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Project Management
Project Management
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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 started development yet but join our closed community channel and check out the latest post there including a very very very first version draft of our prototype.

We're looking for your feedback, questions, comments to make sure that in the near future... (More)

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 across 1300 restaurants throughout Europe. Each venue constitutes an individual quote to be won and delivered. The contract runs from 1 Jan to 31 Dec 2021.

Questions and challenges:

  • From a forecasting point of view, is there a way to input... (More)

How to integrate multiple pipelines efficiently?

Dear Pipedrivers,

my company is currently planing to pull our entire customer interactions into Pipedrive. It started with Sales, than Onboarding and now we are considering implementing the entire Customer Support into Pipedrive as well.

There is one major issue, that I just couldn't work out so far, though: Efficiently connecting each Pipeline to the next.

What exactly is the issue?

For multiple reasons, we not only use different Pipelines, but also a different version/copy of the original Sales Deal: We want to keep insights useful and mark Deals that are won as "won". If you do that, you have... (More)

Tableau de gestion

Bonjour à tous ! Je suis chargé de tenir un tableau de gestion pour mon équipe commerciale. Pipedrive propose-t-il un template ou une fonctionnalité pour tenir un tableau de référencement des clients signés avec leurs différentes caractéristiques (Secteur d'activité, cas d'usages, objections, commandes passées...etc) ? Merci !