Pipedrive Nova – a salesperson’s tireless assistant
We all know how it feels when, after a successful client meeting, the most painful part is ahead: writing down the notes and updating the CRM.
We have excellent news for you: Pipedrive has released a completely new Pipedrive Nova function that will make the seller’s everyday life smoother, faster and more pleasant in one fell swoop.
Thanks to Nova, you can say goodbye to manual tapping and focus purely on what you do best: meeting customers and making deals.
What is Pipedrive Nova?
Pipedrive Nova is Pipedrive’s own built-in meeting assistant. It is not a complex add-on or an obscure AI gimmick, but a straightforward tool designed to make your meetings easier.
Nova stays with you through every stage of the sales meeting:
Before the meeting: A status update ready in seconds. Nova reviews past emails and Pipedrive entries, instantly generating a concise briefing and a checklist for the call. You get up to speed immediately and start the meeting fully informed.
During the meeting: Focus entirely on the client. You can forget about scribbling down notes on the fly. Nova’s smart assistant joins your remote meeting (Teams, Google Meet, or Zoom)—or, if you prefer, records the conversation directly from your computer during in-person meetings. It listens, remembers, and writes everything down for you.
After the meeting: CRM updates with a single click. Following the meeting, Nova creates a clear summary of the agreed-upon points and suggests which details to update in Pipedrive (such as deal value or the date of the next meeting). All you need to do is review the suggestion and approve it with the click of a button.
So, Nova handles all the typing and copy-pasting for you — tasks that are rarely anyone’s favorite.
How do you get Nova?
The best thing about Nova is its simplicity. You don’t need a coder or a week-long training course to get started. Simply open Nova within Pipedrive, connect your calendar and email, check the initial settings, and you’re ready to go. You can read more about setting up Nova in this blog post.
Nova is a tool you’ll soon find indispensable. With Nova, AI does exactly what it does best: it retrieves information and distills the essentials into a concise summary.
Pipedrive always prioritizes data security, so Nova users can rest easy: no data is used to train language models, for example. Nova’s AI works solely for your benefit. You can find more information about Nova’s security and user management in this blog post.
More sales, less clumsy CRM clicking?
Recommended reading
Setting up Pipedrive Nova
Pipedrive Nova is included free of charge with all Pipedrive licenses, and setting it up requires no coding or complex integrations. Here is a concise step-by-step guide on how to get started!
Pipedrive Nova – security and user management
As a Pipedrive admin, you are likely interested in the manageability and security offered by Pipedrive Nova. Here is a summary of how Nova handles your data and security, and how you can manage user access to Pipedrive Nova.
Pipedrive Nova in daily work – How to streamline sales meetings
Time is a salesperson’s most valuable asset. Yet, a large portion of the workday is spent preparing for meetings, copying notes, and updating CRM data. Read how to use Pipedrive Nova to win back time!