For AEs, SDRs & Revenue Teams

Know the Next Best Move in Every Deal Email

WorkPilot scores deal threads, recommends next moves, drafts follow-ups calibrated to context, and flags risk before pipelines stall โ€” all inside the inbox your team already uses.

72

Deal Risk Scoring

4

Inbox Sales Features

~60s

First Pipeline Brief

0

Auto-Sends

The Problem

Why Teams Struggle Here

Reps miss objections, follow up late, and lack a consistent next step. CRM data is stale while the real conversation lives in email.

The Solution

How WorkPilot Fixes It

Sales Next Move coaching on every active deal thread, AI draft replies, close-probability signals, and daily pipeline briefings โ€” connected to Gmail or Microsoft 365.

How It Works

Three Steps to Results

Connect your inbox, see structured intelligence in about 60 seconds. No credit card required.

1

Connect team mailboxes

Gmail or Microsoft 365 per rep. Each inbox scores independently.

2

Score active deal threads

WorkPilot flags deal risk, stalled threads, and threads needing a next move.

3

Coach and draft

Sales Next Move recommendations plus calibrated follow-up drafts for human review.

See It In Action

Sales Deal Intelligence Panel

Sample workflow output โ€” connect your inbox to get yours.

SALES DEAL INTELLIGENCE

rep@company.com ยท Pipeline brief ยท 12 active deal threads

Oracle Close Probability
68%
Acme Corp โ€” Enterprise Expansion
Last touch: 2 days ago ยท Decision maker engaged
Stalled โ€” Action Needed
Active Deals
12
At Risk
3
Next Moves
5
Sales Next Move โ€” Acme Corp
Recommended: Send ROI one-pager addressing procurement's security question. Reference case study from similar vertical. Propose 30-min call with their CISO this week.
Follow-up draft ready Objection handled Guardian: Clear
๐Ÿ“Š Ready-to-Send Reply
"Hi Sarah โ€” attached is the security overview your procurement team requested, plus a case study from a similar deployment. Happy to set up a brief call with our CISO this weekโ€ฆ"
Capabilities

What You Get

Inbox intelligence plus recommended AI apps for this role.

โœ“

Sales Next Move

Tactical coaching on what to say and do next in every deal thread.

โœ“

Deal Risk Scoring

Numeric risk signals so managers spot stalled deals early.

โœ“

AI Draft Replies

Objection-handling and follow-up drafts calibrated to thread history.

โœ“

My Daily Report

Pipeline-oriented morning brief โ€” priorities, waiting-on, and wins.

Recommended Apps

Standalone Tools for This Role

Beyond inbox intelligence โ€” complete AI apps that produce business-ready output.

Sales Intelligence

XFactorAI intelligence reports with close probability and ready-to-send replies.

View Sales Intelligence

Sales Coach

Scorecard coaching on calls, emails, and negotiation moments.

View Sales Coach

Golden Opportunities

Spot upsell and expansion signals across client communications.

View Golden Opportunities

Also see: Agencies

WorkPilot solutions are role-based โ€” explore how other teams use the same platform.

FAQ

Common Questions

Does WorkPilot replace our CRM?

No. WorkPilot intelligence runs on email threads where deals actually happen. CRM integration is on the roadmap.

Can managers see team pipeline signals?

Team and Business plans add org controls and shared context. Each rep connects their own mailbox.

Does it auto-send follow-ups?

No. Every draft requires explicit human review and approval before send.

Start with the Sales Teams Workflow

Free to start. Connect Gmail or Microsoft 365. Structured intelligence in about 60 seconds.