It keeps the work moving while you sell.
Autopilot runs in the background — refreshing scores, watching risk, logging activity, creating tasks, keeping contacts current. Low-risk internal work runs on its own; anything that reaches a customer waits for you.
Use sample data or connect your CRM — no credit card required.
How it works
Working the book without your input.
Watches the background
Refreshes scores, tracks risk, and keeps contacts current as your pipeline moves.
Acts on the low-risk work
Logs activity, creates tasks, and updates records — internal changes only, every one logged.
Holds anything customer-facing
Emails to customers never auto-send. They wait for your review and approval.
Why it matters
Autonomy you can actually trust.
Scores stay fresh
Deal and contact scores refresh in the background as new activity lands.
Risk watched continuously
Stalls and slipping deals get flagged the moment the signal shows up.
Tasks created for you
Follow-ups and next steps appear as tasks so nothing waits on memory.
30-minute undo
Every auto-run action stays reversible for half an hour — change your mind anytime.
Full activity log
Each action is recorded with what changed and when, so you can read it back.
Customer emails held
Outbound to customers is blocked from auto-send by design — you approve, then it goes.
I stopped opening Monday to a backlog of admin. The internal work was already done, logged, and easy to undo — and nothing went out to a customer without me.
Let the background work run itself.
No credit card required. Use sample data or connect your CRM, and upgrade only when you need more.