The Next Generation Productivity Platform for Sales Professionals
Streamline your daily workflow. Manage meeting notes, stay on top of next steps, and conquer pipeline hygiene with Meeting Pilot.
Battle tested by Sales Professionals working at
Everything Sales Professionals Need
Multiple views help sellers maximize time with customers while ensuring nothing slips through the cracks
Reclaim Your Admin Hours
Meeting Pilot keeps you organized, minimizing time lost.
Never Miss An Opportunity
A single source of truth to ensure nothing slips through the cracks.
Prepare For Your Call In Seconds
Generate summaries and review next steps quickly.
Stay On Top Of Next Steps
A single, unified view for all customer and internal tasks.
Move Beyond Fragmented Notes
One unified view for your account team and your customer.
Forgetting About CRM Updates?
Meeting Pilot helps you stay on-top of pipeline updates.
Reclaim Your Admin Hours
Meeting Pilot keeps you organized, minimizing time lost.
Never Miss An Opportunity
A single source of truth to ensure nothing slips through the cracks.
Prepare For Your Call In Seconds
Generate summaries and review next steps quickly.
Stay On Top Of Next Steps
A single, unified view for all customer and internal tasks.
Move Beyond Fragmented Notes
One unified view for your account team and your customer.
Forgetting About CRM Updates?
Meeting Pilot helps you stay on-top of pipeline updates.
Reclaim Your Admin Hours
Meeting Pilot keeps you organized, minimizing time lost.
Never Miss An Opportunity
A single source of truth to ensure nothing slips through the cracks.
Prepare For Your Call In Seconds
Generate summaries and review next steps quickly.
Stay On Top Of Next Steps
A single, unified view for all customer and internal tasks.
Move Beyond Fragmented Notes
One unified view for your account team and your customer.
Forgetting About CRM Updates?
Meeting Pilot helps you stay on-top of pipeline updates.
"Meeting Pilot transformed how we manage customer relationships. No more lost follow-ups or scattered notes. Our pipeline has never been cleaner, and our team is closing deals faster."
Guillermo Rauch
CEO, Vercel
Pricing built for every sales professional
Choose a plan that fits your sales workflow, from individual sellers to
growing teams and enterprises.
Get Started today (Public Preview):
Basic meeting note capture
Calendar view
Up to 20 customer profiles
Manual next step tracking
Manual opportunities tracking
Email support
Professional
Coming Soon
$39$39
/month
Ideal for sales professionals.
Everything in Free +
Contextually aware AI Sidekick
AI-powered meeting summaries
Consolidated customer view
Unlimited customer profiles
Automatic next step extraction
Pipeline health tracking
Priority support
Team
$159$159
/month
Tailored solutions for account teams.
Everything in Free +
Multi-user collaboration
Advanced pipeline insights
Custom LLM models + Bring Your Own Key (BYOK)
CRM integrations
Custom CRM mappings
Enterprise-grade security
Dedicated account manager
Sales professionals love Meeting Pilot
Hear how sales teams streamline their workflow, close deals faster,
and manage customer relationships with confidence using Meeting Pilot
Meeting Pilot transformed how we manage customer relationships. No more lost follow-ups or scattered notes. Our pipeline has never been cleaner, and our team is closing deals faster.
Annette Black
100+ Seller Org
The consolidated customer view is a game-changer. Everything we need about a customer is right there, saving us hours every week.
Dianne Russell
100+ Seller Org
We've eliminated so many manual tasks. Meeting Pilot's AI Sidekick automatically captures next steps, so nothing ever falls through the cracks.
Cameron Williamson
50-100 Seller Org
Managing an account team has never been easier. Everyone can see the full customer context, which means better collaboration and smarter selling.
Robert Fox
50-100 Seller Org
The calendar view keeps us organized, but the customer view is where the magic happens. It's changed how we approach account management.
Darlene Robertson
50-100 Seller Org
I've tried many sales tools, but Meeting Pilot actually saves time instead of adding busy work. Our reps love it because they can focus on selling.
Cody Fisher
10-50 Seller Org
Pipeline hygiene has always been our biggest challenge, but Meeting Pilot makes it effortless. Our forecast accuracy has improved significantly.
Albert Flores
10-50 Seller Org
Frequently Asked Questions
Everything you need to know about Meeting Pilot and how it can transform your sales workflow
What is Meeting Pilot and who is it for?
Meeting Pilot is a productivity platform designed for sales professionals, account executives, and sales teams who want to streamline their workflow and stay on top of customer relationships. It's perfect for both individual sellers looking to organize their follow-ups and teams seeking better collaboration around accounts.
How does the AI Sidekick work?
Our AI Sidekick automatically extracts context from meeting notes, next steps, and opportunities to provide you with a workspace armed with the most up-to-date customer context in real-time. It learns from your meetings and helps ensure nothing falls through the cracks by surfacing follow-ups and action items at the right time.
Can Meeting Pilot integrate with my CRM?
Not yet! Meeting Pilot allows you to load customer exports from popular CRM platforms including Salesforce, HubSpot, Pipedrive, and others. Our upcoming integrations will also sync back your customer data, meeting notes, and pipeline updates automatically, keeping all your systems in sync.
What views does Meeting Pilot provide?
Meeting Pilot offers multiple views including a calendar view for scheduling visibility, a meeting view for note taking, a customer view for consolidated account information, and views for your pipeline and next steps for managing deal progress. Each view is designed to help you maximize time with customers while maintaining pipeline hygiene.
How does Meeting Pilot help with pipeline hygiene?
Meeting Pilot automatically tracks next steps, flags out-of-date opportunities, and generates follow-up emails and opportunity updates. By consolidating all customer interactions in one place, you can easily identify gaps in your pipeline and ensure every deal has clear momentum.
Is my data secure with Meeting Pilot?
Absolutely. We use enterprise-grade security including end-to-end encryption, secure data transmission, and compliance with industry standards. Your customer data and meeting notes are never shared without your action, and we offer role-based access controls for account teams and sales orgs.