Your leads are going cold while your reps are in a meeting.
We build AI workflows into your existing CRM that contact every lead in seconds, follow up on their own, and show you the whole pipeline in one dashboard.
Built for B2B sales teams handling 100+ inbound leads a month.
Works inside Salesforce, HubSpot, GoHighLevel, Pipedrive and more. No migration, no new system to learn.
60 seconds: what this actually looks like once it's running.
Speed and follow-up are where deals die.
Slow response loses deals
The first company to respond usually gets the conversation. Most inbound leads sit for hours while reps are in meetings, on calls, or asleep, and by then the prospect has already spoken to someone else.
Follow-up falls through
Manual follow-up depends on rep memory, energy, and discipline. The second and third touches are where deals are won, and they're the ones that quietly never happen.
Reps buried in admin
CRM updates, scheduling, and note-taking eat the day. The actual selling time left over is the smallest slice of it.
Four workflows, built into the stack you already have.
AI Speed-to-Lead
Every new lead gets an instant, personalized response within seconds, across SMS, email, and chat, using your tone and your offer.
AI Follow-Up & Nurture
Structured multi-touch follow-up across email and SMS, with consent capture, quiet hours, and one-tap opt-out built in from the start. Persistent where it should be, compliant everywhere it has to be.
AI Sales Admin Assistant
A defined set of automations that run after every conversation:
- •Call and meeting transcription, logged automatically to the CRM
- •Follow-up emails drafted by AI, queued for your rep to approve and send
- •CRM fields populated from call transcripts and email threads
- •Deal stage hygiene enforcement and stale-deal alerts
- •A daily pipeline digest to the sales lead
AI drafts, your reps approve. Nothing goes to a live prospect without a human seeing it first.
AI Sales Intelligence Dashboard
One live view of response times, follow-up completion, lead-to-meeting rate, pipeline by stage and age, and rep activity. You'll see which sources bring the most leads and meetings, and where they stall.
It runs inside your CRM. You don't move anything.
No migration, no new system of record, no retraining your reps. Deals stay exactly where your team already works. We build into your existing stack and maintain it as your process changes.
The dashboard shows you leads. It can't show you cost per customer.
Your sales intelligence dashboard will tell you which sources produce leads and meetings, how fast each one gets worked, and where deals stall. What it can't tell you, until your ad platforms are connected to your closed-won data, is what each source actually cost you per customer. That's a separate build, and it's the other half of what we do. Most teams start here and add it once the pipeline data is clean.
See how closed-loop ad attribution works →Done-for-you. No technical work on your end.
Free workflow audit
We map your current sales process and identify the highest-impact workflows for your team.
We build & install
Built into your existing CRM, comms, and scheduling stack. No technical work on your end.
We run & optimize
We monitor performance, tune the prompts and triggers, and keep the system working as your business changes.
You see it working in week one
Speed-to-lead goes live first, so the first measurable change lands before the full build is finished.
Full implementation typically takes 4 to 6 weeks.
How fast is your team actually responding?
The Speed-to-Lead Scorecard is a short self-assessment: how to measure your real first-response time, the follow-up touches most teams skip, and the fixes to run first. Takes ten minutes.
One email. Unsubscribe in one click.
Questions people ask before booking
Every lead contacted in seconds. Follow-up that doesn't depend on memory.
Free workflow audit. No obligation.
Or email info@pilotrevenue.com directly.
I take five audits per month so each one gets real attention.