Flowbird CRM Insights

Tools don't sell. Systems do.

Written by Louis Tomlinson | 19-May-2025 11:31:22

Across countless conversations with clients, I've learned that most sales teams don't struggle because they lack tools - they struggle because their tools aren't connected, underused, manual or clunky. 

These are the 5 new or upcoming Pipedrive features I'm most excited about - not because they're shiny, but because they're practical

 

1. Sequences (Beta)

“Finally — follow-up you don’t need to babysit.”

There’s a lot to like about Sequences. And frankly, a lot to be relieved about.

Until now, building follow-up cadences in Pipedrive has meant either:

  • Tagging records manually
  • Hacking together custom fields + filters
  • Or living in fear that a fragile automation will suddenly fail and no one will notice. 

But this is different.

You can now start sequences on demand.
Need to follow up with 12 deals? Select them from the list view, hit “Start Sequence,” and done. No tags. No hacks. Just works.

Templates that can be customised
You set the bones of the email — then reps tweak it before sending. No more "just trust them to write something good." Even better, if you're on a Professional plan, Pipedrive’s built-in AI can help write the email too (and it's not bad, actually).

Timing that reflects real life
The step delay options now let you trigger after the previous step is completed - not just after a fixed time. That means:

  • If a rep misses a day, the sequence doesn't break.
  • If an email gets held up, it adapts.
  • If someone's off sick? No stress. 

Finally — something that works with the messy reality of actual sales work.
(And doesn’t collapse the moment someone forgets to click something.)

💡 Start with this: When a lead is marked as "Attempting", start a sequence. Stop it the moment they reply or move stage. 

👉  Not sure what "Attempting" means in this context?
Check out this blog on lead labels and smart Pipedrive configurations - it covers exactly how to structure your CRM so automations like this make sense. 

2. Deal Scoring

“Every deal deserves attention. But not all of them deserve your time.”

This one’s not available in most accounts yet (including mine, currently), but it’s shaping up to be one of the most important new additions to Pipedrive’s Pulse workspace.

We’re finally getting proper deal scoring - and not the kind where you invent an overly complex formula that no one trusts. This will include:

  • Custom scoring models, built around criteria that actually reflect your sales process.
  • AI-powered ranking using engagement signals (opens, clicks, replies)
  • A scoring view inside Pulse that helps reps focus their time where it counts

And it couldn’t come soon enough.

Why it matters:

Let’s be honest: salespeople are biased.
They chase the client who sounds nice. They avoid the client who’s direct. They sink 4 hours into a £500 deal and let a £10k one sit in the pipeline gathering dust.

Scorecards fix that — if they’re built right.

As a sales consultant, I’ve built a lot of these manually over the years - using custom fields, filters, tags and “gut feel logic.” Now Pipedrive is bringing this into its core. That’s a win.

Pro Tip (For Later):

Once this rolls out, don’t just enable it and hope for the best.
Take time to build a clear scoring logic with your team — decide what actually makes a deal “hot” for your business, and feed that in.

Want bonus points? Use those scores to trigger:

  • Priority task creation
  • Alerts for manager review
  • Or to filter into automation paths with different pacing 

3. Automation Branching (Coming End of Q2 2025)

“Finally… logic that actually makes sense.”

Let’s be honest: Pipedrive’s automation builder has always been solid… but painfully linear.

If you wanted a workflow that did something different depending on deal size, lead source, or pipeline stage? You were either:

  • Stacking multiple automations and hoping they didn’t conflict.
  • Building elaborate filters and praying they didn’t break.
  • Or (more often) giving up and doing it manually.

But now? That’s about to change.

Automation Branching allows your workflows to follow different paths based on real logic — in a single flow.

So instead of creating five separate automations for different lead sources, you can build one flow with conditional logic like:

  • If lead source = “Referral” → Assign to X, trigger Sequence A
  • If lead source = “Website” → Assign to Y, trigger Sequence B
  • If deal value > £10k → Notify manager, add priority tag
  • Otherwise → Add to nurture flow 

Why this matters:

  • Sales teams finally get automations that match how they actually work — not some oversimplified ideal.
  • Marketing teams can run follow-up campaigns, qualification routes, or nurture flows based on real conditions inside the CRM.
  • Admins save hours of duplication, manual checking, and “which of the 12 automations broke it this time?” moments. 

This is the feature that will quietly make a lot of HubSpot users stop and think.
Pipedrive isn’t trying to become an enterprise behemoth - it’s just fixing the stuff that’s held back smart sales teams for years.
And honestly? It’s about time.

4. Team Inbox (Coming Q2 2025)

“Finally, a shared inbox that isn’t powered by hope, CCs, and coloured labels.”

This one’s been a long time coming — and I can say that with a little too much lived experience.

For years, the lack of a proper shared inbox in Pipedrive has had teams:

  • Forwarding emails manually
  • BCC’ing group addresses
  • Building complex third-party sync setups
  • Or worse, just asking each other “Did anyone reply to this?” 

But no more.

With Team Inbox, Pipedrive is finally giving us a centralised shared email view - where you can:

  • Assign conversations to teammates
  • Track replies and thread ownership
  • Collaborate on responses
  • And (thankfully) keep full context inside the CRM 

It’s a game-changer for sales teams that share a general enquiries inbox, BDR teams managing volume together, or client services teams who want visibility without stepping on each other’s toes.

Real-world take:

I’ve built countless workarounds to solve this missing feature.
Honestly? It’s been one of the blockers that’s made certain clients say: “Pipedrive looks great… but this just won’t work for our team.”

Now that’s changing.
And when it does, I already have a list of companies I’ll be calling - because this feature alone might be the thing that finally gets them back on board.

(Maybe you’re one of them.)

5. AI Email Agent (Coming Q3 2025)

“Because sometimes your brain is full… and your inbox is fuller.”

Let’s set expectations straight: this isn’t some wild GPT-style writing tool trying to replace your voice. It’s something far more useful:

👉 A quiet assistant that reads through your email threads, highlights what matters, and helps you reply - with context.

Here’s what it’s expected to do:

  • Summarise email conversations so you don’t have to scroll back through five “just checking in” threads.
  • Highlight priority messages based on urgency, engagement, or where action is due.
  • Draft responses that sound like you (not a robot), using tone-learning AI.

Why this matters:

  • For reps, it means reclaiming time and energy - especially in high-volume inboxes or follow-up sequences.
  • For account managers, it’s about never missing the moment to step in.
  • And for teams juggling multiple tools, it reduces the risk of important messages slipping through the cracks. 

Consultant insight:

I’m not usually one to get excited about “AI this, AI that” - but I’ve read enough emails with “just bumping this up in your inbox” to know we all need a little help keeping up.

The best bit? This kind of feature doesn’t change your workflow. It just greases the gears so everything moves faster.

So no, AI isn’t here to write your sales pitch.
But it is here to help you sound like your best self — even on a Friday at 4:59 PM. (Maybe chuck some spelling mistakes in there so you don't sound too good.

Wrapping Up

Pipedrive has come a long way - and these new features aren't just "nice to have." They solve real, everyday problems that used to require workarounds, hacks or awkward conversations.

If you've been using Pipedrive for a while, you might not even realise how much easier things are about to get. 

But I do. 

Because we've built workarounds. We've helped teams bend Pipedrive into shape. And I can tell you - the shape's changing. 

So whether you're:

  • Wondering how to use sequences properly.
  • Curious whether Deal Scoring is worth setting up.
  • Or just tired of forwarding emails to yourself...

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