Great minds think alike

To log emails with customers, a BCC for each deal would make sense. This has Pipedrive already ...read more

I would love to have the ability to set up a workflow for a deal stage to advance to the next stage once all the tasks under the existing stages are complete.    This would be helpful to keep the deal moving by  auto advancing it to the next step and bringing forth new tasks to complete. It also removes an administrative step by the deal owner of remembering to advance their deal when all tasks are complete and gives leadership a clearer, real time, quick glance view on where the deal sits.    In summary, using the screenshot as an example, it'd be great if a workflow could be set up so the the deal automatically moved to "account review" once all the tasks in "intent to terminate" were marked as completed    ...read more

I have just completed a query for my business. our application forms attached to the templates are in the editable form when attached as an attachment to an email.  I have them in my templates but they are attached as a link that unfortunately does not allow the prospects to edit the form with one click without downloading. That is an extra step that might discourage the prospect from filling out the form and it is affecting my business.  I would love to have a solution for this problem ...read more

It would be amazing to have the ability to update payment schedules via workflows.   For example, we have a custom property (dropdown) within a Deal with the the below options: - One Time Payment - 3 Monthly Payments - 6 Monthly Payments   My team does not always use the quote tool. Therefore, forcasting with multi-month billing isn't accurate. If we could have the deal created via workflow, and the payment schedule updated via that same workflow - my teams wouldnt have to touch the quote tool.  ...read more

Who Sales, Account Management   What (Goal) Document relationships between Companies and Contacts   Value Ability to report on relationships between Companies as well as Contacts. Better identify opportunities for prospecting and/or value add to Companies/Contacts.   Examples Currently there is only a way to relate companies as Parent or Child, this is insufficient when looking to capture additional context to a relationship in a structured manner.    Would like to have the ability to relate Company A with Company B while giving context to the relationship. Then the ability to report on these relationships, i.e. who are all of the Suppliers to a Company, who are all the Competitors to a Company, who is receiving Services from a Company, etc.    Examples:  Company A is a Supplier of ABC to Company B Company A is a Competitor to Company B Company A is Currently Receiving ABC Services from Company B  Ideally this relationships will be listed in a pod within each Company and we'd have the ability to create types of relationships, i.e. Supplier, Competitor, Servicing, so that there is structure, and then the ability to provide additional notes about this relationship.       ...read more

RingCentral integration was abismal. It would be nice, especially for third party app integrations ... if the text thread from the app could appear in the right column in the contact and associated deals.  ...read more

One piece of functionality that I keep wishing HubSpot had is being able to query an associated record's list/workflow membership.   For example, let's say I have a bunch of contacts in a workflow, and our client wants to know how many companies all of those contacts represent. I think it is most logical to create a Company list that says, "If at least one associated Contact is enrolled in any of X workflow (and this company is their Primary Company)" add the company to this list.   Even if this functionality were to be limited to use only within workflows, I could at least create a Contact workflow with enrollment criteria of, "If you are enrolled in X workflow" then add your Primary Company to X static list. But, again, we're unable to add a Company to a static list within a Contact-based workflow.   Why can't something like list membership or workflow enrollment be an array-like read-only property stored within the record so that lists, workflows, and other records can see/query them easily? ...read more

It's currently not possible to scan a QR code of Business Card on the ipad app. Most, if not every tradeshow, we have to use a web form to do lead capture as opposed to being able to utilize our trade show booth ipad to take down this information.  This is very limiting and confusing because it's available on the iphone but not the ipad.  ...read more

I am just testing the Community Tool submission tool.  ...read more