Sales AI and automation

Sell smarter with CRM AI and automation

Repetitive admin distracts salespeople from the most important part of the job: building meaningful relationships with leads and customers.

Sales artificial intelligence (AI) and automation tools handle menial tasks and make selling easier so you can deliver loyalty-building customer experiences.

Pipedrive’s customer relationship management (CRM) system uses AI and automation to help you convert and retain buyers.

Full access. No credit card required.







What are AI and automation in sales?

AI in sales uses algorithms and machine learning to analyze data, speed up tasks, generate ideas and more. Sales automation uses technology to remove human labor from the sales process. AI and automation are individually useful but the best sales tools apply both to deliver even greater productivity and performance benefits.

What to look for in a CRM with AI and automation

Prioritize these key features when choosing a sales tool that has AI and automation.

Maximize selling time with a personal AI assistant

Selling involves many routine and ad-hoc tasks. Keeping track of deals in the pipeline and what must happen for them to progress can be challenging.

Sales AI systems remove the guesswork from daily decision-making. They allow sales leaders, reps and small business owners to focus on the actions that are most likely to get results.

Using AI algorithms and machine learning, Pipedrive’s Sales Assistant analyzes deals and activities to predict win probability and recommend next steps.

Find out about Pipedrive’s AI Sales Assistant.

Eliminate repetitive tasks and streamline your sales cycle

The more time reps spend on repetitive, low-skill admin tasks, the less they have for building relationships, finalizing offers and closing deals.

Sales automation platforms handle admin workflows so your team can apply their skills more effectively. It’s why people who automate tasks are more likely to hit their targets.

Pipedrive helps sales leaders boost productivity by automating routine tasks like data entry, scheduling, lead generation and drip campaigns.

Explore Pipedrive’s automation features.

Find and manage leads on autopilot

Sales teams can only build profitable relationships once they find their ideal buyers. Doing this manually takes a lot of time.

Thanks to intelligent automation, you can use conversation bots to engage website visitors, collect data and assign deals to suitable reps.

Chatbot lets you engage prospects around the clock with natural answers and responses in real time. Then transition to human agents at the right moment with Live Chat.

Learn more about Pipedrive’s Chatbot.

Boost email engagement and productivity with AI support

AI software eases email strain by generating engaging content and summarizing message threads.

Pipedrive uses OpenAI to deliver compelling sales emails, follow-ups and proposals via customized prompts based on your chosen criteria.

Get comprehensive email thread summaries, including sentiment and action items, to make better decisions faster.

Explore Pipedrive’s AI email capabilities.

Find the apps best suited to boost your revenue

With thousands of sales, marketing and productivity apps available, it’s more difficult than ever to know which are worth your time.

AI tools remove the stress of searching and researching by taking you straight to the tools best suited to your team’s challenges and objectives.

Pipedrive’s intelligent search tool and smart app recommendations help you find the best third-party apps. You’ll streamline processes, save time and increase revenue.

Browse Pipedrive’s Marketplace.

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

How Monterail increased its sales conversion rate with Pipedrive’s automations

Monterail’s sales team wasn’t getting the task and pipeline management support they needed from a previous CRM.

Using an open API, the team smoothly transferred their data to Pipedrive and integrated their favorite tools. The move quickly improved visibility for all users and boosted sales conversions.

“We believe that providing comfortable working conditions and offering the right tools to our team members can actually translate into better services for our customers. Above all that, the numbers also prove that Pipedrive was the right choice!”

Read the case study

Sales AI and automation FAQs

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

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

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Streamline sales with Pipedrive’s AI and automation features