Pipedrive

Sales & CRM

Neotask makes Pipedrive your most responsive deal manager — OpenClaw handles pipeline queries, updates, and reporting in plain English.

What You Can Do

Deal Pipeline Queries

Ask for all deals in a specific stage, owned by a specific rep, or closing within a date range. Get deal counts, total values, and probability-weighted forecasts instantly.

Contact & Organisation Lookup

Find person or organisation records by name, email, or associated deal. Get a full profile with linked deals, recent activities, and contact details.

Activity Logging & Scheduling

Log completed calls, emails, and meetings through conversation. Schedule follow-up activities by telling Neotask the date, time, and activity type — it writes directly to Pipedrive.

Sales Performance Reporting

Ask for rep performance by deal count, value closed, or activity volume. Compare this week vs. last week, or this month vs. quota, without building Pipedrive reports manually.

Pipeline Health & Stale Deal Detection

Ask for deals that haven't had any activity in a given number of days. Surface deals with overdue activities, missed close dates, or missing key fields.

Try Asking

  • "Show me all deals in the 'Proposal' stage closing this month."
  • "What's the total pipeline value for each rep on the enterprise team?"
  • "Find all deals with no activity in the last 21 days."
  • "Log a call with David at Pinnacle Group — he's ready to move to contract."
  • "Which deals have a close date that's already passed but are still open?"
  • "What's our average deal cycle length for deals closed last quarter?"
  • "Schedule a follow-up call with the Nexus Corp deal for next Tuesday at 10am."
  • "How many deals did we close last month and what was the total value?"

    • Pro Tips

  • Use Pipedrive's custom fields by name in your questions — Neotask will map them correctly if you describe the field as you've named it.
  • Ask for stale deal reports every Monday: "deals with no activity in 14 days" is the clearest pipeline hygiene signal for weekly reviews.
  • Combine deal queries with activity scheduling: "show me all overdue deals and schedule a follow-up call for each one this week."
  • Ask for average deal value by source or pipeline to understand which acquisition channels produce the most valuable customers.
  • Use Neotask during sales calls: "log this call with Acme and set next step to send proposal by Thursday" takes 5 seconds.

    • Works Well With