Project Management

From Zero to Launch - How the Pipedrive team launched a new product from scratch 🚀 | September 8, 20
🔔 6 pm EEST time (GMT + 3), September 8th: Don’t miss out on this event and reserve your spot today! 🔔 Most product professionals will have to work with an existing product or a subsection of it. Launching a new product is an experience very few go through. Luckily, these days Pipedrive is going through a transition into a…
Click through our prototype and share your thoughts with us
While we're developing the backend of our solution we're prototyping how the front end should look and feel for you. Check out our latest prototype by clicking here. Once you've gone through it, please respond here and answer the following questions: * When would you start a project? (while in the sales process, after…
After-sales project management for delivery latest prototype
Hi all! Since a little while we're working on a new Pipedrive area to handle after sales project delivery. At the moment the idea is that it will most likely become available as an add-on that can be purchased on top of any subscription for those in need of a better after-sales delivery management. Interested? Join our…
Looking for feedback 🧐
Hi all, We're getting closer! Due to various reasons we haven't yet started development of a project management solution, but currently myself (Product manager) and my teammate (Engineer) are prepping the work so we can soon expand the team and start building. To get some early feedback from you all, we made a really quick…
Projekte anlegen?
Hallo, als neuer Nutzer vermisse ich die Funktion, ein Projekt anlegen zu können. Wie macht Ihr das? Ich brauche kein ausgeklügeltes Projektmanagement, aber zumindest die Möglichkeit, ein Projekt anzulegen, z.B. so etwas wie „Relaunch meiner Website“. Das ist weder Lead noch Deal, trotzdem möchte ich natürlich meine…
Need to continue work after you close a deal? 🛠
Hi Pipedrivers! Does your work end when a deal is won? Probably not! Ever wished to continue work inside Pipedrive after winning a deal? Or perhaps you are already using workarounds to achieve this? If you have tasks and projects to manage outside of the sales phase then we're working on the solution for you! 🚀 We haven't…
Hi Project management enthusiasts! Great news 🚀 Our executive team has approved the plans to create
Hi Project management enthusiasts! Great news 🚀 Our executive team has approved the plans to create a first/Alpha version of a project management solution inside Pipedrive. 🥳 Please vote below and tell us if you would be willing to help us with interviews and testing once our first version is live to make sure we build the…
Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
The latest on project management
Hi Pipedrivers, Just wanted to give you a small update here as you haven't hear from me for a few weeks. In the past weeks we've had interviews with about 50 different people (some of you as well) and have worked on some solution concepts based on their feedback. In ~2 weeks we'll pitch our findings and strategy to our…
Project Management Tool within Pipedrive
Hi all. I read some posts from ~ year ago where PiD was looking into a PM tool...does anyone know if this has been built yet? If not, aside from creating a 2nd pipeline for PM any other way folks are using PD to manage projects? Thanks!
Project management status update - next research phase
Hi all, Last week we've finalised our first round of research. We mainly spoke to sales people involved in the project/delivery management. Next week we'd love to talk to non-sales people in your team working in the project/delivery process. In case you have some team members we could talk to then please forward them this…
We're starting our research next week!
We've found enough people to interview for now, thank you all! Hi Pipedrivers, Wow, in just a month we have grown to 50 people in this channel 🚀 Next Monday we are officially starting our research phase. Our goal is to get many valuable insights that will give us enough validation we should build an amazing solution in…
Looking for a GREAT flexible calendar with Zapier / Integromat connection
Hello All, I'm working with a roofing company that has 2 in house crews and sub contracts work out to various crews depending on the complexity and location of the job. I can't seem to find any great calendar applications that everyone can easily access and I can integrate into Pipedrive via Zapier or Integromat. Anyone…
Book some time to talk 🙌🏻
Hi project fans! Instead of polling who available for a talk with me I thought it would be easier and quicker to just drop my link in here. Please book some time with me to talk for about 30-minutes via Zoom about Project Management in Pipedrive. 👉🏻 Find a time that suits you here 👈🏻.
What resource planning software can we integrate with?
In our professional services quotations we allocate future resources. We would need to get insights about the capacity for delivering projects once we win it. And manage the resource in the post sales face. We have an integration with Quickbooks but there is no module for resource management.
Let's get started 🚀
Let's kick this channel off and build an amazing Project management solution for Pipedrive 🙏🏻 This could mean your solution is what we'll build in Pipedrive or it might work well together with other solutions you're already using. Please comment/react to this post and tell us who you are, why you decided to join this…
Tracking projects after a win. How do you use Pipedrive to manage lets say assigning tasks to your p
I work for a LED lighting manufacturer. We currently use Copper, and I want us to move to Pipedrive. Copper has a section for Projects, things that have to happen after a sale happens (ours has To Do, In Progress, and Done in a board view). Is there anything like that in Pipedrive? I know there is an integration to Trello,…
Pipedrive and Monday.com?
Anyone using PD with Monday.com for post-sale/implementation planning/project management? What does your workflow look like?

Project Management

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