What’s new with Pipedrive – July product update

Pipedrive Product Update

Let’s take a retroactive look at what’s new with Pipedrive. The video below will briefly review our most noteworthy improvements in the last couple of months.

To learn more about these features in detail, click the links within the video, or below.

In June alone, we released a slew of new features and upgrades:

  1. Activity calendar view
  2. Add multiple contacts to one activity
  3. Web forms customization
  4. Duplicate contact prevention
  5. Email filters – linked with open deal
  6. Updates to statistics & dashboard
  7. Deal velocity reporting (tutorial video coming soon)
  8. iOS – See reports and dashboards on iOS app
  9. iOS & Android – Mobile nearby filtering
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  • James Marshall

    Loving the calandar view to-do list!

    Please could we have the ability to attach products to multiple deals. Ideally through the pipedrive app, but even through the export / import tool. Please let me know if there is currently a way. This will help us (and I’m sure many others) with our product launches and forecasting.

    • Sergio

      Yes! Best option! Import products into deals! Ability please…

    • Christopher

      Hi James,

      Thanks for the feedback.
      It isn’t possible at the moment but we are looking at making improvements in this area.

  • Paul McKenna

    Please return the pie chart and custom period to the dashboard.
    I manage the sales for a construction group with 4 project service divisions, each with their own pipeline and external sales. It is important for our business to have a very simple graphic to show the representative progress of each. Of course my situation is further exacerbated by our financial year being measured May 1st – Apr 30, hence the QTR timeline being of no use to me.
    Thanks for the continued work on this excellent tool.

    • Kirill Grebtsov

      Hello Paul,

      Thank you for the feedback regarding the dashboard.

      Custom periods are a priority right now in terms of further enhancing dashboard and we do recognise the need for our users to have this option.

      Regarding the piechart for certain reports:
      We are currently looking into ways of visualising report data and hopefully soon would have more options for it.

  • Fowzie Smith-Tahir

    Love the videos…keep up the great work.

    • Christopher

      Thanks!

  • Rob Haskins, LUTCF

    I’m enjoying Pipedrive for my company as a new user. When I view all my deals in the list view, I would like to be able to filter the list in columns, like I could with an excel spreadsheet.

    • Christopher

      Hi Rob,

      You can filter based on columns but not on the columns themselves.
      I have passed the idea on to our Product Managers 🙂

  • I really wish you had templates we could use for emails. Like, Intro Email, and we could just select that, it pre fills in their name, etc and we could sell it.

  • I’d love to be able to have enriched data using something like FullContact or Clearbit where it can add the logo, social accounts of the companies and people in your system.

    Would also make it much quicker to add new companies and contacts!

    • Christopher

      Thanks for the feedback!

  • Rob Haskins, LUTCF

    I like that you sync with Google. Any way of adding a few more fields to sync with Google contacts, like birthday or website? Also, I send postal mail to my clients and the address link with Google doesn’t include the zip code. When I add or correct it, it adds a second address in the synced Google contact.

    • Christopher

      Hi Rob,

      At the moment, you can’t sync custom fields but we aim to improve this in future. Regarding the issue with address, I would suggest contacting our support team for help with this: support.pipedrive.com

  • Nice! I’m off to create my first pipedrive form 🙂 And well done on the new Stats!!!!!!

    • Kirill Grebtsov

      Hello Adam,

      Stas depicted in the video are captured from the live versions of Pipedrive. Your stats might look different because of the amount of data you might or might not have on Pipedrvie. If you cannot access same views as in the video – Deal velocity report or Dashboard, please drop a line to our customer solutions experts: support@pipedrive.com

  • Mark Wittman

    Is filtering in the list view in the product pipeline?

  • Stephen Myers

    Are there any plans for customization of the user interface forms? We’ve been working on complete end-to-end integration with our order management and provisioning systems. Three things that keep coming up are:
    1. Ability to control permissions to modify certain fields. For example we have Engineering review of proposals and created a custom field to track the review status. We don’t want users to be able to modify this field and subvert the review process.
    2. Ability to create custom action butttons. These would be to call external (our systems) web services to perform certain actions. We can do some of this with WebHooks, but some things are driven solely by the need for the user to trigger the action. One example is a “Click to Call” to initiate a phone call through our systems and then create the corresponding activity.
    3. Ability to “ScreenPop” to a user. Example is inbound phone calls from our system calling your API to open a Deal or Person and a corresponding Activity.

    • Christopher

      Hi Stephen,

      Thanks for your feedback.
      These are all good ideas which have been discussed.

      Even though they aren’t on our current roadmap, I will make sure that our Product Managers are made aware of these suggestions 🙂

  • Duncan Morrison

    1.It would be great if you could, like Salesforce CRM, create custom fields that are only visible to selected stages in a pipeline ie you can make it visible to all stages/pipes or to a specific stage. The reason is that each stage requires different data to be collected and placing all fields with a stage is misleading to the user. I do understand by doing this that when you move one pipe into another pipe that you carry the field values across, that is why I said that the fields are not VISIBLE. Therefore the field is in the background but not displaying. When you move it to the next pipe again the fields visible to the specific stage are shown. Its also a pity that the pipe moved into the next pipe is not appended to the new pipe ie extend the pipe with the new stages. Currently this information is lost and you are unaware that one pipe was moved into another pipe

    2. Another point is that custom fields should have hover over popups giving the user more information about the field. Each very difficult to explain to the user what needs to be collected without popups

    3. You should be able, like SalesForce, to create custom fields against an event. To just capture notes is very limiting as there may be standard “forms” that you need to fill out on a new customer visit and a different “form” for a repeat visit.
    Ideally there should be a drop down you can select (in the event) with form layout. each layout will have different user defined fields. eg new customer, existing customer.

    • Christopher

      Hi Duncan,

      Thanks for your ideas!
      They have all been brought up and discussed before and I hope we can make them a reality in future.

  • Jay Klos

    Getting to know Pipedrive and really like it for real estate. I have used other CRM systems where you can invite others to a activity. Say I want to invite someone to a meeting or phone call, I don’t see a way to do that? Please advise.