-
Alternatives to Pipedrive after new Insights?
Hi Everyone I am really frustrated with the new insights. And I tried, I really tried. If any one knows alternative CRM with similar Kanban+Reports, I would be more than thankful. Best Miguel
-
Opportunity to share your company's story with Pipedrive product teams ⏰ Jan 18, 2023
Hey everybody! 👋 We are planning to kick off year 2023 with an internal product teams meet-up which we want to start off with a Customer Panel discussion: online on January 18th at 11:50AM-12:20PM (Estonian time, UTC+2); with the theme “Getting business value with Pipedrive” (i.e.,how Pipedrive has helped you to reach your…
-
Email Link to Deal by subject content
Suggestion : use subject line to match email to existing deals - not just sender. I have vendors who email on multiple deals. The subject line usually includes the property address, which is often also in the deal name. Easy to match if Pipedrive looked. It could also work for any other variable if the user included the…
-
Automatic update of deals in current Pipeline view
Currently the Pipeline view does not update anymore when things within the deals happen, unless there is a complete refresh. i.e. A deal has been rotting for 2+ days and is marked red; I go into it and complete an activity; I go through a link to the pipeline view again; Deal is still marked as untouched for 2+ days. The…
-
Feature Suggestion | Delete Multiple Filters
I wish we could delete multiple private filters at a time
-
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…
-
Enable Shift key for Multiple Selection of deals/orgs in List View
Currently to do any bulk actions we need to click 1 by 1 on each item in a list. This is painful. Please enable the standard use of Shift key to easily select a group of items. It should work similar to Excel or google sheets.
-
Revamp people overview in deals
Team and I had noticed over the last few weeks that it is not very handy how the person associated with a deal is displayed, and that there is only one person displayed there. Not only in ongoing deals is there a need to see who is involved when a deal moves up the chain or along the pipeline to someone else but we already…
-
Duplicate Filter Criterion Button! - LOW HANGING UX FIX
Many times we need to duplicate criteria in a filter but we are forced to manually add it again. There should be a duplicate criteria button next to every criterion. It's a small fix that would help a ton! This is very tedious in situations that require specific repetitive criteria such as ANY organization -> address…
-
New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
-
Merged: Private and Visible 2-way Calendar Sync that keeps personal meetings etc private from other…
This discussion has been merged.
-
Search by Pipedrive ID
It would be great if we could jump directly to a deal based off of it's ID number instead of having to change it in the URL. We use the ID# for our quotes and when someone gives me a quote number it would be awesome to be able to jump right to it.
-
Upload multiple photos
My salespeople have not been uploading photos on deals because they have them on their phone and it's too tedious to upload them one at a time. When is batch uploading going to be added? (Please like/comment if this is important to you too)
-
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…
-
Workflow automation search suggestion
I think there could be an improvement in the workflow search. Once you've performed a search, there is no indication of the search criteria. The only indication that you have searched is that there is (hopefully) a short list, and a "clear all filters" link. I initially didn't even realise that the link was related to the…
-
Merged: Do you need sorting (A-Z; Z-A; newest; oldest, ...) or drag sort options of within individu…
This discussion has been merged.
-
Add products to deal
As you are already aware this are needs a lot of work. You will notice this section is impossible to run reports of year end orders that might be placed, for example. You can see its impossible to run reports for yearly Urban Accessories,Urban Accessories-Frames,Urban Accessories-Tree Guards, Tree Grates, Madrax-Bike…
-
Gathering feedback about navigation (CLOSED)
Update: This research is now concluded; thank you for your participation. Hey dear Pipedrivers! 😊 We are currently researching how to improve Pipedrive navigation. For that I would appreciate your input. Have you faced any issues with navigation in Pipedrive? Have you struggled with finding something from the menus? Do you…
-
Filtering
Hi, Would it be possible for Pipedrive developers to work on filtering options in organization list view? It would be nice to have same quick filtering possibility like you would have in excel - a small arrow and a possibility to quickly check/uncheck specific values. Now it´s a bit of a hustle as you have to create and…
-
Directions button on activity and deal pages.
It would be nice if there was an easy way to open my preferred map app to give me directions to my organization on screens where an organization is linked, but I can’t click the organization address. For example, on the activity screen and the deal screen, I have an organization linked, but there’s no way for me to click…
-
Hiding Financial Details
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
-
View deal owner in pipeline view without adding filter
We would like to see whom the deal owner is in the pipeline view without changing the owner filter. We can then see at a glance who is working on each deal. We have a temp workaround by uploading a colour to our profile photos which then is displayed on the pipeline cards. A better solution would be appreciated!
-
Automatically add "+1" in front of all numbers in pipedrive
It is annoying to have to type in "+1" every time my reps use Caller. This should be something that Pipedrive can do automatically. Also, when I type it in the dialer, it doesn't save the change to the number in the organization or the person phone field. Seems like a great fix that will help the Caller user experience…
-
Suggest people to be added to a New Deal
When you create a new deal from the organization, the new deal form should suggest adding people already connected to that organization. Instead, I have to type their name in. If I forget their last name, I either have to cancel the new deal to check or scroll through tons of options before I find the person for that…
-
Left Navigation: add words instead of / in addition to the icons
I know you can hover to get a description, but it slows down one's work, especially new users. Being able to replace the icons with words (e.g. "Contacts") will help adoption by users in the company. One major reason we selected Pipedrive was its ease of use, so that everyone in the company would use it. Having words…
-
Scheduler is a powerful tool. The invitation goes to my client with the Pipedrive Green colors and t
Scheduler is a powerful tool. The invitation goes to my client with the Pipedrive Green colors and the Pipedrive logo. I would prefer the option to use the theme my LeadBooster uses. Ideally, my company's logo would be there too, not the Pipedrive logo. The client might delete the item because they don't recognize the…
-
Contextual time setting for activities
It's very irritating that I need to enter a start time for each new activity. For example- I have just sent an email from Pipedrive and I want to create an activity to follow up. By default, the best time to make a follow-up will be the same time I sent the email on some other day. Activities are basically 2 types- * A new…
-
Ability to configure visibility of goals without having to turn off visibility of all peer data
I to be able to restrict visibility of individuals goals without having to restrict visibility of any of their data
-
Merged: Please increase maximum Devices to 5
This discussion has been merged.