Pipedrive Introduces AI-Powered Report Creation to Simplify Sales Insights

NEW YORK--(BUSINESS WIRE)--Pipedrive, the easy and effective sales CRM for small businesses, today announced a new AI-powered report creation feature. This feature makes it easier than ever for sales teams to generate data-driven insights with a click of a button. Powered by OpenAI’s generative AI technology, the new functionality allows users to create customized reports using natural language prompts.

"Data-driven decision-making is essential for sales success, yet many professionals find themselves spending more time building reports than turning data into actionable insights. With AI-powered report creation, sales teams can now shift their focus to what truly matters – analyzing trends, identifying opportunities, and making informed decisions within seconds instead of struggling with complex report setups. Sales teams that leverage insights effectively tend to achieve higher deal win rates," said Viktoria Ruubel, CPO at Pipedrive.

"Built on Pipedrive’s AI-first CRM vision – where AI serves as an active co-pilot for sales professionals – this new solution is designed to work alongside teams, surfacing critical insights, simplifying reporting, and removing friction from the reporting process. The goal is to empower sales professionals to fully harness their data while spending more time on what truly drives success: meaningful customer interactions," continued Ruubel.

Pipedrive’s AI report creation removes time-consuming and complex barriers by enabling users to instantly generate reports by describing what they need in their own words. With the new AI report creation feature, users can:

• Generate reports instantly by entering natural language prompts;
• Access 14 ready-to-use prompts to get started quickly and track key sales metrics effortlessly;
• Customize reports with ease by refining results through additional prompts or manual adjustments;
• Save time otherwise required to create and customize reports.

Pipedrive’s AI-powered report creation comes on the heels of the recently announced next-generation AI CRM with agentic experience. The new AI vision features a network of intelligent agents – around-the-clock digital teammates that streamline every stage of the sales process while allowing salespeople to stay in control.

Pipedrive’s AI-powered report creation helps businesses track performance, identify trends, and make data-driven decisions. Powered by OpenAI’s generative AI technology, Pipedrive is committed to building and delivering AI-powered solutions safely and responsibly, considering all privacy and security-related industry standards. Pipedrive doesn’t permit third parties to use client data to improve or train AI models, nor does it use client data to improve or train AI models without permission.

The feature is available across all Pipedrive plans and does not require additional setup. More information about the new feature can be found here.

About Pipedrive

Founded in 2010, Pipedrive is the easy and effective sales CRM that drives small business growth. Today, Pipedrive is used by revenue teams at more than 100,000 companies worldwide. Pipedrive is headquartered in New York and has offices across Europe and the US. The company is backed by majority holder Vista Equity Partners, and Bessemer Venture Partners, Insight Partners, Atomico and DTCP. Learn more at www.pipedrive.com.