferred language. With these latest additions, Pipedrive is now available in 20 languages. When? Available now for all companies
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Do you know how many of your CRM fields are properly filled in?
Do you know how many of your CRM fields are properly filled in? Which type is less populated? Well it's now, for free, in 1 minute, you can find out in detail. For those using HubSpot or the Almighty Unicorn Pipedrive. Developed and made available by my friends at hubkn https://crmscore.hubkn.com
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Review Pipedrive CRM and win $25 on Amazon!
10 minutes of your time = up to $25 on Amazon. Sounds good? Here’s how it works: Answer the “Software Review” survey and you’ll be sent an Amazon voucher as a “thank you” gift. (*Please note that the voucher is provided by a third-party vendor) Answer the survey here!
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🏆 🇦🇺 Success Story: Healthcare keeping a steady heartbeat with CRM
Sober in the Country (SITC) is a rural-based grassroots charity creating social impact across Australia by making it “OK2SAYNO to beers in the bush and catching our mates before they fall through the cracks and hurdles of overcoming addiction in isolation." – Shanna Whan, CEO and Founder @Felicity Nolen adds: "Our purpose…
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🎂 Pipedrive turns 11 this week 🎉
Thank you to each and every customer, partner, investor and Pipedriver who has helped us reach this milestone! Here's to another year of celebrating our growth and achievements 🥂 And here in our Community: whether you use Pipedrive or not - join the conversation. Come one, come all - it's all about Sales and Marketing! 🚀
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🏆 🇧🇷 Success Stories: Pipedrive is “made to sell”: Why a 21-year sales veteran chose the CRM
https://pipedrive.hubs.vidyard.com/watch/Hyrbf3tMRo2Bd9NciGyMkr?autoplay=1&muted=1?ref=community_post⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. 📮 Drop us a line to share your success story - we'll do the heavy lifting. You don't need to be a Pipedrive user, we just want to share…