Opportunity Tracking
Track sales visits and opportunities through every stage of the pipeline.
Sales · Ready to Deploy
SalesPilot CRM — Intelligent Sales Management
Close more, with less friction. SalesPilot CRM manages your complete sales cycle — leads, visits, opportunities, quotations, approvals, and field performance — in one connected platform that keeps reps productive and managers informed.
Why SalesPilot CRM
From first touch to closed deal — one pipeline.
Give field and inside sales teams a shared, structured way to work.
PipelineOpportunities and visits in one view.
QuotationsGenerate and approve proposals fast.
Field TeamsGPS check-in and route tracking.
AI-ReadyLead scoring and forecasting on the roadmap.
The Full Sales Cycle in One CRM
SalesPilot CRM connects lead capture, field activity, quoting, and approvals so nothing slips through the cracks.
Quotations & Proposals
Generate quotations and manage proposals with versioning and approvals.
GPS Check-In / Check-Out
Log field visits with GPS-verified employee check-in and check-out.
Partner & Contact Directory
Maintain a central directory of business partners and contacts.
Multi-Level Approvals
Route discounts, quotes, and deals through configurable approval chains.
Project & Milestone Tracking
Track post-sale projects and milestones to keep delivery on schedule.
Sell Smarter With AI
Start with a connected CRM, then add AI to prioritize deals, speed up quoting, and protect revenue.
Lead Scoring & Forecasting
Prioritize the opportunities most likely to close and forecast with confidence.
Auto-Generated Quotations
Draft accurate quotes and proposals in seconds.
Route Optimization
Plan the most efficient field routes to maximize visits per day.
Churn & Health Scoring
Flag at-risk accounts early with predictive health scoring.
Built for Sales Teams
From field-heavy sales forces to B2B inside teams, SalesPilot CRM keeps your pipeline moving.
Field Sales Forces
GPS check-ins, visit logs, and route tracking for teams on the road.
B2B & Enterprise Sales
Multi-level approvals and structured quoting for complex deals.
Distributors & Manufacturers
Manage partners, opportunities, and projects across regions.
Sales Leaders
Real-time pipeline visibility with an AI upgrade path for forecasting.
SalesPilot CRM FAQs
Answers to common questions about SalesPilot CRM.
What is SalesPilot CRM?
A ready-to-deploy CRM that manages the complete sales cycle — leads, visits, opportunities, quotations, approvals, and field performance — in one connected system.
Does it support field teams?
Yes — GPS check-in and check-out, visit tracking, and project and milestone tracking for field and inside sales.
Can it generate quotations?
Yes — quotation generation and proposal management with multi-level approval workflows.
What AI features are available?
Lead scoring and forecasting, auto-generated quotations, route optimization, and churn prediction with health scoring.
Give Your Sales Team an Edge
Book a free demo and see how SalesPilot CRM connects your pipeline, field activity, and approvals.