Pipedrive Updates 2024

Pipedrive made a significant leap forward in 2024, firmly establishing itself as the AI-powered CRM sales teams can rely on. With the launch of Pipedrive AI, we introduced cutting-edge tools to transform how businesses prospect, close deals and manage workflows.

From AI enhancements that simplify sales processes to intelligent features to boost productivity, this year’s updates were all about empowering teams of all sizes to work smarter, not harder.

Here’s a closer look at how Pipedrive has evolved in 2024, delivering innovative solutions to help your team stay ahead and easily achieve its goals.

Pipedrive AI: AI CRM for smarter, faster sales

Pipedrive AI introduces five tools to boost sales efficiency and simplify processes:

• AI Sales Assistant provides insights on high-probability deals and suggests next actions, helping teams make smarter decisions (available to users on the Professional plan and above).

• AI email generator quickly creates compelling sales emails from prompts, enabling faster, more effective communication.

• AI email summarization condenses long email threads into brief summaries, helping teams gauge lead interest and prioritize follow-ups.

• Smart integration recommendations offers personalized app suggestions tailored to your business’s unique needs, optimizing CRM usage.

• AI-powered marketplace search uses natural language processing to find relevant third-party tools, allowing seamless integration with Pipedrive.

The AI Sales Assistant, AI email generator and AI email summarization tool are exclusive to users on the Professional plan and above. They offer advanced tools to optimize decision-making and streamline communication.

Smart integrations recommendations and the AI-powered marketplace search are available to all Pipedrive users, providing intuitive features to enhance CRM customization and efficiency.

Pipedrive Pulse: AI-powered lead qualification

Pipedrive Pulse, now in closed beta, is an AI-powered tool designed to simplify lead qualification and engagement, helping sales teams focus on high-value prospects.

Using AI-driven insights, Pulse ranks leads by priority, highlighting prospects with the highest conversion potential. The tool’s AI-generated summaries give a clear snapshot of each deal, allowing sales professionals to prioritize opportunities and spend more time closing.

With its advanced engagement scoring, Pulse identifies the right leads to contact at the right time by analyzing email interactions and engagement levels. The action feed highlights prioritized tasks, while the opportunities feed tracks critical actions from prospects like email opens or document views, ensuring timely and relevant follow-ups.

With Pulse, sales teams can work more productively and effectively, maintaining strong customer connections and increasing conversion rates.

Greater flexibility and streamlined revenue management with Pipedrive

Pipedrive’s new tool for managing and forecasting your revenue streams centralizes one-time, scheduled and recurring payments, giving businesses complete visibility into essential data like contract values, MRR and ARR.

This streamlined system allows for smarter decisions, helping businesses manage their sales processes seamlessly without switching between multiple tools.

With features like the product performance report, Pipedrive enables businesses to track both one-time and recurring products accurately, filling gaps left by traditional CRMs.

Available on the Advanced plan or higher, this feature supports revenue forecasting and data-driven decision-making, empowering teams to focus on growth while simplifying financial tracking.

Pipedrive’s trust center for data protection

Pipedrive’s trust center offers customers a centralized hub for all privacy, security and compliance information, showcasing resources like SOC 3, ISO certifications and data processing agreements.

Designed for transparency, the trust center reinforces Pipedrive’s commitment to data protection. It details robust security measures like advanced encryption and multi-factor authentication to give customers peace of mind about the safety of their data.

Pipedrive Insights with new report filters

Pipedrive’s updated Insights feature now includes new report filters, enabling users to analyze leads, deals, activities and contacts with precision.

Cross-entity fields are now available in report filters, allowing users to customize reports with data specific to their business needs. This enhancement supports data-backed decision-making, helping both individual salespeople and teams improve performance and close more deals.

In addition to custom filters, Insights offers collaborative dashboards, enabling Professional, Power and Enterprise users to create and share customized reports. The feature also supports goal tracking, allowing users to monitor progress toward personal, team and company targets.

Date triggers in Automations

Pipedrive’s new key updates in Automations enhance scheduling and integration capabilities, adding powerful new tools for teams to streamline their workflows.

The new date triggers allow users to schedule automated actions around specific dates, such as sending personalized emails on birthdays or setting reminders for follow-ups after sales demos. This added feature makes it easy to plan timely, relevant interactions that keep customer engagement smooth and proactive.

For those integrating Pipedrive with other tools, webhook actions offer precise control over data flows between platforms. By combining webhooks with triggers and conditions, users can determine exactly what data is shared and when, enabling more tailored, efficient workflows with external apps.

Available to all users with Automations access (webhooks limited to admin users), these upgrades help teams boost productivity and optimize processes, creating smoother connections and consistent communication across tools.

Pipedrive’s business card scanner for Android

Pipedrive’s new business card scanner for Android simplifies contact management by allowing users to instantly import contacts from business cards by scanning, eliminating the need for manual data entry.

Professionals can now quickly convert card information into new contacts or leads, making it easy to organize and follow up with connections after events.

The scanner is available to all Pipedrive users – regardless of plan – and includes features including duplicate detection to maintain an accurate contact list. It efficiently digitizes multiple business cards, though single scans provide the best results.

With plans to expand to iOS, the business card scanner enhances networking efficiency and helps sales teams focus on building relationships and closing deals. You can find the business card scanner by clicking the main “+” button on the app and then “Contact scanner”.

LinkedIn prospecting in Pipedrive with Surfe

Pipedrive is offering a free two-month trial of Surfe, a LinkedIn prospecting tool that seamlessly integrates with Pipedrive to simplify prospecting. To access the offer, Pipedrive customers can sign up here.

With Surfe, users can instantly import LinkedIn contact data into Pipedrive, enriching their CRM with updated information like business emails and phone numbers. This integration also auto-syncs LinkedIn chats, keeping prospecting conversations logged within the CRM.

Ideal for qualifying and converting leads, Surfe includes features like personalized message templates and performance analytics for effective outreach, making LinkedIn prospecting faster and more efficient. All Pipedrive users who haven’t tried Surfe before can access this trial by visiting the sign-up page.

Final thoughts

2024 has been an important, transformative year for Pipedrive, bringing with it a suite of innovative tools and integrations designed to help teams work smarter and achieve more.

From AI-powered insights that streamline lead qualification to enhanced data protection and revenue management, these updates give users everything they need to drive growth and optimize workflows in an increasingly competitive market.

Whether you’re using Pipedrive Pulse for better lead prioritization or leveraging tools like the business card scanner and Surfe integration, each feature is designed to support meaningful customer interactions and efficient sales processes.

With these improvements, Pipedrive continues to deliver on its promise to empower sales teams with the right tools for success. As we look toward 2025, we’re committed to driving innovation and delivering even more powerful, user-focused solutions that help sales teams thrive and excel.