Features
Drive Sales
Success with Piper
We’ve designed a platform that simplifies processes, boosts productivity, and keeps your data secure. Explore our key features and see how Piper can help your business grow with ease.
Trusted by
Revenue
18%
Conversion Rate
16%
Sales Cycle
31%
Accurate data.
Smarter decisions.
Data Integrity and Intelligence
Piper keeps your CRM complete, accurate, and always up-to-date, reducing manual data entry errors and omissions. With intelligent pipeline visibility and insights, you can spot risks early, prioritize the right deals, sharpen customer segmentation, and make smarter, faster decisions.
Real-time CRM sync without
lifting a finger
Piper syncs updates straight to your favorite CRM platforms: notes, deal stages, custom fields, tasks, and more. Everything stays organized and up-to-date automatically.
Multi-channel input means every touchpoint is captured
Piper pulls in data from your calls, emails, messaging apps, and in-person meetings. No matter where the conversation happens, your CRM stays complete and current.
Meeting capture and transcription lets your team stay present
Piper takes care of the notes while you focus on the conversation. Every call is recorded, transcribed, and stored automatically in a searchable archive with filters to access full context in seconds.
Smart summaries and insights surface what matters and keep things moving
Teams report measurable improvements in rep productivity, data hygiene, and forecasting accuracy within the first month.
Deal visibility and scoring show you where to focus
Piper analyzes your client interactions and assigns deal scores based on your own playbook, providing specific feedback, both for the rep and the manager, for increased performance and higher win rates.
Automatic task generation so that opportunities receive proper follow-up
Piper automatically identifies and creates follow-up tasks, ensuring reps never miss a step in the sales process. Keep your deals on track and prevent opportunities from slipping through the cracks.
Real-time CRM sync without
lifting a finger
Piper syncs updates straight to your favorite CRM platforms: notes, deal stages, custom fields, tasks, and more. Everything stays organized and up-to-date automatically.
Multi-channel input means every touchpoint is captured
Piper pulls in data from your calls, emails, messaging apps, and in-person meetings. No matter where the conversation happens, your CRM stays complete and current.
Meeting capture and transcription lets your team stay present
Piper takes care of the notes while you focus on the conversation. Every call is recorded, transcribed, and stored automatically in a searchable archive with filters to access full context in seconds.
Smart summaries and insights surface what matters and keep things moving
Teams report measurable improvements in rep productivity, data hygiene, and forecasting accuracy within the first month.
Deal visibility and scoring show you where to focus
Piper analyzes your client interactions and assigns deal scores based on your own playbook, providing specific feedback, both for the rep and the manager, for increased performance and higher win rates.
Automatic task generation so that opportunities receive proper follow-up
Piper automatically identifies and creates follow-up tasks, ensuring reps never miss a step in the sales process. Keep your deals on track and prevent opportunities from slipping through the cracks.
Less admin. More selling.
Operational Efficiency
Save time, stay organized, and close deals faster with Piper’s automation features. From CRM updates to meeting prep, Piper frees up valuable time so reps can focus on selling.
AI-powered meeting prep puts insights at your fingertips
Piper gets you ready before every meeting with on-demand insights from past conversations. No more digging through notes or asking teammates for background.
Automated data hygiene keeps your archive clean and relevant
Reps spend up to 25% of their time on CRM upkeep. Piper automatically identifies the participants in every conversation, links it to the corresponding opportunity, creates a summary, extracts insights and updates the CRM. Less admin means more selling time.
Task automations and reminders keep opportunities moving
Piper promptly creates tasks, sets reminders, and tracks next steps to ensure reps follow up on every opportunity. Never miss a follow-up, deals stay active, and your pipeline keeps moving.
Follow-up emails write themselves in your style and tone of voice
By automatically drafting customizable follow-up emails after every conversation, Piper helps you stay responsive, keeps prospects engaged, and eliminates time wasted writing from scratch.
Collaboration gets easier, and nothing gets lost
Piper makes key information easy to access and securely share across your team, breaking down data silos. Faster onboardings and smoother deal handovers without confusion or repeated work.
Visibility that drives stronger teams.
Coaching and Enablement
Piper empowers stronger data-driven decisions and more accurate performance monitoring, so you can manage large sales teams with ease. From real-time coaching to shareable best practices, Piper helps you improve execution, stay aligned, and scale what works.
Real-time coaching gives you
answers and a plan
Piper equips you with step-by-step guidance so you know exactly what to do next. Got a question from the client? Piper Agent pulls from your CRM and past conversations to give you instant, reliable answers.
Performance reports reveal insights to drive wins and coaching
Piper’s unified Reports hub delivers real-time visibility into both quantitative and qualitative measures. With customizable filters, you can spot trends, celebrate wins, and target coaching opportunities.
Customizable playbooks help you follow what works
Piper gives your reps flexible, step-by-step guidance built on what works best. Each playbook is fully customizable, so your team can tailor them to match your own process, style, and priorities.
Best practices are shared, not siloed
Piper ensures consistency in achieving sales targets by making it easy to access and share top-performing calls, tactics, and approaches. Your team can learn from real examples and onboard faster.
Want to see it live?
Set a meeting if you are ready to accelerate your sales with Piper.