ClientPilot AI transforms meetings into summaries, tasks, reminders, proposals, and sales activity visibility — so your team saves hours of manual work and closes more deals.
Decisions become action tasks. Follow-ups become reminders. Client needs become proposals.
Upload recorded meetings and turn client conversations into searchable transcripts with speaker detection.
Extract client needs, decisions, objections and clear next steps automatically from every conversation.
Important actions become organized tasks so nothing is forgotten — assigned with deadlines automatically.
Generate professional follow-up emails based on the real meeting conversation and client context.
Create personalized proposal drafts using the client conversation, requirements and your pricing.
Never miss a follow-up. Automatic reminders scheduled based on conversation context and deadlines.
See what changes when your sales process runs on AI instead of sticky notes and memory.
See what matters today: hot leads, overdue follow-ups, proposal queue, meetings, and the next best action.
ClientPilot AI completes the work normally spread across notes, documents, calendars and email tools.
Add your recorded client meeting. Supports all major audio formats with drag-and-drop simplicity.
Audio becomes an accurate, timestamped transcript with speaker identification in seconds.
Decisions, needs, objections and next steps are automatically extracted and organized.
Important actions become assigned tasks with deadlines — nothing falls through the cracks.
AI prepares a professional, context-aware reply ready to send to your client.
A personalized client proposal is generated based on the conversation and your templates.
Send or download a polished, branded PDF proposal — professional and client-ready.
Watch your meeting transform into structured intelligence while you focus on the client.
Professional emails written from your actual meeting context — ready to send in seconds.
Generate polished, branded proposals from your meeting context — ready to share in one click.
Clients submit issues, track status, and communicate securely with your support team.
Create secure sales accounts, assign work and monitor meetings, clients, tasks, proposals and follow-ups.
Owners can create sales users, give them Staff ID + PIN, and track clients, meetings, tasks, and reminders from one workspace.
Complete business view with all metrics, leads, and team activity in one place.
Add sales staff with unique Staff ID and secure PIN access.
Secure login access with role-based workspace permissions.
Dedicated client work area for each sales user.
Track team activity, meetings, and performance in real time.
One connected workspace for meetings, clients, tasks, follow-ups, proposals, support and sales teams.
Upload recorded meetings and turn client conversations into searchable transcripts with speaker detection.
Extract client needs, decisions, objections and clear next steps automatically from every conversation.
Important actions become organized tasks so nothing is forgotten — assigned with deadlines automatically.
Generate professional follow-up emails based on the real meeting conversation and client context.
Create personalized proposal drafts using the client conversation, requirements and your pricing.
Download polished client-ready proposals and share them professionally with one click.
See meetings, tasks, reminders, proposals and follow-ups in one unified activity history.
Track every lead from first conversation through proposal, follow-up and closing with visual stages.
Monitor clients, meetings, tasks, reminders and proposals created by each sales user in real time.
Create secure Staff ID and PIN accounts with role-based workspace access for your entire team.
Clients can submit issues, track status and securely communicate with your support team.
Manage your sales workflow from desktop, tablet or mobile with fully responsive navigation.
All plans include core AI features. Choose what fits your team size and meeting volume.
Let ClientPilot AI handle the busywork so you can focus on closing deals.
Start Free Today