Dealpilot

Once the deal is won.Never miss the follow-up.

Set a follow-up cadence for every closed-won deal. Dealpilot creates tasks and automatically sends emails on schedule, so no customer is forgotten after the sale.

Follow-up cadence

Welcome check-in

Great to have you onboard

Product tips

3 things to try first

Value follow-up

How is it going so far?

Renewal nudge

Your plan renews soon

GmailOutlookIMAPHubSpotPipedriveCapsule CRMNutshell

Who follows up while you chase new revenue?

New revenue comes first.

Your target depends on new customers, so the next deal naturally gets your attention.

Sales calendar
Mon
Tue
Wed
Thu
Fri

The pipeline takes the week.

Prospecting, demos, and closing fill the hours before customer follow-up begins.

Existing customers keep waiting.

The customers you already won are left with whatever time remains.

How it works

Every win, followed through to renewal.

Connect your CRM and inbox once. Dealpilot starts the right cadence, sends emails, creates tasks, and keeps every customer on track for renewal.

Every result is logged back to your CRM.

Cadences

Follow-up

TitleTimingChannelContent
Welcome check-inD+1EmailWelcome email
Quick callD+14CallCall deal owner
Value follow-upD+30EmailProduct adoption

Renewal

TitleTimingChannelContent
Renewal reviewD−90TaskReview renewal plan
Renewal reminderD−30EmailPlan renews soon
No workflow change

Set it up once.Then forget it’s there.

Dealpilot connects your CRM and inbox. Tasks stay in your CRM, while emails send from your inbox and log automatically.

HubSpot
Check in with Northwind
Due today · Alex Rivera
Review product adoption
Tomorrow · Maya Chen
Prepare renewal review
Sep 12 · Northwind
Schedule QBR
Sep 18 · Acme
Send onboarding recap
Oct 2 · Orbit
Gmail
Great to have you onboard
To hello@northwind.io
3 things to try first
To maya@northwind.io
How is it going so far?
To alex@acme.io
Your renewal is coming up
To team@orbit.io
QBR recap and next steps
To sam@atlas.io

It sits on top of the tools you already use.

Connect your CRM and inbox, and Dealpilot works between them. Gmail, Outlook, HubSpot, Pipedrive, and more, with new integrations landing all the time.

Gmail
Outlook
HubSpot
Pipedrive
Capsule CRM
Nutshell
Explore all integrations

One feature shouldn’t force an expensive upgrade.

Most CRMs reserve follow-up for a higher plan. That means upgrading every seat for one feature. Dealpilot gives you cadences without the upgrade.

HubSpot
Sales Hub Professional
$100
per seat / mo
Pipedrive
Growth plan
$39
per seat / mo
Nutshell
Pro plan
$42
per seat / mo
Dealpilot
Every plan
Free
included

Cheapest published plan that unlocks automated follow-up in each CRM. Per seat, per month. Verified 2026.

See the full comparison

Questions, answered.

Something not covered? Talk to us →

Keep every deal you’ve won.