Decision briefing
Each day starts with a summary of priorities, risks and next actions to review.
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ProofPilot CRM.
The CRM we wanted to use ourselves
We replaced HubSpot with a tool built around how we sell, deliver and manage. We are now preparing to deploy it for other teams.
01
Promise
Start with the process, not the software.
Our CRM imposed its logic on us. We reversed that: observe the real work, bring useful data together and build the exact tool. ProofPilot uses it every day.
Born at ProofPilot, proven every day
One flow, from the first signal to delivery
Continuous evolution guided by real usage
02
Features
AI prepares. The team decides.
AI understands the process, surfaces useful signals and reduces coordination work without replacing human decisions.
Qualification and scoring
Prospects are structured and prioritised using the information that is actually available.
Commercial continuity
Pipeline, proposals and follow-ups stay connected without re-entering context from one screen to another.
Operational management
Missions, delivery, capacity and costs give management one shared view of activity.
03
Preview
Nine views. One decision flow.
Explore the product from the morning briefing to framing a new project.
0109
Start with what matters
The AI briefing gathers the day’s signals and turns scattered data into decisions to make.
04
Frequently asked questions
Three questions that come up.
Is this a standard CRM?
No. ProofPilot CRM is a proven foundation, then its implementation is adapted to your processes, roles and priorities.
Where does AI intervene?
In the briefing, qualification, signal summaries and project framing assistance. Your team keeps control of every decision.
How does the six-month trial work?
The request starts on the product website. We first review the context and useful scope together before implementation.
Early access
Six months to prove it in your reality.
The commercial name is still to be chosen. The product already works at ProofPilot. Request a free six-month trial or discuss an adaptation to your process.