Automate and grow

Eliminate busywork by automating repetitive administrative tasks and learn from artificial intelligence

Sales Assistant

Your AI-powered sales mentor boosts your performance with personalized tips so you don’t have to think about what to do next.

  • Performance tips

    Get automated, behavior-based hints on how to boost your results so you’re constantly upskilling without lengthy training or consultancy.

  • Automation recommendations

    Stop wasting time on manual tasks and have Sales Assistant recommend which Pipedrive features and app integrations will do them for you.

  • Notifications

    When important changes are made to account settings, your team will see a notification in their Sales Assistant feed so that everyone’s on the same page.

  • Report graphs

    Compact graphs bring good and bad performance trends to your attention. See what’s working well or what you need to change so you can stay on track towards goals.

Workflow automation

Automate repetitive tasks to create a streamlined sales process for your team

  • Repetitive tasks

    Automate just about any step of your sales process. Set triggers and desired actions, then let your automation do the work for you.

  • Emails

    Automate personalized email templates to go out when you create a deal, or move a deal along a pipeline stage, keeping leads warm while you focus on high-priority tasks.

Smart Contact Data

Instantly find valuable information on contacts that can be key in closing deals

  • One-click contact data

    Pre-qualify leads with one click by letting Pipedrive retrieve extensive contact information using just an email address and public data.

  • Google and social media

    Pull data from Google, LinkedIn, Twitter and more into your CRM without having to trawl the internet, then reach out to prospects after you know more about them.

More features

Prioritized activity reminders

Choose any combo of in-app, email and mobile app push notifications to be reminded of upcoming activities

Open API

Easily connect Pipedrive to other software and develop custom features with the free API key

Webhooks

Push real-time updates in Pipedrive to your endpoint or app of choice. Check out our developers' Guide for Webhooks

Important fields

Improve the quality of your data by setting important fields for your team

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

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