Pipedrive Search: Better, Faster and More Organized

Pipedrive search

A key part of successful sales is the ability to put your finger on the right information at a moment’s notice. Time spent poring over long lists of search results is always better spent focusing on sales. There’s also nothing worse than having to look through page after page of organizations, people and notes when you know you’re looking for a specific time-sensitive deal.

So what’s new in Pipedrive search?

In an effort to help you stay organized we’ve overhauled the way searches happen inside Pipedrive. You can now narrow your search parameters according to Pipedrive categories before the fact, rather than just getting a mixed list of results and having to sift through them manually.

Let’s look at an example:

You want to find a specific deal, but it has a somewhat generic name, let’s say Smith. You also have several contacts named Smith, some files with the same name and several Smith organizations. In the past, you would have had to wade through a list featuring all of these. You could say it was like looking for a needle in a Smithstack.

Pipedrive search update

With this upgrade, you can select to search only Deals, People, Organizations, Products or Files. In fact, a smart list drops down even before you click search, so you will often be able to go straight to the result you want, rather than a list of search results.

Even if this is not the case and your result is lower down, if you’re searching for a Deal, the search results will only feature Deals. The same obviously goes for People, Organizations and the rest.

Of course, when you have only a vague idea what you’re looking for, you may want the full results list. We’ve left the ‘All’ button there for these situations.

How do I get the new and improved Pipedrive search?

The Pipedrive search upgrades outlined above should be visible in your search bar already, as we are rolling this out to all customers simultaneously. Go ahead and try it for yourself.

Happy closing

Join Pipedrive CTA

Jüri Tomingas

Product Manager at Pipedrive.

  • Mario

    well done. One more suggestion: should differentiate between “all deals” and “open deals”: customers that run on Pipedrive since several years may find this very helpful

    • Jüri Tomingas

      Thanks Mario! This is definitely worth a deeper look.

      • RL

        I agree with Mario, please make “all deals” and “open deals” and inside notes or activities

  • Very cool. Nice upgrade!

    • Christopher

      Thanks Keith! More to come in the near future 😉

  • Zoe

    I want to allocate a job number to a deal, which I can do with a customisable field but then if I search for that job number it doesn’t find it

    • Christopher

      Hi Zoe,

      The search bar doesn’t cover custom fields or notes at the moment but we are working on that at the moment.

      Christopher
      Pipedrive Support

    • Ēriks Bērziņš

      The same here! It would be great to search by telephone number!

      • Joel Jesus

        Hey Ēriks,

        Thanks for the feedback. Can’t search for custom field contents yet but we’re working on that.

        Joel
        Pipedrive Support

        • Ēriks Bērziņš

          It works only in People contacts, not in Organization contacts.

          • Christopher

            That is because in People, you are using the default field so this is searchable.
            A phone number field in organisation would be a custom field so it isn’t searchable yet.

            Christopher
            Pipedrive Support

      • Christopher

        Hi Ēriks!

        If you store your phone numbers under the default phone field, you can search by phone number.

        Christopher
        Pipedrive

    • Nick

      Hi Zoe. We’ve been using Pipedrive for 18 months now. Really needed custom field search so developed our own search tool. Its open tool useable by all Pipedrive users. Its in private beta trial but send a request to hello (at) searchpipedrive.com and we can add you on. Nick

  • Bruno Salles

    Very good! One more suggestion: The search feature could also search the custom fields. I add a lot if information for later searches in a custom field, but the search feature does not recognize it.

    • Christopher

      Hi Bruno,

      We are working on making custom fields searchable. This is the first step in our improvements 🙂

      Christopher
      Pipedrive Support

      • Arnas

        Impatiently waiting for that!

      • James Thomas

        Definitely needed – thanks for recognizing.

  • That’s quite a good update. Waiting to make use of it. I guess it will be cool with the said explained features.

  • Rena

    Thanks for this feature. Mario’s and Bruno’s suggestions below would be great, too.

  • Damian Hehir

    I’d love to be able to search within notes (or activities). Eg. I could search for who was using that awesome system called Pipedrive that I took a note of – and it would popup…

    Forgive me if there is a way to do this now!

    • Damian Hehir

      I use the notes function a lot, so would be great if I could search within as sometimes my memory is not so good! 🙂

      • Mario Tasane

        True, notes (and custom fields) are currently not searchable yet. We plan to make that available in the future. Sadly, we cannot offer any ETA on this.

        • Jesse

          +1 on searching for notes. I really appreciate this upgrade to the search function and hope notes will be added as another search possibility in the future. Keep it up!

          • Mike Guinan-Browne

            I agree totally! Searching through notes is HUGE!

          • Damian Hehir

            the people have spoken! Let’s make it happen @mario_tasane:disqus 🙂

          • Mario Tasane

            Ok, give us few weeks 😉

          • Jason Russell

            People have been asking for that feature for well over a year. Might want to replace weeks with months, at the very least.

          • Mario Tasane

            Hey Jason, we are very close to internal testing phase. It is coming! I wish we could commit to a specific release date – at this point, we are focused on getting it right. We will post an update once we release it. Thank you for your kind understanding.

          • Jason Russell

            Thanks for the update.

          • Rena Bennett-Dellwo

            Really looking forward to this feature!

          • Leonidas Needafixer

            Hi Mario

            Any updates on this?

          • Mario Tasane

            We are getting close to the initial soft release! There is still some work to be done. I will not be able to commit specific dates as things may be shuffled around still. Thank you for your kind understanding!

          • Leonidas Needafixer

            Thank you looking forward to it!

        • Jason Russell

          The fact that notes are still not searchable is amazing to me. I can’t imagine trying to use Pipedrive as a full time CRM without this feature. It’s a real shame because otherwise it is a great program. Seriously can’t stress enough what a downgrade this is for the program.

        • lucasmx

          For God’s sake make this future sooner as possible!!

      • Nick

        We’ve been using Pipedrive for 18 months now. Really needed custom field search so developed our own search tool. Its open tool useable by all Pipedrive users. Its in private beta trial but send a request to hello (at) searchpipedrive.com and we can add you on. Nick

      • sam

        +1 for searching notes

    • Dani Mead

      YASS!!! Totally with you on this one Damian… This is a key feature we so desperately need. We wasted so much time manually going through each client last year to see who we posted marketing material too. Had to revert to saving it in a spreadsheet (and we all know where spreadsheets go…)

  • Mordechai Bodner

    Thank You for listening!

  • David Griffith

    Finally!!!!! 😀

  • lucasmx

    Nice! Although what I expect most is being able to search custom fields…

    • Mario Tasane

      We hope to add this functionality in the future. Sadly, I cannot offer any ETA at this point.

  • Southtier

    Not to distract from the obviously awesome update to the search facility. I do wish for a complete global search of notes, emails, especially custom fields.

    Looking forward to seeing something materialise from this.

    • +1 on that!!!

    • Joel Jesus

      Thanks for that! We are working on making custom fields searchable. As for emails, the ability to filter them is near release.

      Joel
      Pipedrive

  • Gerri Hagspiel

    This is great. but one thing i am missing. how can i do a search through my notes and Activities
    thx for this
    gerri

    • Joel Jesus

      There is currently no way to search your notes or activities. You can create a filter under the “Activities” tab though to help you find the activities you’re looking for.

      Joel
      Pipedrive

  • AmericanJew0002356432

    this is great, but i was really hoping for email search. i can’t believe you guys removed search when you upgraded the email layout. i need to scroll forever to find emails. upgrading to a gold account just for automatically linking emails seems a bit silly. search seems basic enough to be included.

    • Joel Jesus

      We understand. With the rebuild of our email layout, search was unfortunately a feature that we removed. It won’t be gone forever though and pretty soon you’ll be able to filter through your emails.

      Joel
      Pipedrive

  • AmericanJew0002356432

    i think the default search result should be either deals or contacts, but not ALL. with “all” it takes an extra click every time to filter to the desired type. rarely do i need to search everything in such an unorganized fashion. and waiting impatiently for you to add EMAIL to that filter list… but thank you for an awesome product. just some suggestions.

    • Joel Jesus

      Thank you for the feedback! We appreciate it. One could say the same the other way around. In an attempt to keep it as universal as possible this is the most effective way we found.

      In regards to the emails, the ability to filter them is near release. Won’t be long now!

      Joel
      Pipedrive

      • Arturo Ojeda

        Maybe some middle ground would be to store a cookie that saves the user’s preference: if they select the “deals” category, remember it as the default the next time he searches for something, instead of showing the “all” category always.

        • Mario Tasane

          This is great feedback. I will make sure to pass it along. Thank you!

        • AmericanJew0002356432

          might be easier to just plain make it an option in the settings to select the default search field, or just default to the last clicked filter.

          • Arturo Ojeda

            The thing of having it as an option in the settings is that the user must go there to change the setting, you have to make him think.

            With the cookie he just performs a natural action and it is remembered.

            Something even better would be to store that preference in a centralized way, instead of a cookie, so that the option is remembered even in different computers.

  • Juri, Mario: When the search returns zero results, why not let the user create a new contact or organization right from the search dialog? I.e., have a “Create Mary Poppins” contact/org button here: http://drod.io/0M0Y2t3f2L0Q

    • Joel Jesus

      That is an interesting comment. It will be passed to our developers so we can consider adding such a feature. Thanks!

    • Mario

      +1 make a lot of sense.

  • Vladimir Jesic

    We are using Pipe more then 5 years, and I can tell that we are satisfied 7/10.
    Main reason why we cant recommend someone who wants to start using Pipedrive is lack of search options.

    I really cant explain someone that there is no advanced search option. And nobody believe me.
    Try to imagine how is it like when you need to find your customer with name Jelena Petrovic (which is very often name in our country). Nothing will mean to you if you have her telephone address, more data about her… You cant find her with those data.

    Take a look in scrshoot of Pipe`s search in our case. We know about her that she is from Belgrade and more other data. But on which Jelena Petrovic from our search you will click?

    This is painful for all our team.

    PS
    maybe there is some way to search trough data and other fields but we dont know that. If it is a case, then please help us.

    https://uploads.disquscdn.com/images/f5af3da8661966b8eba667c94ae089331bf7f092c85c477a931cce8bb6caf19b.png

    • Mario Tasane

      Sadly, this is a limitation indeed. Search results will display the primary contact information only (Associated company, Email address, Phone number). At this point, I can only recommend using the People list view and the alphabet selector on top of the list to see additional details of the contact. Hopefully we’ll be able to build on top of our current search functionality to accomodate advanced searcing in the future. Sorry.

  • Hugh

    I very much need to search notes, Past activities, and especially emails brought into Pipeline; we’ve got hundreds of emails related to a Deal, and need to be able to search through them to find important information.

    • Mario Tasane

      We hope to add additional search capabilities in the future.

  • Hunter Spearin

    I’d love to be able to search using a phone number.

    • Christopher

      Hi Hunter,

      You can already search by phone number but the number must be in the default phone field as custom fields are not searchable yet.

      Christopher
      Pipedrive Support

  • Oktay Khodjasteh

    Great!!!!

    But it also would be nice to search by ID: number/ DEAL number…. for instead ….
    SEARCH: ID : 236……
    RESULT: ID : 236. =deal 236. Flyer proposal

    gr. Oktay

    • Christopher

      Hi Oktay,

      Yes it would be great! Hopefully we can make this a reality.

      Christopher
      Pipedrive Support

  • Signe Soonberg

    Thank you, good development which makes Pipedrive even more wonderful to use!
    …although I still miss searching contact in Inbox in order to find older email. I know it could be done in contact field but sometimes it is important to search in Inbox (e.g. to see whom else email was sent).

    Are you working on possibility to make handwriting notes to make notes taking process more natural during a meeting instead of typing?

    Good luck and looking forward for new and exciting developments!
    Signe

    • Christopher

      Hi Signe,

      Thank you for your feedback!
      The search box in the mail tab will soon be making a comeback. We are also working on email filters so watch this space.

      We aren’t currently planning to have handwriting notes but I will pass this on as a feature request.

      Christopher
      Pipedrive Support

  • Donatas

    It would be great if you could tweak your search one more bit and make it Culture-Insensitive. In Lithuanian we have letters like ĄČĘĖĮŠŲŪŽ and it bet would be very convenient if searching ACEEISUUZ would match these letters. For example searching MISKINIS would find MIŠKINIS. All search engines nowadays work like that and no need to switch between keyboard languages is time saving especialy when working from smartphone or laptop.

    • Christopher

      Hi Donatas,

      We recognise the issue and are working on how we can make this happen.

      Christopher
      Pipedrive Support

  • Daniel Watts

    Another suggestion – acknowledge spaces so we can search for “MIT ” and find the university organisation rather than say a contact “MITCHEL”.

    Oh that’s interesting – for the heck of it I tried “MIT$” and that seems to work. Do you support other regexp operators?

  • Bruno Salles

    Hello Juri. The pipedrive search is already working for costumized fields?

    • Christopher

      Not yet but it is on the way!

  • medellinmadman

    Not quite sure why pipedrive is so highly rated. You cant search notes, you cant sync notes with google contacts or pictures. Insightly you can do all of that and so much more with your contacts. Capsule can fully search notes also… Fix the google sync ( or dont charge extra for it ) this is a half baked crm if you cant find anything via search how does that organize you… google contacts is more useful and evernote for contact management than this

    • Christopher

      Hi,

      Thanks for your feedback.
      Further improvements to the search bar will come over the following weeks including searching for notes and custom fields.

      Christopher
      Pipedrive

      • medellinmadman

        Where can I place other feedback I would like to see the pipelines have color options

        • Christopher

          You can send all feature requests through to support: support.pipedrive.com

  • I Morrison

    hi can i search in emails?

  • I Morrison

    I was getting on quite well with Base till I realise it can’t search emails apart from subject (big deal). Nimble can, but it has a lot of confusing social networking fluff that I don’t need. Pipedive looks nicely bare-bomes and easy but again…. no email contact search or global search! aaarrrggghh!

    • Christopher

      Hi there,

      Email search and global search with notes and custom fields will be available in a matter of weeks!

      Christopher
      Pipedrive Support

      • Alfred Middelkamp

        Global Search on notes seems to be working fine now, custom fields not yet? Do you have an ETA on that? Any news on progress? We really need the address fields to be “searchable”…

        • Christopher

          Hi Alfred,

          Custom field search is in beta testing. We can easily add you to this if you wish.
          Can you tell me the name of your company?

          • Alfred Middelkamp

            Hello Christopher,

            That would be great! We work with several company accounts under login “Energieloket NL”, an example of a company name is Reimarkt Enschede (reimarktenschede).

          • Alfred Middelkamp

            Custom field search seems to work well in beta for fields that are filled AFTER we are added to the beta best, but fields that were already filled are not found by searching. Is that correct? Any chance you’re working on fixing that? Or is there a workaround, for example by exporting and importing all data?

          • Christopher

            Hi Alfred,

            We will send you an email about this shortly.

  • Star

    Is there a way to for the search box to only bring up open deals, not lost or old ones? I also agree the ability for it to be able to search through notes would be great!

    • Christopher

      Hi,

      This is something we can consider for a future upgrade 🙂
      You can actually already search for notes. We have just rolled this out to all users.

  • lucasmx

    Not only notes, but custom fields search is SO basic to me and still it isnt available… Such a shame as I’m pretty sure Pipedrive’s team is completly able to develop this quickly

    • Christopher

      Hi Lucas,

      We are in the process of testing and finalising custom field search so it will be available very soon.

      • lucasmx

        Thank you so much

  • Thomas Schulze

    Hi all,

    Your change brings problems in our usage, if search-terms contain “-“. This seems to be a change
    in behavior. If we i.e. search for an email address containing a “-” we cannot find it…

    I am not sure, if You intended to change the behavior in this context!?

    Kind regards

  • Cliff Learn

    Hi Group, I see that search within custom fields has been in the works for some time. Any update on the wide release of this feature?

    • Christopher

      Hello Cliff,

      We are still testing some things.
      You can contact support@pipedrive.com to ask to be added to the testing group.

  • Daniel

    Is there any way to search with a custom field? (in the search bar, not report)

  • Daniel

    Is there a way to search by a custom field? (in search bar not in report)

    • Anni

      Hello Daniel,

      You are able to search for the following custom fields: Text, Auto Complete, Numerical, address, Large Text, Phone, Date. You are able to enable which custom fields you want to be able to search in Setting>Customize fields>”Show in search results”>Yes.

      If you have more questions on this, don’t hesitate to reach out to us via support@pipedrive.com.

      • Fel

        Are there any requirements (company registered for testing, special plan, etc) for this?

      • Ivan Popenko

        There is no such option right now (

        • Christopher

          Hi Ivan,

          Can you try again now?

          • Ivan Popenko

            Works fine, thanks! Hmmm.. )

      • David Jacobson

        I need this feature as well. Currently in a free trial. Do I need to have the full/purchased version to have this option?

  • Mike Zecchino

    I’m having an issue with Search: searching for an email address only works for the first email associated with a contact. If a contact has more than one email address associated with it then the search engine does not find the additional emails. This has led me to create duplicate contacts because I don’t find the person by email. Any suggestions?

  • Ivan Popenko

    Excuse me sir… When search in custom fields has arrived? You promised it several month ago… :'(