From first email to signed contract, in one place.
Contacts, deals and quotes are built in. AI drafts the email, the agreement and the meeting prep; you decide what goes out.
- Move the dealDrag it to the next stage
- AI writes the emailFrom the deal and its activity
- Signed from a linkAgreement drafted with AI
- Kickoff bookedWith a briefing from the deal
See one deal go through: press the highlighted buttons.
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Move a deal. AI writes the email from it.
CRM · DealsAI reads deals and their activity
Open pipeline$50,600
In negotiation$7,500
Quiet 14+ days–
Qualified
Juniper Dental$8,900
Bramble Cafe$3,600
Proposal
Kestrel Logistics renewal$18,000
Halden Architects$12,600
Negotiation
Marlow Print Co.$7,500
Won
Ridgeway Movers$5,400
Press the highlighted button. Each press shows what LinearPilot and its AI do next.
Kestrel agreed the price
One deal, every app
DealKestrel Logistics renewal$18,000 · NegotiationJDJohn Doe, Kestrel Logistics
- QuotesQT-0042 · $18,000Created from a deal, listed with it
- Document SigningSigned: 15:42Sealed, with a certificate of completion
- CalendarAI meeting prepA briefing from the contact's emails and deals
- ClientsContract signedOne timeline per customer
Built into CRM
- Contacts and organizations
- Deals by stage, drag to move
- Quotes and invoices linked to a deal
- Load sample data to try it
- Kestrel Logistics renewalWaiting for your approvalWhen AI moves a deal or edits a contact, it waits for your yes by default.
- Kestrel LogisticsEvery record carries your company, and the app reads only your company's.
- [email protected][EMAIL_a1b2c3d4]Emails and phone numbers are masked in the text the assistant sends to an outside AI provider.