The Problem: Taking Manual Notes Is Tedious and Time Consuming
You've been waiting for a tool that can truly transform the way you do business. Something that boosts your productivity, improves relationships, and gives you back precious time each day. Well, the future is here - meet Pilot, the AI assistant that's about to revolutionize your sales and customer service processes. Pilot automatically records, transcribes, and analyzes your calls in real time. No more scrambling to take notes or struggling to sync info between platforms. Pilot does it all for you instantly. Within seconds of ending a call, Pilot creates a shareable summary with key details and next steps. It then automatically updates your CRM, keeping all your customer data perfectly aligned. Stop juggling apps and toggling between screens. With Pilot as your co-pilot, you can focus on the conversation and building rapport with customers. AI is unlocking a whole new level of efficiency and connectivity. Take your calls to the next level - it's time to start flying high with Pilot.
The Solution: Pilot AI Syncs Calls to Your CRM in Real Time
The days of manual note-taking and updating your CRM are over. Let's face it, jotting down call notes and then logging into your CRM to update account records and add follow up tasks is tedious and time-consuming.
Not anymore! With Pilot's AI-powered call transcription and smart note taking, calls are automatically transcribed and important details are captured so you can focus on the conversation. As soon as you hang up, Pilot creates comprehensive yet concise call notes highlighting key discussion points, action items, and important details.
What's more, Pilot automatically syncs call notes and details directly to your CRM, updating account records and creating follow up tasks so you have a complete record of the call and never forget an important commitment again. No more toggling between apps or re-entering data—Pilot handles it all for you seamlessly in the background.
The days of dread and drag of manual note-taking and CRM updates are over. With Pilot's AI-powered call intelligence, calls become a source of insight to build better relationships and drive your business forward. Focus on the human connection—Pilot's got the details covered.
Take back your time and transform your calls into a strategic advantage with Pilot. The future of work is human + AI, and with Pilot as your co-pilot calls become an opportunity, not an obstacle. Talk is never cheap again!
Key Pilot Features: Automated Note Taking, Contact Creation, and More
The days of manually transcribing and syncing calls to your CRM are over! With Pilot's AI-powered call recording and analytics, capturing insightful data from client conversations has never been easier.
Pilot automatically records, transcribes, and analyzes your calls in real time. Within seconds of ending a call, a full transcript and summary of key details are synced to your CRM. No more wasting time on repetitive admin work — now you can focus on what really matters: building meaningful relationships.
Pilot's proprietary NLP engine scans transcripts for important entities like company names, dates, dollar amounts and more. It automatically logs these details to corresponding fields in your CRM, so you have a complete record of the conversation at your fingertips.
Stay on top of follow-ups and next steps with Pilot's smart task and event creation. Need to schedule a discovery call or send over a proposal? Pilot will automatically create the necessary tasks and calendar events in your CRM based on what was discussed, so you never drop the ball.
Analytics and insights have never been more powerful or easy to access. With a quick glance at Pilot's interactive reports and dashboards, you'll gain valuable insights into talk time, key topics of discussion, and more — allowing you to optimize your sales process and focus your efforts.
Why waste another day on tedious admin work? Experience the power of AI-powered call recording and analytics with Pilot. Turn your calls into actionable insights and gain back valuable hours in your day. The future of sales is now!
Pilot Integrations: Sync With Your Favorite CRMs and Tools
Key Pilot Features: Automated Note Taking, Contact Creation, and More
Pilot's AI-powered features are designed to save you time and streamline your workflow. Say goodbye to tedious manual data entry and let Pilot do the work for you!
Automated Note Taking
Pilot listens in on your calls and automatically generates detailed notes, capturing the key points and action items. No more scrambling to jot down notes or struggling to keep up—Pilot has you covered. Review, edit, and share the notes with your team to make sure nothing slips through the cracks.
Smart Contact Creation
Pilot identifies new contacts mentioned on your calls and prompts you to save their details. Enter information like name, company, title, and email address and Pilot will automatically create a new contact in your CRM. Pilot even suggests possible matches from your existing contacts to avoid duplicates.
CRM Syncing
Pilot seamlessly integrates with popular CRMs like Salesforce, HubSpot, and Pipedrive. Pilot automatically syncs your call notes, action items, and new contacts into your CRM so all your customer data is up to date in one place. No more toggling between apps or re-entering information—Pilot handles it all for you!
Real-Time Transcripts
Want to search for a specific part of your call or revisit the full conversation? Pilot provides you with a transcript of your entire call, available immediately after you hang up. Easily scan the transcript, click on any part of the call to start playback from that point, or download the transcript and audio to keep for your records.
With Pilot taking care of the busywork, you can focus on what really matters: your customers and conversations. Let Pilot's AI do the heavy lifting so you can work smarter, not harder. The future of sales is here—are you ready to take your calls to new heights?
Get Started With Pilot's Free Trial to Turn Calls Into Actionable Insights
Pilot makes it easy to connect your calls and notes with the tools you already use every day. Sync your Pilot account with popular CRMs like Salesforce, HubSpot, and Pipedrive to automatically log calls, create tasks, and update contact records.
Sync With Salesforce
If you use Salesforce to manage your contacts and deals, connecting Pilot is a no-brainer. Pilot can automatically log your calls in Salesforce, attach call notes and recordings, create follow-up tasks, and update contact records with details from your call. Stay on top of your pipeline and make sure no opportunity slips through the cracks.
Integrate With HubSpot
For marketing and sales teams using HubSpot, Pilot is the perfect companion. Sync your HubSpot account to automatically log calls in contact timelines, create tasks, associate call notes and recordings, and update contact properties. Keep your data up-to-date and never miss an important follow-up.
Link With Pipedrive
Pipedrive users can connect their account to sync calls, notes, and tasks between the two platforms. Log calls in Pipedrive, create follow-up activities, update contact details, and associate call recordings and notes. Having a complete record of your conversations in one place helps you stay organized and close more deals.
Zapier Integrations
Don't see your CRM on the list? No problem! Pilot integrates with Zapier, so you can connect with thousands of other tools. Set up a Zap to automatically sync your calls and notes into a variety of platforms like Copper, Less Annoying CRM, Zoho, and more. The possibilities are endless with the power of Zapier.
With Pilot's robust integrations, you can streamline your workflow and gain valuable insights into your calls. Sync your conversations, notes, and tasks across the tools you use every day to boost productivity and skyrocket success. The future of sales is here—are you ready to take your calls to the next level?