Pipedrive

AI Tool

Pipedrive is a sales CRM built around a visual pipeline. It tracks deals, automates follow-ups and adds an AI sales assistant that suggests next actions.

How to use Pipedrive

Set up pipeline stages that match your sales process, add deals and contacts, and move deals as they progress. Add automations for reminders and handoffs.

Best for

Small and mid-size sales teams. Visual deal tracking by stage. Automating sales follow-up tasks.

How it behaves

Deal-centric rather than contact-centric, which keeps salespeople focused on next actions.

Tips

Keep stages few and clearly defined. Log activities so forecasts are honest. Automate reminders, not relationships.

Pricing

Paid plans per seat with a free trial. See Pipedrive's pricing page for current rates.