Closepilot is an AI‑powered platform that automatically transcribes and summarizes sales calls, then updates relevant Salesforce (or other CRM) fields without manual effort. It generates post‑call recap emails in the user’s tone and can autonomously schedule and send follow‑up messages, while providing real‑time Slack nudges and an optional human‑in‑the‑loop approval step to keep sales teams focused on selling.
Funding
Funding not disclosed
Founders
Product
Problem
Sales teams spend significant time manually transcribing call notes, updating CRM fields, and tracking follow‑up actions, which reduces selling time and leads to missed or delayed communications with prospects.
Solution
Closepilot uses AI to automatically transcribe and summarize sales calls, then updates relevant CRM fields—particularly in Salesforce—without user intervention. The platform drafts post‑call recap emails in the user’s preferred language and tone, and can autonomously send follow‑up messages when prospects become unresponsive. Real‑time notifications are delivered via Slack, prompting salespeople to act at the optimal moment. Users retain control through a human‑in‑the‑loop approval step, while the system can also operate in full autopilot mode for continuous prospect nurturing.
Target Audience
Closepilot is designed for sales representatives, account executives, and sales managers who rely on Salesforce or similar CRMs and need to streamline call documentation and follow‑up processes.
Features
- Automatic transcription and summarization of every sales call
- Real‑time CRM field updates (e.g., Salesforce) based on call and email content
- AI‑generated post‑call recap emails that match the user’s language and tone
- Autonomous follow‑up email scheduling and sending when prospects stall
- Dynamic, context‑aware nudges and Slack notifications to prompt timely actions
- Human‑in‑the‑loop approval workflow for email drafts before sending
- Continuous 24/7 monitoring of email threads and deal activity for ongoing nurturing