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New user - CRM + task management + notes

Hi everyone, 

I am new to a company that is a client of pipedrive, but haven't really used it yet (that's my job). I am trying to figure out a few things. Any advice and guidance would be appreciated! 

  1. Pipedrive as a CRM: our deals (our own projects or partnerships with counter-parties) broadly follow: inbound lead -> dead or some amount of follow-up -> lots more follow-up -> 'won', but then live in perpetuity as something we would want to monitor and update for years following, including potential further actionable tasks relating to the 'won' deal as well as regular notes tagged to the deal.
  2. Task management: expanding here, we have many inbounds that need some amount of task management (simple tasks for reminders for follow-up calls, emails, or actionable tasks).
    1. Ex. Inbound new project (internal or external) requires me to do some analysis, reach out to a lawyer, speak to some folks internally, etc. 

The two other systems we use exclusively are G suite and Slack.

Currently, I am trying to keep track of all of my tasks in a Google Keep note, but this is amateur level and messy and not the best for collaborative task tracking.

Would love to hear what solutions others have come up with in similar situations.




is it possible to integrate Pipedrive with Asana so that a task is created with a certain structure of subtasks (there are subtasks for different departments), thanks!

Coming soon: Asana workflow automations ⚙️

We are happy to announce that Asana integration will be added to workflow automations, providing yet more opportunities to connect Pipedrive and Asana. 

What will I be able to do with it?

  • Access to more action and event combinations, and filtering possibilities that include Asana
  • Support for both Deals and Leads
  • Support for automations for multiple pipelines


Please note: Pipedrive reserves the right to modify and update the features announced in the What's planned? topic, and does not communicate exact timelines for delivery.

Subtasks for deals that have complex tasks

I would love to have the ability to create subtasks for tasks.

Subtasks would have a checkbox so I could track which one's I already did and which one's to do. 

Does anyone know any posibble app that could to this, or would be ready to be integrated?

Thank you!