Announcing o11's backing from Y Combinator.](/content/blog/announcing-backing-from-y-combinator/index.html)

# AI for Pipedrive

## AI that works the visual pipeline.

- Drag-equivalent deal moves and activity logging from one prompt.
- Clean up rotting deals before the dashboard does.

## Pipeline · Sales pipeline

Stage: All Time: Last 30d Owner: All

8 deals · $498K Filter Deal

Lead in2  
$40K  
Marina Capital intro  
Marina Capital  
$28K  
100  
DP  
May 02  
Coral Logistics first call  
Coral Logistics  
$12K  
010  
DP  
May 04  
Contact made2  
$86K  
Atlas Robotics MSA  
Atlas Robotics  
$52K  
321  
MC  
May 06  
Vega Capital intro  
Vega Capital  
$34K  
⏰  
210  
DP  
Apr 18  
Demo scheduled2  
$128K  
Hudson Holdings · Q2 expansion  
Hudson Holdings  
$42K  
432  
DP  
Apr 28  
Kepler Industries pilot  
Kepler Industries  
$86K  
524  
MC  
May 01  
Proposal made1  
$124K  
Helix Capital renewal  
Helix Capital  
$124K  
853  
MC  
Apr 30  
Negotiations started1  
$120K  
Aegis Ventures land+expand  
Aegis Ventures  
$120K  
645  
MC  
Apr 25

### Move the deals

AT  
Move 'Hudson Holdings' from Demo Scheduled to Proposal Made and increase value to $54K.

### Reasoning

I'l

## o11 for Pipedrive: an AI agent layer inside the visual deal pipeline

o11 is an AI execution layer that runs inside Pipedrive. The agent moves deals across the kanban, schedules activities, drafts follow-ups, and clears out rotting deals — without pulling a rep into a separate tool to retype what they already said in the call.

If you have searched for **AI for Pipedrive**, an **AI Sales Assistant alternative**, or a **Pipedrive workflow agent** that actually moves cards, the difference is the same one every CRM team eventually asks: does the AI describe the work or do the work?

## What teams use o11 for in Pipedrive

- **Kanban movement.** Push deals between stages, update fields, and adjust values right after a call ends.
- **Activity scheduling.** Set the next call, demo, or email so nothing rots while a rep is in back-to-backs.
- **Rotting deal cleanup.** Sweep stalled deals, send a requalification touch, mark lost where appropriate, and keep the pipeline honest.
- **Cross-system handoffs.** Push closed deals into invoicing, push notes into a doc, and ping a Slack channel without leaving the pipeline view.

## Why o11 differs from the Pipedrive AI Sales Assistant

The AI Sales Assistant suggests next steps, flags warming and cooling deals, and offers performance tips. Useful inputs, but the rep still has to act. o11 is built to act. The chat is the control surface, the pipeline view is where the move lands. It also reaches outside Pipedrive in the same prompt, which the built-in assistant does not.

## Built for teams that live across systems

Pipedrive is usually paired with email, a docs tool, a spreadsheet of accounts, and a finance system that never quite matches the CRM. o11 is positioned to act across all of them. A discovery call can become a Pipedrive stage change, a follow-up activity, a draft proposal in Docs, and a notification to the founder in Slack — in one prompt.

## Where Pipedrive teams typically start with o11

- **AEs and SDRs** with deal updates, activity scheduling, and follow-up drafting.
- **Founders and sales-led founders** running their own pipeline who do not want a second tool to learn.
- **Sales managers** with rolling forecasts, rotting deal sweeps, and weekly pipeline reviews.
- **Operations** with multi-pipeline cleanup, custom field standardization, and handoffs into onboarding.

## How o11 respects Pipedrive permissions

The agent operates with the user’s own permission set and visibility group. Visibility on deals, fields, and activities applies exactly the way it does for that user in the pipeline view. Nothing is bypassed. That keeps o11 deployable in larger orgs running multiple pipelines and tighter visibility rules across teams.

## FAQ

### How does this compare to the Pipedrive AI Sales Assistant?

Sales Assistant suggests next steps. o11 performs them across deals, activities, and outside tools.

### Does it scale beyond a simple pipeline?

Yes. The same agent handles multi-pipeline orgs and connects out to docs, email, and finance tools.

## Ready to see o11 inside Pipedrive?

[Book a demo](/content/demo/index.html)