Pipedrive, a leading sales CRM for small businesses, has introduced an AI-powered report creation feature designed to streamline data-driven insights for sales teams. This new functionality, powered by OpenAI’s generative AI technology, allows users to generate customized reports effortlessly 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.
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Pipedrive’s AI report creation eliminates time-consuming manual processes by enabling users to generate reports instantly through natural language prompts. Key benefits include:
- Instant Report Generation: Users can create detailed reports simply by describing their requirements in their own words.
- Ready-to-Use Prompts: With 14 pre-built prompts, sales teams can quickly access key sales metrics without setup delays.
- Flexible Customization: Users can refine and tailor reports with additional prompts or manual adjustments to suit their needs.
- Time-Saving Efficiency: The new AI feature significantly reduces the effort required to build and customize reports, allowing teams to focus on strategic insights.
This launch follows Pipedrive‘s recent introduction of its next-generation AI CRM with agentic experience. The enhanced platform features a network of intelligent agents that streamline sales processes, empowering sales professionals to manage their pipelines efficiently while maintaining control over critical interactions.
