AI Copilot go through the deal history and generate an executive summary, identifies issues or sales team gaps, suggest next best action item & draft.

ZBrain's AI Copilot for Sales is an integrated AI solution designed to enhance your sales process within Pipedrive. With four key features, AI Copilot for Sales boosts sales team productivity, empowering your team to drive more sales.

Generate Executive Summary: It automatically creates the executive summary of each deal by reviewing past activities, notes, deal history, and emails sent and received. The summary includes key events and understanding of the deal.

Identify Issues: It identifies gaps and issues by reviewing deal details, meeting notes, deliverables, and all historical data for a deal. It includes specifics on what went wrong and what parties are involved. It helps the team identify and fix any communication gaps.

Suggest Next Best Action: It suggests the next best action item by looking at the latest activity and data in Pipedrive. A suggested action could be sending an email, drafting a document, making a phone call or any other step you use in your organization. It also drafts the agenda or content of the suggested action item.

Fine-tuning of LLM for each organization: Using the Zbrain enterprise plan, an organization can use a proprietary fine-tuning model built for them and hosted in a private environment.

Immediately increase the sales team's productivity by giving them immediate access to the deal summary, insights and drafted content for the next best action item.

1. Click “Install” at the top of this page.
2. Read the terms and conditions and allow Pipedrive and ZBrain to access data.
3. If you are not logged in to ZBrain, you can log in or create a new account.
4. Set up the AI Copilot to better optimize the result to your organization's style.
5. You are ready to use ZBrain integration with Pipedrive!