PilotDesk

Overview

PilotDesk is an AI-powered copilot specifically designed for sales professionals to eliminate tedious administrative work and enhance productivity within their Customer Relationship Management (CRM) systems. It seamlessly integrates with popular CRMs like Salesforce and HubSpot, automating routine tasks such as logging activities, updating contact and deal information, summarizing sales calls, and drafting personalized emails.

By intelligently handling data entry and workflow automation, PilotDesk allows sales representatives to dedicate significantly more time to core selling activities like prospecting, engaging with leads, and closing deals. This automation improves efficiency, ensures greater data accuracy within the CRM, and ultimately contributes to increased sales performance and a faster sales cycle, freeing up reps from manual data management burdens.

Key Features

• Automated CRM Data Entry (Salesforce, HubSpot)
• AI-Powered Call Summaries
• AI Email Drafting and Assistance
• Automatic Activity Logging
• Workflow Automation
• Prospecting Support
• Integration with Sales Tools (Outreach, Salesloft)

Supported Platforms

• Web Browser

Integrations

• Salesforce
• HubSpot
• Outreach
• Salesloft
• Gmail
• Outlook
• Google Calendar
• Outlook Calendar

Pricing Tiers