Pipedrive
Also known as: Pipedrive AI; Pipedrive Sales Assistant; Pipedrive CRM
A sales CRM with an AI Sales Assistant that answers questions about your deals and contacts, summarises records and drafts notes and emails. Plans from $14 per seat per month billed yearly, or $24 billed monthly; 14-day free trial (checked November 2026).
How to do it?
- 01
Start a free trial
Sign up for the 14-day free trial, which needs no credit card, and add your deals and contacts.
- 02
Have an admin accept AI terms
An account settings admin must accept the AI Beta terms and turn on AI features for the company's users.
- 03
Open the Sales Assistant
Click the Sales Assistant button at the top of Pipedrive, next to the search bar.
- 04
Ask about a real deal
Type or speak a question, or pick a suggested prompt, and press Tab to focus it on the deal you are viewing.
- 05
Check the sources behind answers
Open the Sources tab to see what each answer was based on, and use the feedback link when an answer is wrong.