2020 was a momentous year. Like many companies around the world, our team at Pipedrive had to react to the impact of the global pandemic. We pivoted our strategies to give our customers the best fighting chance possible to sell their product and grow as professionals during a difficult year.
In this article and video, we run through all the key Pipedrive changes, updates, new feature launches and add-ons we brought to you in 2020.
In 2020, we made a number of updates and improvements to Pipedrive that all our users can benefit from, as well as launching some new features:
A new user interface
One of the biggest changes we made to Pipedrive last year was updating our user interface (UI). We moved the main menu from the top to the left side of your screen, freeing up room along the top for the new search bar, Sales Assistant and your account settings.
We also made it easier to navigate to frequently used features and added a new “add” button to the top, so you could create new items like deals and contacts from anywhere.
Read about all the changes in our blog article on the new UI.
We moved tools that were previously available in Reports to our new Insights feature, which fully replaced our old Reports and Goals by the end of 2020.
The Insights feature is far more customizable than Reports, allowing you to view and segment your data to suit your business’s needs.
Set up Zoom meetings in Pipedrive
We’ve added a new Zoom integration to Pipedrive, so that users can schedule, start and manage Zoom calls from Pipedrive in order to get sales context during calls and to save time switching between tools.
Read more about the Zoom integration in our article.
We’ve also made it possible for all our users to add images to their notes and apply color-coded labels to their deals.
Last year, we launched a whole toolset of features and add-ons to help you capture, nurture and convert high-quality leads.
Originally just a chatbot, we added Live Chat and Prospector to the LeadBooster add-on, as well as a new, improved Web Forms feature.
Use Live Chat to connect your sales reps with website visitors from anywhere (including their mobile devices), or let your Chatbot and Web Forms engage and qualify leads automatically 24/7. If you want to find leads beyond your website, Prospector will help you find your next business opportunity, safe in the knowledge that you’re following personal data regulations.
Find out more about LeadBooster in our article.
We knew that with all the great leads you were generating, you would need a place to put them, which is why we created the Leads Inbox feature.
With Leads Inbox, you can upload and store any leads who aren’t at a stage in your sales pipeline. Leads can also automatically flow into your Leads Inbox from our Chatbot, Live Chat or Web Forms, all part of the LeadBooster add-on. All you have to do is set up the save location of your Chatbot, Live Chat or Web Forms playbook as “Leads” and every new lead the tool finds will go straight to your Leads Inbox.
Read our article for more on the Leads Inbox.
As well as LeadBooster, we also launched the Web Visitors add-on, which enables you to uncover previously anonymized information about the organizations visiting your site, including how they found you, what they engaged with and how long they stayed.
Web Visitors will automatically rank organizations based on their web activity. You can then use these insights to optimize your site’s content and tailor your outreach to new leads or existing customers, anticipating their needs before you even make contact.
Read more about Web Visitors in our article.
For users on our Advanced plan and above, we’ve introduced a number of new features and improvements. Here are three key ones.
Sales Docs enables users to send trackable quotes, proposals and contracts from Pipedrive. You can sync Sales Docs with leading cloud storage service platforms on the market, including Google Drive, OneDrive and SharePoint.
The feature gives users the ability to create templates that automatically pull in Pipedrive fields data, cutting down on manual work. You will also be notified when your sales documents are opened so you can follow up and close deals faster.
An improved Products catalog system
Now, you can create a catalog of the Products you sell using custom fields, which can then be applied to your deals.
You can apply discounts, variations and even multiple currencies as you attach products to deals.
Then, as deals are won or lost, you can look back on each product’s performance using the new Insights feature, mentioned above.
Now, you can flexibly manage one-off and repeat business with no constraints.
With Recurring Revenue, you can set up repeat or subscription payment streams when creating new deals, allowing you to provide a better service to the customers making recurring payments.
Recurring revenue also syncs up with many of Pipedrive’s other great features. For example, with Insights users can:
Check out the Recurring Revenue feature in our launch article.
Here are key changes we’ve made to the Pipedrive experience for our users on the top two plans.
Since the launch of Sales Docs, we’ve also added eSignatures so you don’t have to print and scan documents to record signatures, meaning less time wasted and fewer copies to keep track of.
Check out our article on eSignatures on our blog.
In 2020, we created the Security Center, which enables you to monitor and manage all your company’s Pipedrive security from one place. It combines all of our security access, alert and data features, including:
Check out the Security Center in our article.
To help you maintain your data integrity and quality, we added required fields. Admin users can now mark specific data fields as required before a deal is created, moved into a specific stage, or has its status changed, for example.
Updates to Insights
As previously mentioned, our new Insights feature was launched in 2020. Over the year, we added the following:
Improvements to Caller
In March, we updated Caller for all our Professional users so that they could make calls directly from the web or through a smartphone, allowing for fast call tracking, recording and insights all in one place: their Pipedrive account.
Read more in our article about Caller.
Here are some of the other key highlights in 2020:
Last, but by no means least, Pipedrive received a major investment from Vista Equity Partners, a leading investment firm that specializes in partnering with growing companies like us. Thanks to this $1.5 Billion valuation and partnership we’ll be able to bring you the improvements you need faster.
Happy New Year everyone! Thanks to all your support in 2020 and here’s to a great 2021!
This article was published on January 6, 2021. Product descriptions were correct at the time of publishing.
Start or continue the conversation with like-minded sales and marketing professionals on our Community.Join our Community
In Case You Missed It... Pipedrive Updates September 2021
We improved Pipedrive in September so that Professional and Enterprise users can now filter by team in the Leads Inbox. We’ve also updated the user interface in the permissions view and upgraded Smart Docs.
Pipedrive Marketplace Monthly Apps Spotlight: September 2021
In September’s Marketplace apps spotlight, we bring you an engagement content tool, an analysis tool for users with large accounts, a LinkedIn integration tool and an app that helps you create brand champions among your customer base.
Smart Docs update: Easily Request eSignatures with PDFs and Google Sheets and Google Slides
To help you close deals faster, Smart Docs users on the Professional and Enterprise plan can now upload and share quotes, proposals and contracts in PDF format and set up templates using Google Sheets and Google Slides.