Pipedrive Launches New Project Management and Messaging Tools
Pipedrive’s new project management and messaging tools help sales teams manage post-sale work, automate workflows, and centralise customer conversations.
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Pipedrive, the easy and intelligent CRM for small and medium-sized businesses, has launched new project management and communication capabilities designed to help sales teams manage customer relationships and post-sale execution more effectively within one platform.
As sales teams scale, the transition from closed deal to successful delivery is often slowed by disconnected tools and lost information. Pipedrive’s latest release solves this by bringing post-sale execution directly into the CRM.
“Sales doesn’t stop when a deal is closed,” said Joe Futty, Chief Product and Technology Officer at Pipedrive.
“We believe that when sales teams are freed from the burden of disconnected tools, they can truly perform at their best. These updates are about giving professionals the confidence that their post-sale delivery is as world-class as their initial pitch.”
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Moving beyond the deal with Projects
For many sales teams, the transition from sales to delivery remains a blind handoff, often leading to lost context and operational inefficiencies. Pipedrive Projects brings post-sale project management directly into the CRM, helping them maintain momentum after the deal closes.
New capabilities include:
- AI-generated project briefs reduce manual handovers by automatically pulling commitments, notes and files from sales history.
- Projects Insights gives teams greater visibility into project activity, workloads and overall progress.
- Interactive Gantt timelines help teams identify bottlenecks and adjust schedules as priorities change.
- Projects on mobile ensure teams have app access to tasks and updates, enabling them to track progress and stay aligned.
“Before, we were running five different pipelines just to manage our delivery cycles,” said Justin Smith, President at Boost Transport. “Projects help us bring everything into one place. Triggering onboarding templates with pre-assigned tasks has saved our team hours every week.”
Making automation easier to trust
As businesses automate more sales processes, maintaining visibility into workflow performance becomes increasingly important. Pipedrive introduced enhanced automation monitoring capabilities that help teams spend less time managing systems and more time focusing on customers.
New capabilities include:
- Trust and Visibility dashboard helps teams monitor automation performance and identify issues earlier.
- Workflow health monitoring detects bottlenecks, failed automations and inefficient processes before they impact operations or customer experience.
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Bringing WhatsApp conversations into the CRM
Sales teams increasingly rely on WhatsApp to communicate with customers, yet many of those conversations remain disconnected from the CRM. Pipedrive’s new native WhatsApp integration allows teams to manage WhatsApp messages directly inside the CRM while automatically linking chats to deals, contacts and leads.
The integration enables teams to:
- Respond faster without switching between tools, keeping conversations moving more efficiently.
- Standardise follow-ups using templates and automated workflows, making communication more consistent and reducing missed next steps.
- Maintain conversation context across sales and post-sale interactions, improving visibility into customer history and collaboration across teams.
The WhatsApp integration is currently available in open beta for customers on Growth plans and above.
