Your AI-powered Sales Assistant

Your AI-powered Sales Assistant

PipelinePilot automatically creates perfect meeting notes, manages your priorities, and handles all follow-ups — with zero effort from you and seamlessly uploaded to your CRM.

Built by a team from leading institutions

Built by a team from leading institutions

Built by a team from leading institutions

How it Works

How PipelinePilot helps you

Automated Meeting Documentation

TalkTrack automatically records and transcribes your meetings, effortlessly creating concise, accurate summaries. Instantly extract clear action items and upload your insights to your CRM, so you stay on top of it — without typing a word.

Priority Management

TalkTrack intelligently organizes your daily tasks, delivering digestible daily briefings via voice or text. Leverage smart reminders and let the tool proactively block your calendar, ensuring critical tasks never slip through.

Never Drop the Ball

TalkTrack captures every client commitment and automatically schedules timely follow-ups. The system drafts messages matching your personal style and sends reminders before deadlines. Your opportunities never fall through the cracks—everything runs seamlessly while you focus on selling.

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Automated Meeting Documentation

TalkTrack automatically records and transcribes your meetings, effortlessly creating concise, accurate summaries. Instantly extract clear action items and upload your insights to your CRM, so you stay on top of it — without typing a word.

Priority Management

TalkTrack intelligently organizes your daily tasks, delivering digestible daily briefings via voice or text. Leverage smart reminders and let the tool proactively block your calendar, ensuring critical tasks never slip through.

Never Drop the Ball

TalkTrack captures every client commitment and automatically schedules timely follow-ups. The system drafts messages matching your personal style and sends reminders before deadlines. Your opportunities never fall through the cracks—everything runs seamlessly while you focus on selling.

Feature Image

Automated Meeting Documentation

TalkTrack automatically records and transcribes your meetings, effortlessly creating concise, accurate summaries. Instantly extract clear action items and upload your insights to your CRM, so you stay on top of it — without typing a word.

Priority Management

TalkTrack intelligently organizes your daily tasks, delivering digestible daily briefings via voice or text. Leverage smart reminders and let the tool proactively block your calendar, ensuring critical tasks never slip through.

Never Drop the Ball

TalkTrack captures every client commitment and automatically schedules timely follow-ups. The system drafts messages matching your personal style and sends reminders before deadlines. Your opportunities never fall through the cracks—everything runs seamlessly while you focus on selling.

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Deep Dive

Meet Your Sales Copilot

Meet Your Sales Copilot

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Before Your Meeting

Be prepared in seconds

Be prepared in seconds

TalkTrack sends smart notifications with client context, previous interaction history, and suggested talking points 5 minutes before your scheduled meeting. One tap starts recording when you're ready.
TalkTrack sends smart notifications with client context, previous interaction history, and suggested talking points 5 minutes before your scheduled meeting. One tap starts recording when you're ready.

During Your Meeting

Focus on your client,
not note-taking

Focus on clients,
not note-taking

While you build rapport with your client, TalkTrack actively listens, identifying different speakers and capturing key promises, questions, and insights in real-time.
While you build rapport with your client, TalkTrack actively listens, identifying different speakers and capturing key promises, questions, and insights in real-time.
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After Your Meeting

Insights delivered instantly

Insights delivered instantly

Within minutes, TalkTrack transforms your conversation into an organized summary with clearly highlighted action items, client needs, and follow-up deadlines. All important details captured without manual note-taking.
Within minutes, TalkTrack transforms your conversation into an organized summary with clearly highlighted action items, client needs, and follow-up deadlines. All important details captured without manual note-taking.

Continuous Improvement

Get better with every conversation

Get better with every conversation

TalkTrack analyzes each client interaction, providing personalized coaching on your communication style, questioning techniques, and closing approaches. Receive actionable tips to refine your sales strategy after every meeting.
TalkTrack analyzes each client interaction, providing personalized coaching on your communication style, questioning techniques, and closing approaches. Receive actionable tips to refine your sales strategy after every meeting.
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Integrations

PipelinePilot integrates into CRMs to input your customer intelligence seamlessly

FAQs

Frequently asked questions

Got Questions?
We've Got Answers

Frequently asked questions

Discover the unique features that make Close Coach the #1 solution for coaching your realtors to close more deals.

Discover the unique features that make Close Coach the #1 solution for coaching your realtors to close more deals.

Discover the unique features that make Close Coach the #1 solution for coaching your realtors to close more deals.

What makes PipelinePilot different from other solutions?

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PipelinePilot transforms your smartphone into a powerful AI sales assistant that eliminates manual data entry. Unlike traditional solutions that require you to input data, PipelinePilot automatically captures conversations, generates perfect meeting notes, extracts action items, and schedules follow-ups—all without you typing a word. This comprehensive approach addresses the three of the biggest pain points for sales professionals: documentation burden, follow-up failures, and system fragmentation.

Can I integrate Pipeline Pilot with my existing CRM and tools?

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Is my data secure with PipelinePilot?

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What team management features does PipelinePilot offer?

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What makes PipelinePilot different from other solutions?

Icon Here

PipelinePilot transforms your smartphone into a powerful AI sales assistant that eliminates manual data entry. Unlike traditional solutions that require you to input data, PipelinePilot automatically captures conversations, generates perfect meeting notes, extracts action items, and schedules follow-ups—all without you typing a word. This comprehensive approach addresses the three of the biggest pain points for sales professionals: documentation burden, follow-up failures, and system fragmentation.

Can I integrate Pipeline Pilot with my existing CRM and tools?

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Is my data secure with PipelinePilot?

Icon Here

What team management features does PipelinePilot offer?

Icon Here

What makes PipelinePilot different from other solutions?

Icon Here

PipelinePilot transforms your smartphone into a powerful AI sales assistant that eliminates manual data entry. Unlike traditional solutions that require you to input data, PipelinePilot automatically captures conversations, generates perfect meeting notes, extracts action items, and schedules follow-ups—all without you typing a word. This comprehensive approach addresses the three of the biggest pain points for sales professionals: documentation burden, follow-up failures, and system fragmentation.

Can I integrate Pipeline Pilot with my existing CRM and tools?

Icon Here

Is my data secure with PipelinePilot?

Icon Here

What team management features does PipelinePilot offer?

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Want to try it? Sign up to our free beta now:

Our team will be in touch within 24 hours.

GEt started for free

Get more support. Close more deals.

The most cutting-edge AI copilot for sales is here to boost your team's closing rates and give you more time back. Check out the future of sales today.

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GEt started for free

Get more support. Close more deals.

The most cutting-edge AI copilot for sales is here to boost your team's closing rates and give you more time back. Check out the future of sales today.

CTA Image

GEt started for free

Get more support. Close more deals.

The most cutting-edge AI copilot for sales is here to boost your team's closing rates and give you more time back. Check out the future of sales today.

CTA Image

Company

© Copyright PipelinePIlot 2025

Company

© Copyright PipelinePIlot 2025

Company

© Copyright PipelinePIlot 2025