PilotCall: Live-call database integration and guidance
Coach the call while the rep can still change it.
PilotCall syncs live customer calls with CRM and sales workflow data to query account context and guide next moves in real time.
PilotCall lets dealership reps check DMS inventory, buyer criteria, and trade-in context while the caller is still deciding what to do next.
PilotCall brings SEO, CPC, and competitor signals into agency sales calls so reps can turn vague marketing pain into a specific audit path.
Designed for enterprise pilots: runs beside your existing Zoom, Meet, Teams, or dialer setup under customer-approved privacy policies.
Designed for dealership pilots: checks live inventory, trade-in context, and appointment paths while the buyer is still on the phone.
Designed for agency pilots: brings SEO, CPC, and competitor context into the pitch before the prospect drifts into generic vendor comparison.
Multi-APICRM, DMS and SEO tool sync
In-calllive database retrieval
Governedlocal processing options
DMS Liveinventory and VIN lookup
Trade-invaluation context in-call
Handofftest-drive next steps
SEO + CPCsearch data in-call
Auditwaste and gap triggers
Close pathproposal next move
PrivateRep-only guidance
CRM lookupAccount fields pulled live
PlaybookObjection path detected
RetentionPolicy-aware transcript rules
PrivateRep-only guidance
DMSInventory fields pulled live
InventoryVehicle match detected
ValuationTrade-in path ready
PrivateRep-only guidance
Search APISEO and CPC fields pulled
AuditWaste trigger detected
ProposalNext step framed
The Challenge
High-value calls lose momentum when reps must pause to check DMS stock, verify ad spend waste, or handle B2B objection paths without live context.
The Solution
PilotCall matches the live conversation to your playbook, queries approved backend systems, and suggests the next useful line on the rep's screen.
The Pilot
Start a controlled 30-day pilot with one template playbook, synthetic dry runs, and policy review before live rollout.
Playbooks & Integrations
Tailored workflows. Real-time backend sync.
PilotCall starts with a focused sales-discovery pilot, then expands into the bigger platform: live guidance connected to the databases your team already uses.
B2B Sales Discovery
Objection handling & qualification
Guides reps through complex CRM playbooks. Maps prospect tech stacks, handles pricing objections, and suggests next-step questions live during the call.
Auto Dealerships
Live DMS & inventory lookup
Retrieves vehicle specs, current lot availability, trade-in valuations, and financing context from approved backend systems while the buyer is on the line.
Marketing Agencies
Real-time pitching & audits
Retrieves active SEO metrics, Google Ads CPCs, Meta Ads ROAS benchmarks, and Amazon Ads margins live during client audits to close high-ticket pitches.
Product Interface
Real-time guidance designed for active teams.
Explore how PilotCall integrates with your existing workflows to provide instant suggestions, live transcript tracking, and coaching insights directly on your desktop.
No call-stack lock-inSynthetic demo before live dataOne team, one playbook, one scorecardConsent and retention review before pilots
Live rep coaching
Sits cleanly on the rep's desktop: displays instant suggestions, speaker-labeled transcripts, and playbook triggers.
Review missed moments
Pinpoint exactly where playbooks were missed and highlight coaching opportunities without listening to hours of audio.
Secure pilot controls
Configure call consent notices, automated transcript deletion windows, and access controls to align with your privacy policy.
Screen-share-aware guidance
Use a screen-share-aware private overlay for rep guidance during Zoom, Teams, or browser-share workflows.
Pilot Program
A low-friction path to evaluate real-world value.
Deploy a controlled, 30-day pilot focused on a single integration template. Includes playbook configuration, synthetic simulation, and a custom scorecard to verify results.
Pilot program pricing
Priced like serious sales infrastructure, not another meeting recorder.
Transparent paid-pilot pricing gives small teams a real way to engage while preserving enough support for heavy call usage, secure lead routing, and hands-on implementation work.
$149
per seat / month
Founder-led sellers, solo consultants, and first proof users.
1,500 live-call minutes / month- One active playbook
- Live suggestions
- Private overlay mode
- Usage metering
$129 annual prepay option
$249
per seat / month
Small revenue teams proving live guidance before a wider rollout.
3,000 live-call minutes / seat / month- Unlimited playbooks
- Team scorecards
- Manager review path
- Priority pilot support
$219 annual prepay option
Custom
scoped by workflow
Organizations that need SSO, admin policy controls, and custom data paths.
Custom minutes and retention policy- SSO and admin controls
- Custom integrations
- Security review
- Dedicated rollout support
Annual agreement available
No forced dialer switchSoft overage review before hard stopsGuided pilot before open self-serveAnnual discount without hiding monthly access
Business Case
Align stakeholders around a measurable pilot case.
PilotCall works alongside your existing databases and phone configurations, translating post-call summaries into live, in-call action. Evaluate the value with a policy-reviewed pilot.
Reduce manual backend lookups and help reps keep discovery momentum during active calls.
Measured by lead-to-opportunity conversions, average call handling time, and workflow execution rates during a controlled pilot.
Convert playbooks into live suggestions and sync database queries (CRM, DMS, or SEO API) into active calls.
Measured by query speed, template coverage, and missed-moment manager coaching logs.
Define privacy expectations with in-memory stream processing options, custom retention windows, and opt-in consent controls.
Measured by documented consent workflows, retention settings, and admin policy logs.
How it works
The loop is intentionally simple.
Capture live audio
Captures and transcribes speaker-labeled audio with low-latency routing for live guidance.
Analyze context
Matches the transcript against your playbook to detect stack gaps, pain points, and objections.
Prompt next move
Displays a brief, actionable suggestion on the rep's desktop to steer the conversation immediately.
The PilotCall Difference
Built for live database sync, not post-call archiving.
Traditional conversation intelligence platforms archive calls for retrospective review. Script-compliance assistants force you to use their proprietary dialers. PilotCall sits on the rep's desktop, works with your existing softphones, and syncs live with your database.
DimensionPilotCallTraditional CI & Script Tools
Dialer IntegrationIndependent: works alongside Zoom, Meet, Teams, or your existing dialerLocked: forces you to use their calling software or BPO dialer
Private overlayScreen-share-aware guidance can stay on the rep's private workspace while they presentVisible scripts: reps risk exposing internal prompts or switching windows mid-call
Active SyncLive API lookup queries DMS specs, lot availability, or CPC metrics in-callNone: reps must manually toggle tabs to search records mid-conversation
TimingReal-time: suggests key lines and metrics during the conversationRetrospective: logs summaries and highlights after the call has ended
Playbook StyleFluid: context-aware prompts that adapt to natural talking stylesRigid: forced teleprompter scripts that reps ignore or read robotically
Security PostureConfigurable: in-memory processing options with custom retention policiesArchive-heavy: broad recording libraries and long-lived transcript storage by default
Buyer FAQ
Answers buyers can verify quickly.
PilotCall should be easy to evaluate before a sales call: what it replaces, what it does in real time, why the pilot is paid, and how the demo should be reviewed.
Does PilotCall replace our dialer?
No. PilotCall is designed to sit beside Zoom, Teams, Meet, softphones, and existing sales call stacks so the pilot can test live guidance without forcing a dialer migration.
How is PilotCall different from Gong or other post-call platforms?
Post-call systems summarize what happened after the meeting. PilotCall focuses on what the rep should say next while the customer is still on the call, including playbook prompts and live backend lookup.
Is there a free trial?
No. PilotCall is launching with scoped paid pilots because live call guidance, data access, consent, and retention settings should be configured before a team uses it with prospects or customers.
What should the demo be?
The best public demo is a short scripted recording of PilotCall running on synthetic call data, paired with the interactive demo on this site so buyers and search engines can inspect the call flow.
Which teams are the best first fit for PilotCall?
The strongest first fit is a team with high-value phone or video calls, repeatable playbooks, and live backend lookup needs, such as B2B sales discovery, dealership inventory conversations, or agency audit pitches.
Does PilotCall require customer call recordings?
No open pilot should assume permanent audio recording. PilotCall is positioned around live stream analysis, buyer-approved consent language, configurable transcript retention, and policy review before live customer use.
Start Your Pilot
Deploy live guidance for your team.
Configure a 30-day pilot tailored to your team's integration and playbook needs. Review backend sync, policy settings, and synthetic simulations before live rollout.