What if my CRM could be 'smarter'? With Pipedrive's AI agents, it can be
This feature is currently in beta
We’re not just rethinking CRM – we’re reinventing it. 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.
We’re building a new experience that redefines CRM – that means connecting data across all touchpoints of the sales lifecycle and cutting out tedious manual tasks, giving salespeople back their time and focus.
We’re doing it with a network of always-on AI agents that optimize your work behind the scenes – even when you’re offline.
Whether you want summaries of your emails, suggestions for next best actions or tips to get the most out of Pipedrive, we’ll direct you to the best AI agent for your needs.
Think of AI agents as your digital teammates, ready to do the hard work for you across all areas of your workflow.
AI agents:
Help across various stages of the sales lifecycle to assist you with your tasks
Provide seamless coordination and communication
Ensure you achieve maximum efficiency
Intuitively respond to your questions, queries and instructions, taking care of everything else
The email agent helps you craft the perfect emails and implement a winning email process by
Offering personalized email content
Proactively suggesting what to say next
Prioritizing important emails
Adapting to your tone
Summarizing threads
Explaining its suggestions clearly
The Knowledge Base agent enhances your productivity and provides you with instant answers to your Pipedrive questions by
Simplifying complex topics
Offering tailored suggestions and solutions
Highlighting key information
Ensuring seamless access to Pipedrive-related insights and improvements
Pipedrive is introducing multiple AI agents to simplify your sales activities. Each agent is designed to tackle specific tasks. Together, they work seamlessly to save you time, boost efficiency and help you focus on what matters most – growing your business.
Pipedrive’s AI agents are your ultimate assistants, managing tasks and streamlining your workflow. The central hub delegates responsibilities to specialized AI agents, ensuring everything runs smoothly.
By coordinating behind the scenes, our Agent AI assistants save you time, reduce manual work and keep you focused on what you do best: closing deals. They anticipate your needs, provide actionable insights and simplify complex processes.
With AI agents, you gain around-the-clock digital teammates that streamline every stage of the sales process and allow salespeople to stay in control.
Pipedrive’s AI email agent helps salespeople communicate more effectively by crafting personalized email content that drives deals forward and improves response rates. It streamlines communication, reduces guesswork and ensures relevance in every interaction.
Stay focused on what matters most by highlighting priority emails, so you never miss key opportunities or time-sensitive leads. The agent also preserves your tone of voice, analyzing past conversations and templates to match your tone and style for consistent messaging.
With built-in context and clarity, the agent explains its suggestions and summarizes previous email threads, giving you a clear understanding of ongoing discussions.
When you have a “How to..?” question, it will automatically be answered by our Knowledge Base agent – for example: “How do I set up calendar sync?”
The Knowledge Base agent will first analyze the question before quickly answering it.
The agent always includes the Knowledge Base article it sourced the answer from and suggests some follow-up questions that you might have based on its answer.
Pipedrive’s AI Sales Assistant keeps you on track by providing real-time insights, reminders and tips tailored to your sales goals. It helps you stay focused, organized and proactive, ensuring you never miss a key opportunity.
The assistant analyzes your sales performance, offering personalized recommendations to improve your workflow and close deals faster. It also sends reminders for overdue tasks and highlights important updates, so you’re always a step ahead.
With its actionable suggestions, the AI Sales Assistant makes managing your sales process simpler, helping you work smarter and achieve better results effortlessly.
Enter your prompt to the AI agent under “How can I help?”
Based on your request, one of our agents will step in to respond, for example, the AI email agent
The agent will guide you through the email writing process, making suggestions and helping you craft a perfect email
This feature is currently in beta
Discover how Pipedrive’s AI-powered CRM tools revolutionize the way you sell.
From a personal AI sales assistant to an AI email generator and summarization tool, smart marketplace searches and tailored integration recommendations, our AI tools will revolutionize your workflow.
Working seamlessly behind the scenes, they let you focus on what matters most – closing deals and building strong relationships. Experience the future of sales with AI, designed to save you time, enhance your efficiency and deliver results.
Full access. No credit card needed.