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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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business card scanner for IOS
would love a business card scanner feature for Apple products
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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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Bug 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 and on deal page in browser.
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…
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New: JustCall integration for Android
Hello pipedrivers! The Pipedrive mobile app for Android now offers a new option to call your contacts using JustCall! As long as JustCall is installed on your Android device, you can set it up as a caller option in the Pipedrive mobile app settings. Then, JustCall will be available to make and log calls. This update is…
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Custom fields not accessible in the mobile view
Hello, I have discovered that custom fields I have created (which are key customer identifiers in our business and search) are not able to be used on the mobile phone view. This means when we are out in the field we can not search for our customer, upload photos or documents easily to their file. It means photos and other…
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Is there a good way to attach multiple files using the mobile app?
We are in the real estate business. We take a lot of pictures at our properties (deals). Managing all the pictures after the fact is confusing at best. When attaching a picture to a deal, we are able to select only one picture at a time. Is there a workaround to this? So we can select a bunch of files at one time? And/or…
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Changelog for phone calls triggered by mobile app without an activity
Current Situation: Currently, we often call customers without creating an activity, which complicates tracking for the realization team. However, it is crucial to track that someone made a call to the customer. Requirement: We need a changelog in the customer details that records calls made via the button in the mobile…
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Web to Mobile calling
I have just upgraded my mobile to an Apple 15 Pro Max and running iOS 17.5.1 and the web to mobile caller feature is no longer working. The instructions are out of date on the PD help site and the Notifications screen looks nothing like what they are showing. Thi is what I currently see with no option to activate…
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View Documents in Mobile App
We heavily depend on the information inside the documents in every deal. Is there any possibility of having that feature possible with the mobile app to view the documents?
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Mobile app not supporting recurring meetings
The mobile app does not support recuring meeting invites, when synced with Outlook. How can Pipedrive be a CRM focused on sales and have a mobile app that does not fully integrate with Outlook? Seems like a huge oversight that my outside sales team can't see their recurring meetings on the Pipedrive mobile app, even though…
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'Magic email' 2FA sign-in is beyond awful - please offer an alternative!
I love Pipedrive and almost every feature that it offers. So, I take no pleasure in the fact that Pipedrive also contains the single most infuriating 'feature' among any of the 10+ apps that I rely on to run my business. 'Magic emails' for 2FA are beyond awful. I struggle to describe how broken, nasty, and messy this…
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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…