Pipedrive
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Papercrane
You keep Pipedrive clean. Monday is still a spreadsheet.
Insights reads one thing at a time, so the questions that span deals and activities end up in a spreadsheet. Papercrane's AI agent joins your Pipedrive records with access you approve and builds the pipeline review as a live dashboard.
Connect in about a minute. Free to connect and ask. Paid plans start when you publish a dashboard. See pricing
One question. Two reports and a spreadsheet.
“Which deals went quiet?” needs your deals and your activities in the same answer, and Insights draws each report from one entity. Here is where the evening actually goes.
Deals report
Qualified
$180k
Proposal
$240k
Negotiation
$120k
Contract sent
$72k
34 open deals, $612,000 value
knows nothing about activities
Activities report
Alex
28
Priya
34
Sam
22
Jordan
12
96 activities this week, 14 overdue
knows nothing about deal value
Pipeline WK35.xlsx
tab: Pipeline WK35 · match column filled in by hand
stale by Tuesday, rebuilt next Sunday
one asked question
“Show open deals over $5K with no activity in 14 days, by owner.”
still current next Monday
Papercrane reads the same deals, activities, people, and organizations you already keep clean, joined on request instead of one at a time.
Walls you've already hit
One entity per report
Each Insights report draws from one entity: deals in one report, activities in another. The questions that run your Monday need both at once.
The forecast lives upstairs
The deal revenue forecast report starts on Premium, and using your custom fields to slice reports does too. The math your team runs every week is priced as an upgrade.
No memory
Insights shows the pipeline as it stands today. What it looked like when you forecast last month, and whether that forecast held, lives nowhere.
The Monday questions, asked once
Which open deals over $5K have had no activity in two weeks, by owner?
Win rate when the first call happens within a day of the deal being created, versus later.
Expected revenue by close month, weighted by stage, next to what actually closed each month this year.
Which organizations have lost us three deals and have nothing open?
Activities per rep per week by outcome, next to the deals each rep moved forward.
Closed won this quarter next to the invoices that actually went out.
Every answer comes back as a chart on a live dashboard, not a paragraph you have to trust.
Built by Papercrane's agent from one conversation. Refreshes on its own, so it's current at 8am without a Sunday export.
1. Connect Pipedrive with access you approve
2. Ask a Monday question
3. The agent plans the queries, joins deals, activities, and people, and builds a hosted dashboard
4. It stays live, and when a refresh fails the error routes back to the agent, which repairs it
Read access only. Papercrane never edits a deal, logs an activity, or touches your pipeline.
The reporting wall is not a reason to migrate
Teams hit Insights' edges and start pricing a move to a heavier CRM, trading away the simplicity that got reps updating deals in the first place. Keep Pipedrive for what you chose it for; put the reporting next to it instead of replacing the whole system.
Running sales for more than one brand or client? Connect each Pipedrive account and address it by name: one workspace, one live review per pipeline.
When you don't need us
If your questions fit one object at a time, stage conversion, deals won by rep, activity counts, Insights answers them well on the plan you already pay for, and its dashboards share by link for free. If what you want is a rep leaderboard on the office TV with prebuilt sales KPIs, Dear Lucy is built for exactly that, integrates with Pipedrive in minutes, and its Team plan costs $165 a month. Papercrane is worth paying for when the question spans deals, activities, and people at once, or crosses into your books, and you want the answer to stay live without owning another tool's setup.
Questions Pipedrive teams ask us
The pipeline is half the story. Most teams connect the books next, so closed won can meet what was actually invoiced and paid.
Connect Pipedrive, ask which deals went quiet, and take the answer into Monday instead of building it on Sunday.
Free to connect and ask. Paid plans start at publishing. See pricing
Papercrane
Integrations: