NEW YORK--(BUSINESS WIRE)--Sep 16, 2026--
Pipedrive, the easy and intelligent CRM for small and medium-sized businesses, today announced the general availability of Nova, an AI meeting intelligence tool built directly into Pipedrive. Pipedrive Nova briefs salespeople before calls using logged context, records and transcribes conversations during the meeting, and drafts the resulting CRM updates afterward. Nova operates within the platform’s infrastructure without requiring a separate AI tool to deploy or manage.
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Snug saves up to an hour per sales meeting with Nova
Australian property technology company Snug piloted Nova ahead of its general availability. Snug's software is used by more than 73,000 property managers and 1.5 million renters across Australia. The company says Nova saves its six-person sales team between 30 minutes and one hour per sales meeting.
“Nova saves me at least half an hour to an hour per deal meeting in terms of note-taking, transcribing and follow-up action steps,” said Justin Butterworth, Founder and CEO of Snug. “The tool essentially triples the size and effectiveness of our sales team. We’re not having to do all of the manual sales administration, preparation, follow-up. We’re getting a second set of eyes and intelligence on every conversation.”
Nova at a glance
Sales teams are drowning in the work around selling
Pipedrive's 2026 CRM Trends Report, based on a survey of 1,000 sales and marketing professionals, found that 42% spend at least 40% of their working day on tasks that do not directly generate revenue. Only 11% say actively closing deals is among their most frequent weekly activities.
The work surrounding customer conversations adds to that burden. Pipedrive's report “The hidden cost of selling” found that 71% of professionals spend at least ten minutes preparing for every customer call by reviewing emails, CRM history and previous interactions. Nearly half (47%) say follow-ups or CRM updates frequently take more than 24 hours to complete.
Salespeople also want to remain in control of AI-generated work. The same report found that only 23% would be very comfortable with AI completing tasks automatically without their review, while 43% say the AI capability they want most is help drafting emails, summaries and notes that they can review before sending or saving.
“Everyone in this category is trying to build an autopilot, and I think that's the wrong plane to be flying. What actually helps a rep isn't more automation. It's more confidence. Nova gets everything else out of their way so reps can spend that energy doing the one thing they're actually paid to do: sell. That's what we built Nova to do,” said Joe Futty, Chief Product and Technology Officer at Pipedrive.
Meeting intelligence built to bring out every salesperson's best
Nova supports salespeople during and after customer meetings, with additional preparation where relevant CRM data is available:
Pipedrive Nova is generally available globally from September 16, 2026, and included in all Pipedrive plans at no additional cost.
For more information about Pipedrive Nova, visit pipedrive.com/nova
About Pipedrive
Founded in 2010, Pipedrive is the easy, intelligent CRM loved by growing sales teams at small and medium-sized businesses. Intuitive by design, the platform gives businesses complete visibility into their sales pipeline and acts as a single, trusted source for customer and deal data. Pipedrive operates like a virtual team behind every salesperson by automating manual workflows, recommending next-best actions and keeping deals moving. Today, more than 105,000 companies across 180+ countries use Pipedrive to accelerate growth. Headquartered in New York, the company is backed by majority shareholder Vista Equity Partners alongside other leading global technology investors. Learn more at www.pipedrive.com.
Pipedrive Nova supports salespeople during and after customer meetings, with additional preparation where relevant CRM data is available
FORT WALTON BEACH, Fla.--(BUSINESS WIRE)--Sep 16, 2026--
Eglin Federal Credit Union (Eglin FCU) has partnered with Carefull, the financial safety platform built to protect older adults and their families from scams, fraud, and financial exploitation. The partnership makes Eglin FCU the first credit union headquartered in Florida to bring Carefull to its members.
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Eglin FCU puts members at the heart of every decision, including the many retirees, military veterans and older adults who have trusted the credit union with their finances for decades. As scams increasingly target older adults through phone calls, text messages, email, social media and other channels, Eglin FCU saw an opportunity to provide members with additional tools to recognize and respond to potential threats.
"At Eglin Federal Credit Union, our mission is to provide our members with five-star service, support and solutions to simplify their financial lives. As fraud and financial exploitation continue to grow in frequency and sophistication across the country, we believe it is essential to offer innovative resources that help our members stay protected. Our partnership with Carefull reflects our commitment to being proactive in safeguarding our members' financial well-being while providing added support for their families and caregivers. We are proud to be the first Florida-headquartered financial institution to bring this valuable benefit to our members, helping them navigate their financial lives with greater confidence and peace of mind." Cathie Staton, President and CEO, Eglin Federal Credit Union.
Carefull helps extend protection beyond the individual member by providing financial monitoring, alerts, and identity protection features that can include trusted family members or caregivers. Members can add a trusted contact to their Carefull account, creating another layer of support that can help identify warning signs and prevent smaller issues from becoming significant financial problems.
“This isn’t just a fraud moment, it’s a member experience moment,” said Todd Rovak Co-Founder of Carefull. “Eglin FCU is setting an important example for financial institutions across Florida by recognizing that protecting members is a critical part of the credit union mission. By helping older members feel protected while giving their children and trusted loved ones a reason to engage, Eglin FCU is creating an experience that can strengthen member loyalty, improve retention and open the door to the next generation. “
The impact of financial fraud and exploitation often extends beyond the individual. Scam losses can create financial and emotional challenges for entire families, while adult children and caregivers are often left trying to recognize problems before greater harm occurs. By giving members the option to involve trusted contacts in their financial safety, Carefull can help families identify concerns earlier while supporting member independence.
The goal is simple: greater awareness of scams, earlier identification of potential fraud, stronger protection for members and their families, and greater peace of mind knowing trusted resources are there to support them, all brought to them by the credit union they trust, Eglin FCU.
About Eglin FCU
Eglin Federal Credit Union was chartered in 1954 and is a not-for-profit, member-owned financial institution, federally regulated by the National Credit Union Administration. Membership includes military (active, retired, reserves and veterans), civil service and US Government affiliations on Eglin Air Force Base, Hurlburt Field, Duke Field, Camp Rudder and 7th Special Forces Group. Membership includes anyone who lives, works, worships or attends school within our Geographic Field of Membership and anyone who is related to or lives with an Eglin FCU member. Membership also includes over 1000 Select Employee Groups in Okaloosa, Santa Rosa, Walton, Escambia, FL counties and Escambia County, AL. Our Mission is to provide our members with five-star service, support and solutions to simplify their financial lives. Where Members Matter Most.
About Carefull
Carefull is a financial safety platform designed to protect older adults, next-gen families, and the financial institutions that care for them. Created for the financial realities of aging, Carefull helps protect against scams, fraud, identity theft, and everyday money mistakes through AI-powered account oversight, scam detection, identity and credit protection, trusted contact coordination, and expert support from a U.S.-based Care Team. Through partnerships with leading financial institutions and wealth firms, and support for organizations such as the Alzheimer’s Association, Carefull helps extend proactive protection and support to families as financial needs, caregiving roles, and cognitive health evolve. Financial institutions and wealth firms partner with Carefull to retain and grow relationships, drive engagement across generations, and support the long-term financial well-being of the people they serve.
Eglin Federal Credit Union Becomes First Florida-Headquartered Financial Institution to Partner with Carefull
