Closepilot

6.1easy start · #21 of 41
in Sales Follow-Up Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web.

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Closepilot is ranked #21 of 41 in sales follow-up software on The Geeks Club. It runs on Web.

Closepilot plans and pricing

All plans

Enterprise Not published Custom pricing not stated · Chat with Sales closepilot.com · 4 Oct 2026

Compared on sales follow-up software

Recurring follow-ups: Yes
CRM sync: Yes
Follow-up channels: email

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The record

Product: Closepilot describes itself as an AI sales copilot that helps sales representatives close deals.
Call summaries: It automatically transcribes, summarizes, and takes notes on calls.
CRM updates: It automatically updates CRM fields after calls and tracks email threads to push updates to CRM fields.
Follow-up drafts: It drafts follow-up emails and post-call recaps in the user's language and tone.
Automated follow-ups: It tracks deals and can send follow-ups when prospects do not respond, including follow-ups for prospects who are ready to be nurtured later.
Approval controls: Users can approve drafted emails before sending or enable autonomous follow-ups without human input.
Slack: Closepilot says it can notify users in Slack about deal activity and when to take action.
CRM integrations: Its privacy policy says it uses Salesforce and HubSpot APIs for CRM workflow automations.
Google sign-in: The site offers sign-in and sign-up with Google.
Security: The privacy policy states that Closepilot uses TLS 1.2 or higher in transit, AES-256 at rest, role-based access control, multifactor authentication, and endpoint protection.
Data processing: The privacy policy says third-party service providers process and store information in the United States.
Enterprise sales: The enterprise page invites visitors to chat with Sales and describes Closepilot as an AI copilot for account executives.
Getting started: The homepage says users can get started in less than five minutes.

Where it ranks on The Geeks Club

Best Sales Follow-Up Software in 2026#21 of 41

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Sources

closepilot.com· checked 4 Oct 2026
closepilot.com/privacy-policy· checked 4 Oct 2026
closepilot.com/book-demo· checked 4 Oct 2026