Everything you need in SalesPilot
SalesPilot is a mobile-first CRM for solo sellers and small teams who close deals in the field, not behind a desk. Capture contacts, generate fast briefs, draft follow-ups, and stay on top of the next move without turning your day into admin work.
Fast lead capture
Add leads by typing, voice capture, contacts import, or business-card scan instead of re-entering everything later.
AI meeting briefs
Turn raw notes and deal context into a concise brief so you know what matters before the next touchpoint.
Voice-to-CRM workflow
Dictate right after a meeting and convert the transcript into structured contact and deal fields.
Follow-up drafts
Generate a tone-matched follow-up message in seconds when the next step matters more than perfect prose.
Pipeline alerts
See when a deal is slipping so follow-up happens before the opportunity goes cold.
Exportable deal library
Keep briefs, notes, and deal records organized and ready to export when you need proof or context.
How it works
Capture the contact
Start with a note, transcript, imported contact, or business card instead of filling a desktop-style CRM form.
Generate the next action
Use briefs, insights, and follow-up drafting to turn a raw interaction into a clean next step quickly.
Keep the pipeline moving
Review the dashboard, act on stale-deal alerts, and export the details that matter when a deal needs context.