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Pipedrive AI Sales Assistant

Pipedrive AI Sales Assistant analyzes CRM data to surface sales insights, recommend actions and answer questions about deals and performance.

Pipedrive AI Sales Assistant

In inglese

Pipedrive AI Sales Assistant is an AI feature inside Pipedrive CRM. It answers questions about deals, contacts and activities, summarizes CRM content, highlights trends, compares team performance and recommends next actions.

Sales representatives and managers use it to prioritize opportunities, forecast revenue, identify stalled deals and find guidance in Pipedrive’s Knowledge Base. It is currently in beta for selected users, and access depends on enabling Pipedrive AI features; add-ons and plan costs may apply to the wider Pipedrive subscription.

Features

  • Answer questions about deals, contacts, activities and other CRM data
  • Analyze trends, lost deals and seasonal shifts in sales performance
  • Compare team performance across time periods
  • Predict deal win probability and recommend next actions
  • Summarize deals, recent changes and linked deals
  • Provide activity reminders and sales performance tips
  • Search Pipedrive’s Knowledge Base through AI prompts
  • Accept voice or text questions and save conversation history

Use cases

  • Prioritize high-probability deals for follow-up
  • Forecast revenue and compare progress with sales targets
  • Find stalled deals and identify pipeline bottlenecks
  • Review team performance without building manual reports
  • Summarize customer and deal context before a sales call

Pros

    Cons

      Capabilities

      • Writes and edits — “Create compelling and engaging sales emails with customized prompts” source
      • Summaries — “Summarize email threads at the click of a button so you can act fast” source
      • Connects your apps — “Pipedrive’s sales AI integrations help you automate manual administrative tasks, optimize lead generation and increase sales.” source

      Get it

      Security

      • SOC 2 Type II — “SOC 2 Type 2” source
      • SOC 2 — “SOC 2 Type 2” source
      • ISO 27001 — “ISO/IEC 27001:2022” source
      • GDPR — “Data Processing Agreement” source

      Pricing

      Starting price
      $14/user/mo
      Prices checked
      2026-09-26
      Read
      by web search

      Lite

      • US$ 14 Per seat per month, billed annually
      • Lead, calendar and pipeline management
      • AI-powered report creation
      • 500+ integrations
      • Meeting intelligence

      Growth

      • US$ 39 Per seat per month, billed annually
      • Lite plan +
      • Full email sync with tracking
      • Automations and nurturing sequences
      • Subscriptions and forecast reports
      • Meeting scheduler and contacts timeline

      Premium

      • US$ 59 Per seat per month, billed annually
      • Growth plan +
      • Lead generation and routing
      • Custom scoring and company data enrichment
      • AI-powered multi-email tools
      • Contracts and e-signatures
      • Enhanced customization for teams, reports and data fields

      Ultimate

      • US$ 79 Per seat per month, billed annually
      • Premium plan +
      • Fortified account security with rules and alerts
      • Phone and email data enrichment
      • Sandbox testing account
      • Extended phone support
      • Partnership discounts
      Official website