Solutions
Everything your team needs to move deals forward
From capturing leads to managing conversations, pipeline, and bookings — four tools that work together so nothing falls through the cracks.
Stop losing leads to spreadsheets
Form submissions get buried in manual workflows, and follow-ups get missed.
Build custom forms that create leads automatically and trigger auto-replies. Share them via URL, QR code, or embed directly on your own page.
- Share forms with a direct URL
- Generate a QR code for offline or print use
- Embed forms on your website with a simple snippet
- Less manual entry
- Faster first response
- Every lead tracked in the CRM
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Keep customer conversations in one place
Email follow-ups lose context when threads live outside the CRM.
Connect Gmail to view and reply to conversations inside DealPilot.
- Thread history in one place
- Reply without leaving the CRM
- Conversation context stays attached
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See every deal at a glance
Without a visual process, deals stall and bottlenecks hide.
Drag-and-drop kanban board with customizable stages.
- Spot stalled deals instantly
- Track deal progress
- Move deals forward faster
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Keep every meeting tied to the deal
Meetings get scheduled in separate tools, and details go missing.
Create and manage bookings inside the CRM with calendar and table views.
- Bookings linked to leads
- Status tracked in the CRM
- See schedules in calendar or table view
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