Pipedrive Nova

What is Pipedrive Nova?

Pipedrive Nova It is Pipedrive’s built-in AI-powered sales meeting tool, covering pre-meeting preparation, in-meeting note-taking, and post-meeting follow-up. It links customer conversations to existing deals, contacts, and organization records, helping salespeople organize new information from meetings into auditable CRM update recommendations.

Pipedrive Founded in Estonia in 2010 by sales professionals, the company has long focused on developing products for sales pipeline management for small and medium-sized enterprises. Nova continues this workflow-oriented approach: after a meeting, teams need not only a summary but also information on the customer’s status, next steps, and how to update the deal record.

groundAnnouncement dated September 16, 2026Nova has officially launched worldwide and is included in all Pipedrive subscription plans at no additional cost. To use it, you must still have a valid Pipedrive account and access permissions; it should not be considered a standalone, permanently free meeting app.

Key Features of Pipedrive Nova

1. Reviewing the client's background before the meeting:Compile a briefing for the meeting by gathering existing deal history, emails, and past communications from Pipedrive. The quality of the information depends on whether the team has kept relevant records in the past; an empty or outdated CRM cannot automatically be turned into a complete customer profile.
2. Recording and Transcribing Meetings:You can capture meeting audio using the desktop app, or have the Visible AI recording assistant join Google Meet, Zoom, or Microsoft Teams. The desktop method also covers other calls and in-person conversations where your computer can capture audio.
3. Generate a meeting recap:Summarize key points, decisions, and follow-up actions, and provide a transcript with time and location stamps to make it easy to review the context later. Salespeople can use this to verify customer commitments, reducing the need to fill in records based solely on memory.
4. Preparing for CRM Field Updates:Based on the conversation, the system suggests changes to deal, contact, and organization records, including corresponding custom fields. Suggested values are displayed side-by-side with the original values, and users can approve, modify, or skip them.
5. Using external meeting transcription:For calls not recorded via Nova, you can also upload transcripts to generate meeting summaries and update recommendations. Before importing, verify that the text is complete and that you have authorization to use it to avoid associating other clients’ content with the current transaction.

Use Cases for Pipedrive Nova

Feedback Following a Series of Client Meetings

When salespeople attend multiple meetings in a single day, it’s easy for clients“ new schedules, budget changes, and to-do items to get mixed up. Nova is ideal for preparing updates promptly after each meeting. During reviews, distinguish between ”the client has expressed interest,“ ”the client plans to evaluate,“ and ”the client has confirmed the purchase”; do not equate positive statements directly with a commitment to close the deal.

Cross-Member Handoffs and Client Follow-ups

When a client is taken over by a new colleague, or when a project is resumed after a hiatus, a pre-meeting briefing can help quickly review the documented background. The team can further clarify the most recent commitments, unresolved issues, and the next decision-maker, thereby reducing the need to repeatedly ask the client for information they have already provided.

Include phone calls and in-person interactions in sales records

Some customer interactions take place over the phone or in person, and video conference links are not always available. Desktop recording expands the range of situations that can be recorded, but it still requires suitable audio conditions and the participants’ consent. When multiple people are speaking at once, in noisy environments, or when technical jargon is frequently used, you should focus on verifying amounts, names, and dates.

How do I use Pipedrive Nova?

1. Verify Account Permissions:Go to the Nova workspace in Pipedrive. If you don't see the corresponding entry point, ask your administrator to check your access settings first, then connect your account and calendar as needed. Do not grant team members broader data access permissions just to use the meeting feature.
2. Organize meeting-related items:Verify that the meeting is linked to the correct transaction, contact, or organization, and fill in any missing key client information. Review the briefing materials before the meeting and add any issues that need to be addressed during the session to avoid relying entirely on the automated summary.
3. Set up notifications and recording options:Follow the team guidelines to select an AI recording assistant or desktop application, and handle participant notifications and necessary consent. OfficialConference GuideThis explains the requirements for notifications, opt-out procedures, and consent settings; desktop recordings made without the use of bots must also comply with these requirements.
4. Results of the review meeting:Review the summary and transcript, and verify each field. Pay special attention to the transaction amount, estimated completion time, and customer contact information; only accurate information should be saved to the CRM. If you cannot verify any details, you may skip them for now.

We recommend first testing the entire process with a non-critical transaction: verify whether pre-meeting information is correctly aggregated, whether client notifications are sent properly, whether the transcription is clear, and whether the fields are saved in a way that aligns with your team’s conventions. Validating these steps makes it easier to identify issues than enabling automatic participation for all meetings at once.

It is important to note that Nova’s public documentation distinguishes between meeting notes and changes to existing fields: summaries and transcripts may be added to the record as notes, while modifications to existing CRM data require user approval. Teams should verify both the location where notes are stored and their visibility scope; the phrase “fields pending review” should not be interpreted to mean that no data will be written to the system.

Pipedrive Nova vs. Competitors

Otter Sales Agent It also provides features for taking notes during sales meetings, creating summaries, and following up, and throughCRM IntegrationConnect to external systems. The main difference between the two lies in which work platform the team uses as their starting point.

Teams already managing their sales processes with Pipedrive should prioritize evaluating Nova, focusing on testing how well meeting content integrates with CRM fields; teams using other CRMs or those looking to centrally manage meetings across different departments should include Otter in their comparison. When selecting a solution, prioritize your existing systems, review processes, and data governance requirements, and then compare the styles of meeting summaries and the recording experience.