Pipedrive Posts

Activate the Rebuilt Smart Email BCC and New Detail Views

Note: This post only applies to users who started using Pipedrive prior December 18th, 2014. If you joined after this date, the Smart Email BCC and new detail views are active on your account by default and there is no need for manual activation.

Late last year, we completely rebuilt the Smart Email BCC feature, as well as our detail views. The new Smart Email BCC feature is more reliable, easier to use, and gives you more control over linking emails to deals. The new detail views are faster, smoother, and give you better information quicker.

What’s changed: Dropbox vs. New Smart Email BCC

Emails instead of Activities

Instead of emails, the old Dropbox system created Activities in Pipedrive and the contents of the email went into Notes. Moreover, there could only be one contact connected to the email, not two, three or more, which often happens with email communication. (more…)

Product Update: Related Organizations, List View Improvements and More

If “the devil is in the details,” our product just got a lot more evil-spirited. This week we’ve released four improvements that make Pipedrive better in small but important ways.


5 Years, 100 People and Lessons Learned

pipedrive 100 cakeThis year Pipedrive turned five years old, and today we crossed the symbolic line of 100 employees. I am incredibly happy to see the idea for Pipedrive coalesce into a group of fantastic individuals that have come together to make our product and service world class. While it’s taken some time to get here, in the grand scheme of things, this is just the beginning of our journey.

So here’s a cheer to all of our 100 employees (and their dogs), to all of our customers and to everyone who has helped us get this far – thank you!

In reaching this milestone, everyone at Pipedrive has had to learn, adapt, rinse and repeat. With that said, it’s a good time for me to reflect and share a few things that we’ve learned over the last five years.

Getting to 100 hasn’t been easy

I’m sure that any founder whose company’s headcount has grown beyond this number can attest that getting to 100 people isn’t easy. Mainly because it’s never simply about finding 100 people to hire. The difficulty lies in finding a 100 talented people who fit with the culture and the team, can continue to add value, and welcome more challenges ahead.


Private Filters aka How to Reduce Noise in Your Filters List

Filters in Pipedrive let you create various types of reports about deals, organizations, people and products. They’re helpful for finding specific data like “Deals closed last month” fast.

Historically, all Pipedrive filters have been publicly shared across all users in a company.  This works perfectly fine in a small team where the number of filters is low and they’re easy to find. In large teams, however, it means trouble – if everyone’s filters are visible to everyone then there’s a lot of noise, and finding either your personal filters or the filters you need to use becomes slow and cumbersome.

To rectify this, we created Private Filters that allow you to find your personal filters with ease without having to create “named filters” anymore. With Private Filters, it’s easy to view the filters you’ve created without needing to scroll through a list containing dozens or hundreds of irrelevant ones. You can easily create new filters without littering everyone else’s view. (more…)

How to Define a Sales Pipeline? SeamlessDocs Tracks Cold, Warm and Hot Leads in Separate Pipelines

seamlessdocs logo

All leads are not created equal – some are hot, some are cold, and some are in between. To close them, you need to take different approaches for each one.

A company that has this figured out is SeamlessDocs, which helps organizations convert any PDF into a smarter online documents and provides them with e-signature software. They have 3 different and highly detailed sales pipelines for hot, cold and warm leads, which their Analysts and Associates use once they take over from Sales Development Reps.

We talked to VP of Business Development Marc Ende, who told us about their extremely detailed approach and about the importance of calling their prospects.