New revenue comes first.
Your target depends on new customers, so the next deal naturally gets your attention.
Once the deal is won.Never miss the follow-up.
Set a follow-up cadence for every closed-won deal. Dealpilot creates tasks and automatically sends emails on schedule, so no customer is forgotten after the sale.
Follow-up cadence
Welcome check-in
Great to have you onboard
Product tips
3 things to try first
Value follow-up
How is it going so far?
Renewal nudge
Your plan renews soon
Gmail
OutlookIMAP
HubSpot
Pipedrive
Capsule CRM
NutshellWho follows up while you chase new revenue?
Sales calendar
Mon
Tue
Wed
Thu
Fri
The pipeline takes the week.
Prospecting, demos, and closing fill the hours before customer follow-up begins.
Existing customers keep waiting.
The customers you already won are left with whatever time remains.
How it works
Every win, followed through to renewal.
Connect your CRM and inbox once. Dealpilot starts the right cadence, sends emails, creates tasks, and keeps every customer on track for renewal.
Every result is logged back to your CRM.
Cadences
Follow-up
Starts after Won · 3 steps over 30 daysTitleOffsetChannelContent
Welcome check-inD+1EmailWelcome email
Quick callD+14CallCall deal owner
Value follow-upD+30EmailProduct adoption
Renewal
Starts before contract end · 2 steps over 90 daysTitleOffsetChannelContent
Renewal reviewD−90TaskReview renewal plan
Renewal reminderD−30EmailPlan renews soon
No workflow change
Set it up once.Then forget it’s there.
Dealpilot connects your CRM and inbox. Tasks stay in your CRM, while emails send from your inbox and log automatically.
HubSpotCheck in with Northwind
Due today · Alex Rivera
Review product adoption
Tomorrow · Maya Chen
Prepare renewal review
Sep 12 · Northwind
Schedule QBR
Sep 18 · Acme
Send onboarding recap
Oct 2 · Orbit
GmailGreat to have you onboard
To hello@northwind.io
3 things to try first
To maya@northwind.io
How is it going so far?
To alex@acme.io
Your renewal is coming up
To team@orbit.io
QBR recap and next steps
To sam@atlas.io
It sits on top of the tools you already use.
Connect your CRM and inbox, and Dealpilot works between them. Gmail, Outlook, HubSpot, Pipedrive, and more, with new integrations landing all the time.
Explore all integrationsGmailOutlookHubSpotPipedriveCapsule CRMNutshellOne feature shouldn’t force an expensive upgrade.
Most CRMs reserve follow-up for a higher plan. That means upgrading every seat for one feature. Dealpilot gives you cadences without the upgrade.
See the full comparisonHubSpot
Sales Hub Professional
$100
per seat / mo
Pipedrive
Growth plan
$39
per seat / mo
Nutshell
Pro plan
$42
per seat / mo
Dealpilot
Every plan
Free
included
Cheapest published plan that unlocks automated follow-up in each CRM. Per seat, per month. Verified 2026.
Questions, answered.
Something not covered? Talk to us →
Keep every deal you’ve won.
Set the cadence once. Dealpilot follows up on schedule, so a closed deal stays a relationship instead of going cold.