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AI Sales Assistant

Get actionable insights and recommendations from your personal AI sales assistant

Always know what to focus on next with the help of your AI-powered sales assistant. Using AI to continuously analyze your deals, contacts and emails, Sales Assistant digs out the most valuable insights from your sales data and suggests ways you can significantly improve your sales success.

Improve your productivity and get notifications about which key metrics to track and which activities your sales reps should tackle next.

Free, easy to set up, no credit card required

See performance-based tips

View all notifications in one place

Get instant insights

Leverage powerful analytics

See performance-based recommendations

Tired of performing repetitive tasks manually when there’s a handy feature or app available? Feel like you’re working on low-value deals while more valuable ones go untouched? Pipedrive’s Sales Assistant uses AI to analyze your actions and find the most effective ways to improve your workflow.

Monitor performance and drive results

With Sales Assistant, you can rest assured knowing your team’s main focus is closing deals. By tracking team performance and lost rates, Sales Assistant provides valuable insights on individual performance.

Train your Sales Assistant automatically

Sales Assistant recognizes your distinct sales patterns and preferences and becomes even smarter over time as it adapts to your specific needs, industry and sales patterns.

Get personalized tool recommendations

Our AI’s SmartApp recommendation feature suggests the most appropriate apps for your team’s needs.

Predict wins with AI insights

Switch focus from low-probability to high-probability deals with AI-powered win probability predictions. Pipedrive’s AI Sales Assistant will predict a deal’s win probability and recommend the next best actions to help you increase the odds of winning it.

View notifications in one place

Stay on top of any changes to your account settings thanks to notifications in your virtual Sales Assistant feed. Improve transparency when collaborating with your team in Pipedrive and keep everyone on the same page with the sales AI features.

Get progress updates

Use your AI-powered administrative assistant to review changes in your results and stay on track toward goals. Convenient graphs show if your performance is soaring compared to last week or if you’re falling behind and need to review the reasons you’re losing deals.

Sales Assistant: your automated sales expert

Pipedrive’s Sales Assistant is an intelligent system that sends you notifications, insights and advice to help streamline your sales process and win more deals.

Sales departments and sales managers can use our automated executive assistant to:

  • Track email opens

  • Keep tabs on discussions

  • Receive activity reminders

  • Scope personalized productivity tips


How Pipedrive’s Sales Assistant uses AI

As a sales AI, Pipedrive’s Sales Assistant can react to your activity in Pipedrive with quick tips and useful data, promoting workflow optimization. We combined our in-house sales expertise with AI and added the familiar Pipedrive touch, creating a Sales Assistant that helps companies stay on track with timely notifications and analysis reports, reducing human error and freeing up salespeople to focus on closing deals – almost like an AI sales agent.

Pipedrive’s AI-powered Sales Assistant analyzes large volumes of your sales data, utilizing machine learning applications. Using these insights, Pipedrive’s Sales Assistant helps you at every step of the sales cycle, from prioritizing leads more effectively to sending out contracts, empowering you to make data-driven decisions that drive tangible results.

4 things Sales AI and Pipedrive’s Sales Assistant can do

Help you calculate revenue

If a few deals are added without values Pipedrive’s virtual Sales Assistant will remind you to add them so you can accurately forecast revenue.

Remind you of opportunities

Your AI sales assistant bot will notify you if any deals don’t have an activity scheduled sometime soon or focus you on deals that are in the final stages.

Suggest useful features

Pipedrive’s virtual assistant service will suggest Smart Contact Data so you can qualify prospects or the deal rotting feature to help you get rid of deals that have gone cold.

Help boost deal velocity

The AI assistant will analyze the average time deals take to move to the next stage and notify you if a deal takes too long so you can identify the bottleneck and take action.

How our other sales intelligence tools can help you close deals

Intelligent sales tools and sales AI tools like Pipedrive’s Sales Assistant can streamline sales professionals’ activities. Pipedrive’s other intelligent sales tools enable you to quickly find and engage new leads, add them to automated pipeline workflows and automatically fill their data.

  • 1. Spend more time creating powerful lead generation strategies
  • 2. Cut your cost of operations
  • 3. Focus on your most engaged leads
  • 4. Automatically update contact and lead information
  • 5. Power up retention

Level up your sales activity with automation

Pipedrive’s technology makes sales teams even more efficient with automated workflows.

Set up relationship-building automations for your salespeople to follow and let Pipedrive handle the rest. Much like sales AI tools, Pipedrive’s features can pinpoint hot leads, create new deals, pass actionable data along to your reps and more.

Optimize workflows with our sales dashboards

Pipedrive’s sales dashboard is the ultimate tool for sales leaders. Keep tabs on your sales cycle from a high level or deep dive into rep performance with the help of in-depth sales intelligence.

Create tailored coaching

Your sales team is only as strong as its weakest link. Pipedrive helps you generate performance reports to help you spot reps who are falling behind and design custom training.

Improve sales forecasting

Boardroom buy-in is important if you want to grow. Collect the number of deals won, conversion rates and real-time pipeline activity and impress key decision-makers.

Customize to your liking

Pull the data you need and create reports with ease. Pipedrive gathers and displays key information you can easily share with stakeholders.

Use LeadBooster to capture more sales opportunities

One example of Pipedrive’s intelligent sales tools is the LeadBooster: Pipedrive’s powerful and easy-to-use lead generation toolset.

When it identifies a potential lead, LeadBooster’s Scheduler can send meeting invites via Chatbot, sync bookings with reps’ calendars and import the prospect into your Leads Inbox.

Powerful integrations to take your sales stack to the next level

Automate your in-house or remote sales process and free your sales team to focus on revenue. Pipedrive’s sales AI integrations help you automate manual administrative tasks, optimize lead generation and increase sales.

Slack

Keep the sales cadence moving seamlessly with automatic notifications when deals update. Tag in team members and follow up on important tasks with Pipedrive’s Dealbot for Slack.

Outgrow

Boost lead generation with interactive tools like polls, contests and quizzes. Fuel engagement and send lead qualification data straight to your CRM with the Pipedrive and Outgrow integration.

Livestorm

Amplify sales and marketing team efforts with video communications. Host webinars with poll and chat functionality, then send qualified lead data back to your CRM with Pipedrive’s Livestorm integration.

SendPulse

Increase click-through rates, page views, time on site and conversions. Export your Pipedrive contacts and make email marketing profitable with Pipedrive’s SendPulse integration.

Wingman

Transform feedback into actionable insights with this sales AI app. See automatically generated call overviews, single out the questions asked and pinpoint follow-up actions with Pipedrive and Wingman integration.

Klenty

Manage email campaigns without ever leaving Pipedrive. Add prospects to email sequences and update deal stages with two-way sync using the Pipedrive and Klenty integration.

AI sales assistant FAQs

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