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Shared Inbox / Team Inbox
We should be able to use team inboxes. Like info@... Currently our company does this - but it makes managing the inbox inside Pipedrive a nightmare! Pipedrive should have some filters for the inbox, far superior to what is already there - it's extremely weak. We should be able to filter, and see emails linked with a deal…
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Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
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Bulk Delete Multiple Filters
I wish we could delete multiple private filters at a time
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White label?
Hi - love pipedrive. But we need white label. Talked to Pedro in support - very helpful - and he says this is not available. Are you planning on developing this and when would it be ready?
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"REASON LOST" Notes for "Lost Deals"
Hello fellow Salespeople... so, whenever we lose a deal and click that big red LOST button, a little comment box pops up and asks us for a comment. I use this little box to describe why I lost the deal (price was too high, customer went with a competitor, etc) BUT - WHERE DOES THAT COMMENT GO? When we go back and look…
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close button not working
Close button does not work. anyone have the same issue?
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Add the ability to have different Lost Reasons for different pipelines
The lost reasons list is a list across the entire Pipedrive workspace but within our business we can have different reasons for a deal being lost depending upon the pipe. Currently we have to show a long list of lost reasons to our users whereas being able to customise this based upon which pipe the deal belongs to would…
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Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
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Editing logos/shortcuts on the left side of the page
How does one edit the logos on the left side of Pipedrive? For example I would like to remove/hide "Campaigns" and "Marketplace". I have seen some demos videos where this appears to have been been done, however I am unable to find information on how to accomplish it. Thanks!
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Add create email endpoint
Hi, currently the API does not support neither creating a new mailthread nor adding a mail to an existing thread. This is very unfortunate as our SDRs are working with multiple email accounts for domain reputation reasons. The current email sync feature only allows to sync one email account... Even funneling all accounts…
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The shortcut of / is messing up the ability to type Dates fields
Can the shortcut of "/" for search be changed, its messing up our ability to type dates into fields as each type we type a slash / it jumps to search and moves away from the date. Making it hard to enter dates via keyboard.
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Microsoft 365/Outlook Email Add In for Pipedrive
Hey, When are Pipedrive going to launch the above? Apparently, there is one for Google Mail but not Outlook. The vast majority of other CRM/Competitors in the market offer this. I know because we have conducted a trial of a few of them (and we are staying with Pipedrive because of the customer service is excellent!)…
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Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
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Email compose window is way too small
In almost every spot in the pipedrive app where you can create an email, the compose area is just way too small. In the main New Email view, factoring in an email signature, the total height of the compose space is 200px, while there's over 400px space below the form field – why?! On this page, the email compose window…
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Expand All and Collapse All on Plan view in Projects - for Phases and Groups views
Please add Expand All and Collapse All on the Plan view in Projects. Reason: When on the Phases view on the Plan tab, we have 8 different phases and our users only want to, typically, look at the one (i.e. the current) phase at a time, to reduce mental clutter. Currently it's time-consuming / annoying to have to manually…
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Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
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Be a Pipedrive Pro: Another 6 Essential Keyboard Shortcuts you should be using
Knowing the right keyboard shortcuts for the job is an often-overlooked skill that saves time and boosts efficiency, and I’ve written here before about the Pipedrive-specific shortcuts you need to know. Most sales professionals often have to jump back and forth between Pipedrive and other tools or browser tabs, and that’s…
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Customize deal card in Pipeline Forecast View
In the sales pipeline view you can customize deal cards. It would have been great if that configuration also were valid for the Sales Forecast View, so you can see more information in the deal cards in Forecast View.
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Editing a Product's Price
I always find the navigation for things really hidden. It is usually hidden under My Icon > Account > Company Setting > Maybe data field or maybe not. I get crazy frustrated at how non-intuitive it is. Especiallyu if it's something aI rarely use. For example, I set up a product and I cannot find where to edit the price.…
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Colorizing activities in Calender view
Hello community and Pipedrive! I suggest adding a colorization feature to activities in calender view. For example possibility to give a color for activity A, another color for vactivity B, a third colr for activity type A, a fourth for acitvity type B, etc. Thanks for reading! Regards Carsten
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Sales Inbox - Keyboard shortcuts and fewer clicks required
Hi Pipedrive team! Sales Inbox is a great concept, but if it is 2 to 3 times slower to process an email inbox than something like Gmail or Outlook, it reduces our team's productivity and creates resistance from the team to use the Sales Inbox in Pipedrive. Pipedrive has got to be the shortcut (the fastest way), not "the…
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Could there be an "OPEN DETAILS IN FULL VIEW" option for the Deals, Pipeline view page!
As on the activities page, we'd love the "OPEN DETAILS IN FULL VIEW" option to be available so that we don't have to click into the deal or open a new tab to access the deal. Reason for this is we're looking to transition to following up on our Deals in the "Deals, Pipeline view page "instead of the activities page. I'd…
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✉️ Improved Email Recipient Suggestions for Team Collaboration 🤝
We are happy to share an improvement to the recipient suggestions functionality in Pipedrive’s email composer. What’s new: Recipient suggestions in the To/CC/BCC fields now include Pipedrive users within the company account, alongside existing contact suggestions. Why: Sales is a team effort, and our customers have shared…
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✉️ Exciting Updates to Email Linking 🔗
We’re happy to announce two enhancements to the email linking feature, designed to improve your workflow and data accuracy. Linking email threads to items like deals, leads, and projects ensures clean, organized, and accessible data. It gives you a complete view of sales communication, making it easier to track…
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Horizontal scrolling: Improve visualization of multiple stages pipelines
1.- For pipelines that it has too many stages, let's say over 10 stages (and when it is not negociable ):, to have the ability to spread the view with a horizontal scrolling at the button will be very useful, other wise it is looking very weird like: 2.- In the last case, present a better solution to show the names of…
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New: Restore deleted data in Pipedrive
It’s not unusual for users to accidentally delete data from their account, or even deliberately delete data and later decide they still need it. So, we made the process of restoring deleted data even more straightforward. You can now find two new options within the Pipedrive interface: Under Tools and Apps > Restore data…
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Company Names - Parent/Child associations - Can I tuck many locations under a master account?
I am adding a customer to my database that has 270+ locations (all the same company). I added the parent company as the corporate name, (Mining Corp). The remaining locations are also called the same name (Mining Corp - Quarry 1, 2, 3, etc). Now back in Pipedrive, I am in the Org view and I click the letter M to sort, I…
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Calender View Settings
Hello community and Pipedrive! My suggestion is to add different view options to calender view like in other calenders. Currently we do only have a Monday to Sunday view. Problem with this feature is that you cannot see the title of your activities without clicking it. How about adding a few more choices like Day (shows…
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Checklist / To-do list feature
Hello, I think it would be very helpful to add a checklist feature (with use of templates) alongside the notes/emails/activities/files tabs. Ideally the checklists could be pinned to the top. And checklist templates would make this amazing for me.