AI Sales Assistant
Stay one step ahead of your pipeline with Pipedrive’s AI-powered Sales Assistant. Discover winning patterns, insights and optimization tips, all in one place.
Always know what to focus on next with the help of your AI-powered sales assistant.
Use AI-powered prompts from Sales Assistant to uncover the most valuable insights in your sales data, from summarizing deals and analyzing team performance to highlighting key metrics to watch. Just ask AI how to get the most out of Pipedrive and stay on track so you can efficiently reach your sales goals.
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Get context-aware insights
Pipedrive’s Sales Assistant uses AI to surface insights from your data, identify patterns and strategies, and answer your questions.
- Spot trends and optimize your strategy: Identify winning patterns, reasons for lost deals and seasonal shifts in performance. Use simple prompts to stay proactive, not reactive – no spreadsheets required.
- Understand your customers like never before: Use prompts to uncover who your most valuable contacts are, how long they take to close and what drives their behavior.
- Track goals and forecast with clarity: Ask Sales Assistant where you stand and what you need to do to stay on target. Get clear, real-time comparisons across team performance and timeframes.
- Streamline collaboration with smarter context: Finally eliminate the need to dig through deals. Get AI-powered summaries, recent changes and linked deals in one place to keep everyone aligned.
- Build a pipeline that performs: Tap into Pipedrive’s Knowledge Base through AI prompts to learn how to fine-tune your pipeline, launch automations and scale what works.
Predict wins with AI insights
Switch focus from low-probability to high-probability deals with AI-powered win probability predictions. Pipedrive’s AI notifications will predict a deal’s win probability and recommend the next best actions to help you increase your 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 notifications 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.
Notifications: your automated sales helper
Pipedrive’s notifications is an intelligent system that sends you updates, 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
Pipedrive’s Sales Assistant provides actionable insights that help you sell smarter and stay on top of your pipeline. By analyzing your sales data, it reveals winning patterns, common reasons for loss and seasonal trends – helping you fine-tune your strategy without spreadsheets or guesswork.
Want to know who your best customers are? Sales Assistant gives you rich context on deal value, close time and communication history, helping you prioritize high-value relationships and understand buyer behavior at a glance.
Need to hit a goal? Just ask. Get real-time updates on progress and compare team performance over time with simple prompts and instant insights.
Sales Assistant cuts down context-switching by pulling summaries, linked deals and timing updates into one response – improving team collaboration and visibility.
And when you’re ready to improve your pipeline or start automating, it connects you directly to Pipedrive’s Knowledge Base for fast, reliable guidance.
6 things sales AI and Pipedrive’s Sales Assistant can do
Help you calculate revenue
Prompt Pipedrive’s Sales Assistant to accurately forecast revenue and master your sales strategy.
Remind you of opportunities
Your AI notifications 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
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 your team’s efforts
Ask AI where you stand and what’s needed to hit your goals. Use the AI Sales Assistant to compare team performance across any time frame.
Recommend the best deals
AI-powered notifications can help you predict deal win probability and recommend the next best actions to take, so you focus your efforts on the big opportunities.
Boost deal velocity
The AI assistant can analyze the average time deals take to move to the next stage and help you to identify bottlenecks.
Four more AI-powered tools from Pipedrive
AI email generator
Create compelling and engaging sales emails with customized prompts
AI email summarizer
Summarize email threads at the click of a button so you can act fast
Smart app recommendations
Get recommendations for the most relevant and best-in-class apps
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.