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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

Choose a dashboard below. Explore a category, or search every tool in one place.

1. Choose a dashboard to explore its features

AI-assisted lead search

Explore potential prospects.

Search for potential leads using the AI-assisted research tools. Review results and source information before saving or contacting a prospect; a search result is not a verified buyer.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

Research potential opportunities

Illustrative workspace · sample data

How it works

  1. 01

    Search

    Describe the kind of prospect you want to research.

  2. 02

    Results

    Review AI-assisted results and their available sources.

  3. 03

    Saved lead

    Save suitable prospects after checking the information.

HOW IT CONNECTS

Sales & built-in CRM

Prospect research, lead history, estimates and client records belong to one connected sales journey.

Explore this area
See how it fits your business.Explore Company Pilot during the free beta.

Feature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.