Pipedrive Launches Nova AI for Meeting Preparation, Transcription, and CRM Updates

On September 16, 2026, Pipedrive announced the global launch of Nova, a built-in AI tool for working with customer meetings and phone calls. Nova analyzes customer information before a call, records and transcribes meetings, creates summaries, and suggests CRM changes based on the discussion.

Unlike standalone transcription services, Nova is integrated directly with Pipedrive. The tool uses existing data on contacts, organizations, and deals, and links the results of conversations to the corresponding CRM records.

Nova is available to users on all Pipedrive plans at no additional cost.

Meeting Preparation Based on CRM Data

Before a scheduled meeting, Nova automatically creates a Pre-call Brief using the available CRM information: the deal history, previous communications, email correspondence, notes, and recent activities.

The prepared brief may include:

The user can add their own instructions to the brief. For example, they can specify which questions need to be discussed or which aspects of the deal require special attention. These instructions will be used when preparing subsequent meetings related to the same deal.

As a result, the sales rep does not need to manually gather context from several CRM records, emails, and the interaction history.

Recording and Transcribing Meetings in Google Meet, Zoom, and Microsoft Teams

During calls, Nova captures the content of the conversation using AI Notetaker.

Two recording options are available for online meetings.

The first involves adding AI Notetaker as a separate participant in Google Meet, Zoom, or Microsoft Teams. The user can invite the assistant manually or set it to join eligible meetings from the calendar automatically.

The second option uses the Nova Companion app for Windows and macOS. It records audio directly from the computer, so no separate bot appears among the video conference participants.

The app makes it possible to process not only meetings in popular video conferencing services but also other VoIP calls, phone calls, and in-person meetings, as long as the computer can record their audio.

After the conversation ends, Nova provides a text transcript with timestamps. The user can jump from a highlighted action to the corresponding part of the conversation.

It is also possible to upload the transcript of a meeting recorded without Nova for subsequent analysis.

Automatic Creation of Summaries and Next Steps

After the meeting ends, Nova analyzes the transcript and creates a structured summary.

It highlights the main issues discussed, the agreements reached, important details, and next steps.

For example, if during the call the customer agreed to an additional product demo, requested a commercial proposal, or indicated an expected decision date, Nova can highlight these agreements in the final summary.

The summary can be saved as a note linked to the corresponding deal, contact, or organization in Pipedrive.

This makes it possible to keep the content of customer conversations directly in the relationship history rather than in separate documents or transcription apps.

Suggestions for Updating the CRM After Calls

One of Nova's key features is turning information from conversations into suggestions for updating CRM data.

Based on the transcript, the tool can suggest changing:

For example, if during the conversation the customer confirmed the agreed budget and the expected timeline for signing the contract, Nova can suggest updating the deal value and its expected close date.

Each suggested change is shown next to the current value of the field.

Nova does not change existing CRM data without the user's confirmation. The sales rep can accept the suggestion, adjust the value, or reject it.

At the same time, field change suggestions are generated based on meeting transcripts. Synced email correspondence is used to prepare for calls but does not serve as a standalone source of such suggestions.

Managing Access and Participant Consent

Pipedrive has provided separate settings for managing the recording and processing of conversations.

Nova makes it possible to send participants notifications about upcoming transcription, collect consent, or give them the option to opt out of recording.

When AI Notetaker is used, the bot joins the video conference as a visible participant and notifies those present about the transcription. The meeting organizer can remove it from the conversation to stop the recording.

Responsibility for complying with laws on recording conversations and obtaining the necessary consent remains with the organizer.

A Pipedrive administrator can manage employee access to Nova. According to the company, customer data is not used to train third-party AI models.

Nova Availability and Cost

As of September 16, 2026, Nova's core features became generally available worldwide.

The tool is included in all Pipedrive plans at no additional cost. Using the basic functionality does not require purchasing a separate product or connecting a third-party service.

Nova works in a separate tab in Pipedrive that brings together call preparation, transcripts, summaries, and CRM update suggestions.

Which Companies Pipedrive Nova Is Intended For

Pipedrive is a CRM platform for managing contacts, leads, deals, and sales processes. The system is aimed primarily at small and medium-sized businesses, as well as teams that work with long sales cycles and regular customer communications.

Nova extends the platform's functionality in the area of Conversation Intelligence by linking the content of conversations to specific CRM data.

For B2B companies and service businesses, the tool makes it possible to reduce manual meeting preparation and documentation of their results, systematize agreements with customers, and keep deal information up to date.

Nova can be especially useful for sales teams in which a significant part of customer interaction takes place through video conferences, phone calls, and in-person meetings.