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Pipedrive AI
Boost sales success with AI CRM
Pipedrive AI helps you save time, improve performance and make smarter decisions for your sales workflow.
14-day trial. Zero cost. Full access. No credit card required.
Our AI CRM features
Our AI-powered CRM software features a selection of AI tools to take the manual work out of sales, simplify communication and effortlessly close more deals.
Stay one step ahead with your own personal assistant
Pipedrive's AI Sales Assistant boosts efficiency by saving time, identifying patterns and recommending high-potential deals and next actions to prioritize. Gain actionable insights and streamline processes with intelligent automation, focusing on what matters most.
Available on Professional plan and above
Streamline communication with our AI email generator
Pipedrive's AI email creation tool crafts quick, personalized emails from simple prompts, saving you time and enhancing communication. This boosts efficiency and response rates, aiding faster deal conclusions and inspiring your leads to convert.
Available on Professional plan and above
Summarize your emails with AI to save valuable time
Pipedrive's AI email summarization tool condenses emails into brief summaries, letting you quickly grasp the essentials, save time and reduce overload. This enhances decision-making, inbox management and boosts productivity.
Available on Professional plan and above
Get smart integration recommendations to boost your CRM
Get tailored AI app recommendations for the unique needs of your business, optimizing your use of our CRM platform. Enjoy enhanced efficiency and streamlined workflows, and ensure you're using the best tools for peak performance.
Available on all plans
AI-powered marketplace search
Powered by OpenAI, our intelligent search tool enables you and your salespeople to use natural language to find relevant third-party tools in our marketplace, effortlessly solving your business problems. Once it’s easy to find the right apps, you can look forward to streamlined sales processes, time saved and more revenue.
Available on all plans
Redefine your sales process with AI agents
Powered by a network of intelligent AI agents, our AI CRM doesn’t just help you manage sales; it works alongside you every step of the way. Pipedrive is introducing multiple AI agents to simplify your sales activities, each designed for a specific task, such as email management.
Currently in beta; AI agents are coming soon.
Effortlessly generate sales reports using AI/AI-generated sales reports
Powered by Open AI, our new AI-powered reporting feature – found within Insights – enables you to instantly generate insightful sales reports via text input in your own words. Alternatively, you can choose from multiple prompts if you need help getting started – no more complex setups, no more guesswork – just instant insights at your fingertips.
Available on all plans
What to look for in an AI CRM
Here are some key features an AI for CRM should offer:
- A CRM that grows with your business. Customer relationship management with AI will be able to efficiently manage growing volumes of data, users and expanding processes without sacrificing performance, functionality or security.
- Seamless integration. AI in CRM should offer intelligent third-party app integration, so you and your sales team can combine all your tools into one streamlined dashboard.
- Comprehensive support. Pipedrive offers a variety of support channels, from phone to email and online chat. Get round-the-clock, real-time customer support that’ll enhance your customer experience.
- Robust security measures. Your CRM platform should protect product and deal information with straightforward permission and visibility settings.
- Mobile access. Complete tasks, schedule appointments, reply to emails and more from anywhere using Android and iOS mobile apps.
- Team management. Your AI-equipped CRM machine should offer a host of features to streamline team management, assign the right tasks to the right people and support your team members’ performance and progress.
AI CRM FAQs
Pipedrive uses different subprocessors including OpenAI and open-source AI algorithms. Read our AI functionality supplemental terms here.
Pipedrive does not permit third parties to use client data to improve or train AI models, nor do we use client data to improve or train our models without your permission.
Conversational AI is a branch of artificial intelligence that enables computers to understand, process and respond to human language in a natural, conversational manner. It combines natural language processing (NLP), machine learning and computational linguistics to facilitate interaction between humans and machines as if they were talking to another human.
Generative AI refers to a subset of artificial intelligence technologies that can generate new content, such as text, images and music, based on the data they’ve been trained on. It employs machine learning models, like GPT for text and DALL·E for images, to create original outputs that mimic realistic, human-like creativity.
AI enhances CRM systems by automating data analysis and workflows, predicting customer behavior, formulating and personalizing customer interactions and improving decision-making. It streamlines tasks, offers insights based on customer data and identifies sales opportunities. This leads to more efficient operations, better customer engagement and increased sales, making CRM tools more powerful and effective.
Pipedrive uses a combination of internally developed AI software engines and OpenAI to offer a variety of AI-driven features to improve decision-making, customer interactions, AI lead generation and performance insights.
Driving business growth
Full access. No credit card needed.