Pilot AI

Pilot AI

Turns your sales calls into CRM data, automatically.

Pilot AI is a tool for sales representatives which automatically turns call recordings into structured information that directly updates the CRM. Instead of spending hours going over call recordings to pull out key information to populate the CRM, sales representatives can focus their time doing what they do best and sales leaders can rest assured that pipeline data is up to date.

Jobs at Pilot AI

San Francisco, CA, US / New York, NY, US / Remote (US)
$75K - $150K
0.05% - 0.15%
1+ years
San Francisco, CA, US / New York, NY, US / Remote (US)
$50K - $75K
0.05% - 0.15%
Any (new grads ok)
San Francisco, CA, US / New York, NY, US / Remote (US)
$100K - $200K
0.15% - 0.25%
3+ years
San Francisco, CA, US / New York, NY, US / Remote (US)
$100K - $170K
0.25% - 1.00%
3+ years
Pilot AI
Team Size:3
Location:San Francisco
Group Partner:Michael Seibel

Active Founders

Max Lu

After spending several years scaling the tech and product org as engineer #1 at a YC unicorn, Max (CEO) built out revenue operations as an early employee at another hypergrowth YC company where he experienced the sales team’s bemoaning of administrative work firsthand as he chased them down to update Salesforce. All the while, he personally experienced the pain of producing forecasts with their inevitably incomplete CRM data. Pilot AI is the solution that sales and leadership wished for.

Company Launches

tl;dr Pilot produces detailed notes and field updates that directly update the CRM after every sales call. For reps, this eliminates hours of admin work a week spent reviewing calls and updating the CRM (instead of selling). For sales leaders, this is the only way to ensure that high-quality data is produced and logged from every sales call.

Hi everyone, I’m Max - the founder of Pilot AI.

I’ve previously worked as a software engineer at Salesforce, built and scaled Tech & Product at Clipboard Health (W17), and then built out Revenue Operations at Welcome (S20), where it was my job to chase down sales reps every week to update Salesforce. Our reps could spend two hours a day going back through calls to take detailed notes and update the CRM - they all complained loudly about it, and they could have spent that time selling more.

Pilot frees up all of this wasted time through automation and makes it possible to maintain a clean CRM that can be used to produce accurate forecasts.

What’s the problem?

Salespeople can spend 25% of their day writing up notes and updating the CRM, which they could spend generating more revenue. Every salesperson despises this part so much that frequently, they just don’t do it. This causes numerous problems including making deals difficult to review, handoffs impossible and forecasting inaccurate.

The Solution?

Stop relying on salespeople to take notes and update the CRM.

Pilot is an AI assistant that generates detailed notes and structured data that call that updates the CRM for every call. The notes are easy to read and don’t include the rambling, small talk and pauses of the conversation but instead capture the most important points.

Form every conversation, Pilot produces:

  1. A scannable summary
  2. Datapoints that map to CRM fields
  3. Every question asked by the rep and the most important parts of the prospect's answer
  4. Additional essential points that the prospect made during the call

We'd love to hear from you!

If you’re facing this problem in your organization - we’d love to show you our magic trick. Schedule a demo!

If you’re thinking of a sales leader that this would help, we’d love an intro! max@getpilot.ai

We’re always interested in talking to reps as well; send me an email if you’d like to use Pilot!