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business card scanner for IOS
would love a business card scanner feature for Apple products
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Pipedrive mobile app email signatures?
Hi All, I've been busy setting up two companies I work with/for on Pipedrive, on separate accounts. Now that everything is set up, I'm using the Pipedrive mobile app more, which is great, however… I've noticed that for outbound emails on the mobile app, Pipedrive uses the default account email signature (in my case, iCloud…
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Please can we make email signatures appear correctly in mobile app?
Hi guys, Hope everyone is well 😁 I have recently come across a bug(?) in the mobile app. When sending a reply to an email, it opens up the phone's email system to create and send the reply (in my case, Iphone - Apple mail). However, unlike on the web app or desktop version, the email signature appears at the bottom of the…
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Live Chat Mobile Notifications + Chat in Mobile
I’m a small business owner, and I recently made the switch from HubSpot Starter to Pipedrive, opting for a yearly subscription along with several add-ons to better serve our customers. One of the key features we rely on is the live chat on our website, as many clients use it for quick questions. While Pipedrive’s…
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"Nearby" Feature On the Mobile App ... Need to Add "Leads"
It would be great if you could add "Leads" as an option under "Nearby" I personally think "Leads" being an option to search nearby makes more sense than "People" … Switch it to ( Leads , Deals , Organizations) … your people are at one of these locations anyway.
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Add Project Module to Phone App
Simply, I don't understand why the project module is NOT on the phone app. Can you please add the project module to the phone app, android, and ISO.
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What is the best UX/UI way to log all mobile phone call activity?
I have a small outside sales team. They are all iPhone users. We recently launched Pipedrive to 3 of the 8 members. I expected that Pipedrive would prompt us to log an activity for both in and outbound calls. I see now that w/ iPhone Pipedrive doesn't do so for inbound calls and the outbound must be started from the…
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[Feature Request] business card scanning in iOS app
Further to Pedro M.'s suggestion, requesting business card scanning is added to the iOS app, just as it is currently available for Android per Introducing Pipedrive’s Business Card Scanner for Android | Pipedrive
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Restore the legacy dynamics for replying to Notes
A User shouldn't have to delete @ and press back to gain access to the menu which allows a User to reply to a Note. This appears to be a 'bug' in the last version on both iOS and Android devices.
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Projects Tool - Available for Mobile?
Hi there, I am eager to explore the new Projects tool but don't yet see it anywhere across the mobile platform. Will this be made available or will Projects only work in the computer platform? Thanks.
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I am a global admin on acct, why do I get an "Importing Items Permission" notice
I am just getting my outside sale team onto Pipedrive. Why am I not permitted to import contacts from iPhone to Pipedrive?
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Better ways of using Pipedrive: Close Deals anytime, anywhere with the Pipedrive mobile app
Learn all about how the Pipedrive mobile app helps you close deals faster here In this lesson, we’ll take you on a journey and show you how to make the most of the Pipedrive mobile app on the go without missing a beat. Learn how to find and use the features you can already enjoy on the web app, as well as a few more tricks…
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Add contacts faster via business card
Hey team, It would be cool if there is a feature that when you add a contact you just make a photo of the business card or a screenshot of the email signature and it automatically will be saved as a contact in pipedrive
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Enable Saving Individual Contacts via vCard Files
Currently, Pipedrive allows you to sync your contacts to your mobile device in two ways: Sync all contacts. Sync none of them. However, there is no option to save contact details individually, which could be very helpful for users. A simple and universal solution could be to enable saving individual contacts via a vCard…
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Using iPad to browse the Pipedrive website and add new deals
I’ve found a bug in the pipedrive website app when used on an iPad. I can’t find any way to report it to the developers. Does anyone know how to do this? In case it’s done via this forum, the bug is: When creating a deal, you enter the name of the person and select “add this contact” in the pop-up as normal. You then add…
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Done activities to fall down to the bottom
Hi all, I'm using the pipedrive app on Android (coming from Apple where I had this feature that every time I marked a task as done it fell to the bottom so the remaining open tasks are on the top for better focus) Now switching to Android, I noticed the task stays on its place, just crossed out as completed. Is there a way…
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Why is call logging no longer working in iOS?
I noticed a new issue with the iOS app. When I make a phone call it doesn't log whom I called, the Company, or the deal. I have to manually fill this out even though I just made the call directly from the contact's information in the app.
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Mail by Phone
Hey Pipedrive Team. How can I make a rule that every new salesman can MAIL by Pipedrive Mobile App with the same SMTP mail that desktop already got.
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Deal ID visible in mobile app
It would be great to have the Deal ID visible in the mobile app and in the desktop (browser) version also somewhere else than only in the url. TIA!
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New: Business card scanner for Android 📱
Hi Pipedrivers! The latest update to the Pipedrive mobile app for Android includes the beta version of the new business card scanner feature. To use it, tap on the main ”+” button and then tap on ”Contact scanner.” Your device’s camera will capture the card details automatically and allow you to convert them to a new lead.…
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Contact photo enlargement on the iOS app
Similar to using LinkedIn, if you click on a contact's photo in the app you should be able to see a ~full screen pop up of the contact. We have older staff using the app and it's difficult for them to see the photo. The web platform already does this, which is great. Needs to be in the app as well. Thank you.
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View all deals on mobile
Let me view all deals in a global view on mobile, no need to jump between pipelines
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Pipedrive App Needs Field Groups
We have utilized field groups on all of our records: Deals, Orgs, and Persons. These groups should be reflected in the Pipedrive mobile app, but they are not! This is important because we have a bug in our system where some unnecessary Person fields were added, which we cannot remove or edit. So we have these fields sorted…
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Live Chat on mobile
I don't find that live chat works on the mobile app the way this video says it does... https://support.pipedrive.com/en/article/live-chat Can someone please make sense of this for me because I pay an extra $50/month to use this live chat function but I can't even find it on the mobile app.
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iOS Picture Upload - Limited Images
In uploading photos from my iPhone 14 Pro, PipeDrive will only allow me to upload a maximum of 4 images at a time. Does anyone have a solution where more pictures can be uploaded at one time?
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sms in activity list
Is there a way to have text messages sent via the app to show up in the activity list for a prospect?
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If i use, for example, Openphone to make calls in Pipedrive, i can use it too in my mobile app?
With me team, we´re thinking to use Openphone like our new phone call in Pipedrive. Some of our members use their phones to make calls, so i dont know if Openphone is allow to appear in the options to make call in the mobile app. When i used it, it showed me just call, my own phone and whatsapp, but not another option.
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Send WhatsApp messages, documents, quotes etc. directly from within Pipedrive
Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?
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Emailing in the Mobile app
We would like to be able to use other mails than Icloud and Gmail in the mobile app. Is there a workaround for this?
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Products not accessible from Android mobile app
We have this issue since the beginning of the week. We tried to uninstal and reinstal the app but we do not have access to the products anymore…