AI Sales Assistant

Transform your sales with Pipedrive’s AI-powered Sales Assistant. Win more deals, get actionable insights and streamline processes

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 finds the most valuable insights in 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

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: By tracking team performance and lost deals, Sales Assistant provides valuable insights on individual performance so your whole team can focus on closing deals and driving results.
  • 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 sales AI features.

Get progress updates

Use your AI-powered administrative assistant to review changes in your results and stay on track. 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:

  • Receive activity reminders

  • Scope personalized productivity tips

  • Track email opens

  • Keep tabs on discussions

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, 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.

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, empowering you to make data-driven decisions that drive tangible results.

6 things sales AI and Pipedrive’s Sales Assistant can do

Calculate revenue
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
Remind you of opportunities

Your AI sales assistant bot will inform you if deals don’t have an activity scheduled and notify you of deals that are in the final stages.

Suggest useful features
Suggest useful features

Pipedrive’s virtual assistant will suggest features like Smart Contact Data to help you qualify prospects or the Deal Rotting feature to help you get rid of cold deals

Streamline
Streamline your team’s efforts

Stay on top of team performance with anomaly alerts. Use the AI Sales Assistant to give reps automated, timely follow-up reminders when it’s time to act

The best deals
Recommend the best deals

The AI-powered Sales Assistant can predict deal win probability and recommend the next best actions to take, so you focus your efforts on the big opportunities

Boost deal velocity
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.

Four more AI-powered tools from Pipedrive

AI Email Generator
AI email generator

Create compelling and engaging sales emails with customized prompts

AI email summarizer
AI email summarizer

Summarize email threads at the click of a button so you can act fast

Smart app recommendations
Smart app recommendations

Get recommendations for the most relevant and best-in-class apps

Marketplace
AI Marketplace search

Use natural language to find relevant third-party tools in our marketplace

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.

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 team's 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.

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