Pipedrive , the easy and intelligent CRM for small and medium-sized businesses, launches new project management and communication features designed to help sales teams manage customer relationships and post-sales execution more effectively, all on a single platform .
As sales teams grow, the transition from a closed deal to a successful delivery is often delayed by disconnected tools and loss of information. Pipedrive's latest release solves this by bringing post-sales execution directly into the CRM.
“Sales don’t stop when a deal is closed,” says Joe Futty, Chief Product and Technology Officer (CPTO) at Pipedrive. “We believe that by freeing sales teams from the burden of disconnected tools, they can reach their full performance potential. These updates aim to give professionals the confidence that their post-sales delivery is as exceptional as their initial pitch.”
Going beyond business with Projects
For many sales teams, the transition from sales to delivery remains a "blind" transfer, often leading to loss of context and operational inefficiencies. Pipedrive Projects brings post-sales project management directly into the CRM, helping teams maintain momentum after the deal closes.
The new features include:
- AI-generated project briefings: reduce manual processes by automatically extracting appointments, notes, and files from sales history;
- Project Insights: provide teams with greater visibility into project activity, workloads, and overall progress;
- Interactive Gantt charts: help teams identify bottlenecks and adjust schedules as priorities change;
- Projects on mobile: ensures teams have access to tasks and updates via the app, allowing them to track progress and stay aligned.
“Previously, we operated five different funnels just to manage our delivery cycles,” explains Justin Smith, President of Boost Transport. “ Projects helps us bring everything together in one place. Triggering onboarding templateswithpre-assigned tasks has saved our team hours every week.”
Making automation more reliable
As companies automate more sales processes, maintaining visibility into workflow performance becomes increasingly important. Pipedrive has introduced enhanced automation monitoring features that help teams spend less time managing systems and more time focusing on customers. The new features include:
- Trust and visibility dashboard: helps teams monitor automation performance and identify problems early;
- Workflow health monitoring: detects bottlenecks, failed automations, and inefficient processes before they impact operations or customer experience.
- Bringing WhatsApp conversations into CRM
Sales teams are increasingly relying on WhatsApp to communicate with customers, but many of these conversations remain disconnected from the CRM. The new integration allows teams to manage WhatsApp messages directly within the CRM, automatically linking chats to deals, contacts, and leads. The integration enables teams to:
- Respond faster without switching between tools, keeping conversations flowing more efficiently;
- Standardize follow-upsusing automated templates and workflows, making communication more consistent and reducing the loss of subsequent steps;
- Maintain conversation context across all sales and post-sales interactions, improving visibility into customer history and collaboration between teams.
WhatsApp integration is currently available in open beta for customers on Growth plans and higher. Customers interested in previewing upcoming features and product updates can join the Pipedrive beta program to gain early access to functionalities under development.
