Sales operating system
Dashboard
See the work that needs attention and start the next best action.
Access control
You do not have access
Ask an admin to update your access tier or assign the module to your role.
Team onboarding
Change your temporary password
Use the temporary password from your invite email to sign in, then set a new password here to start your automated onboarding checklist.
Daily command center
Today’s operating plan
Live workspace data, prioritized for the next best action.
Mode
Checking
Priorities
What needs attention first
Daily goals
Scorecard
Today
Pipeline health
Team performance
Activity and alerts
Founder launch command center
Beta launch readiness
Server-gated internal launch controls for ClosePilot and Kira Recruit.
Recommendation
Checking
Founder access is verified on the backend.
Weighted readiness
0%
Checking launch gates.
Release health
Readiness categories
Weighted beta gates
Provider status
Blockers
Beta certification checklist
Beta companies
Daily command center
Good Morning, Cameron
Today
Weather
72°F · clear
Today's focus
What should I do next?
Start with the highest intent lead, then clear every due follow-up.
Follow-Ups Due
Smart Follow-Up Queue
ClosePilot is checking today’s follow-up risk.
Due today
0
Flow mode
Today's Sales Flow
1 of 18 priority actions
Current recommendation
Recommended action
ClosePilot is building today's highest-impact queue.
AI talking points
Flow complete
Mission Complete
Today's priority actions are done.
AI recommendations
Recommended next moves
Revenue snapshot
Revenue movement
Sales activity
Daily motion
Team activity
Recent activity
Calendar
Today's schedule
Revenue plan
Monthly target
First run
Start your sales workspace
Name the workspace, choose how you sell, then start with sample leads or a blank CRM.
Pipeline intelligence
Pipeline insights
Acquisition
Channel report
Smart follow-up engine
Follow-Up Queue
Live deals
Dashboard
Accounts
Contacts
Account workspace
Contact profile
Kira Recruit sync
Recruiting Inbox
Daily motion
Tasks
0 selected
Owner command center
AI Sales Manager
Team performance, pipeline health, revenue forecasts, and coaching opportunities in one view.
Next 90 days
Executive dashboard
Executive Dashboard
Team scoreboard
Sales Leaderboard
AI insights
Today's AI Insights
Revenue forecast
Revenue Forecast
Pipeline health
Pipeline Health
AI coaching
AI Coaching
Risk center
Risk Center
Manager actions
Manager Actions
Notifications
Notifications
Analytics
Analytics
Conversation window
Conversation Timeline
Dial workspace
Dial floor
Dial floor
Call queue
Call result
Outcome and notes
Booked work
Appointments
Availability
My schedule
Closer calendar
Calendar
Google Calendar
Checking connection...
Workspace control
Backup center
SaaS operations
Workspace admin
Account
Workspace settings
Billing
Plan and seats
Launch demo guide
ClosePilot is an AI sales operating system for home improvement teams
The CRM is the live paid product: it helps owners, managers, dialers, setters, and closers know what to do next across leads, follow-ups, appointments, communications, automations, billing, invites, and team execution.
Five-minute demo flow
Start on Dashboard, click Start My Day, open Communications, show Automations, review Team roles, then open Kira Recruit and Residential Lead Gen as coming soon previews.
Team
Members and invites
Admins can manage billing, team members, automations, and workspace settings.
Personalization
Look, feel, and defaults
Extensions
Connected apps
Launch
Production readiness
Security