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DealPilotTry for free

Software for phone-based sales

Everything between the call and the payment, in one place.

Call desk

The next contact is ready, the outcome is one click.

  • Call list by campaign and priority
  • Outcome, note and follow-up in one step
  • Book the meeting during the call
Sample dataIllustration: call desk with the card “Up now” and outcome buttons (sample data).

Leads & import

Bring in contacts from Excel or CSV and assign them to campaigns.

  • Import with column mapping and duplicate check
  • Campaigns for target groups and teams
  • Full history per contact

Pipeline & deals

Every deal has a stage, a value and an owner.

  • Move stages with drag and drop
  • Setter and closer stored on the deal
  • Won and lost with a reason
Sample dataIllustration: pipeline with the columns New, Meeting, Offer and Won and several deals (sample data).

Offers & invoices

From offer to invoice, including dunning.

  • PDF offers with online acceptance
  • Invoices with sequential numbers
  • Payment reminders and dunning levels on autopilot
Sample dataIllustration: offer to Nordlicht Hotels GmbH for €4,800 with status Accepted (sample data).

Finance & commissions

Revenue, sales costs and commissions at a glance.

  • Monthly overview with forecast
  • Commission rules for setters and closers
  • Payout overview per person
Sample dataIllustration: finance overview with bars for revenue, sales costs, commissions and forecast (sample data).

Customer portal

Your customers see offers, meetings and results in one place.

  • Separate login per customer
  • Accept offers online
  • Meetings and results available any time

Reports

Daily and weekly reports without spreadsheet work.

  • Calls, meetings and deals per person
  • Report sent automatically by email
  • Key figures per campaign
Sample dataIllustration: dashboard with four key figures and a revenue line (sample data).

Try it with your own leads.

Free during the beta, with every feature of the Business plan.