Freedom251 › Sales Follow-Up Software
Closepilot
What Closepilot is
Closepilot is a web-based AI sales copilot for representatives and account executives managing deals. After calls, it can transcribe conversations, produce summaries, take notes and update CRM fields. It also tracks email threads and uses them to push CRM updates. For follow-up, Closepilot drafts emails and post-call recaps in the user's language and tone. It tracks deals and can email prospects who do not respond, including prospects to nurture later. Users may approve drafts before sending or enable autonomous follow-ups without human input. Slack notifications can report deal activity and indicate when action is needed. The privacy policy says Salesforce and HubSpot APIs are used for CRM workflow automations. Security measures listed include TLS 1.2 or higher in transit, AES-256 encryption at rest, role-based access control, multifactor authentication and endpoint protection. Third-party providers process and store information in the United States. Google sign-in and sign-up are available, and the homepage says users can get started in less than five minutes.
Who it suits
It suits sales representatives and account executives who want automated call notes, CRM updates and email follow-up. Teams using Salesforce, HubSpot or Slack may use the listed workflow connections.
What it does well
- Automatically summarizes calls and updates CRM fields
- Drafts follow-up emails in the user's tone
- Can send recurring follow-ups autonomously
- Slack notifications flag deal activity
- Lists multifactor authentication and AES-256 at rest
What to know first
- Pricing is available only on request
- Autonomous follow-ups can send without human approval
- Third-party providers store information in the United States
- Web platform only
Limits
Pricing is on request, including the Enterprise plan. The facts do not describe quotas, seat limits, or trial limits.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Enterprise | Book a demo with sales · AI automations for sales representatives · enterprise program | On request |
As closepilot.com lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Closepilot website
- Choose Google sign-in or sign-up
- Use the web application for sales workflows
- Connect Salesforce or HubSpot through the available CRM APIs
- Set approval-based or autonomous follow-ups
- Enable Slack notifications for deal activity
Verdict
Closepilot focuses on reducing manual work after sales calls and during deal follow-up. It offers approval controls for drafts, CRM workflow connections and documented security measures, but does not publish a standard price.
Questions
What does Closepilot cost?
Closepilot uses paid pricing, with pricing available on request. Its Enterprise plan also directs buyers to chat with Sales.
Which platforms does Closepilot support?
Closepilot is available on the web.
Can it update CRM records?
Yes. It can update CRM fields after calls and from tracked email threads, using Salesforce and HubSpot APIs for workflow automations.
Can follow-ups be sent automatically?
Yes. Users can approve drafted emails first or enable autonomous follow-ups without human input.
Does Closepilot offer Google sign-in?
The site offers sign-in and sign-up with Google.
What security controls are described?
The privacy policy lists TLS 1.2 or higher in transit, AES-256 at rest, role-based access control, multifactor authentication, and endpoint protection.
Facts from Closepilot's own pages
- API data handling
- Data obtained from Salesforce and HubSpot APIs may include opportunity names, contacts, field names and current values, and is processed to power CRM automations. · closepilot.com, 15 Oct 2026
- Approval controls
- Users can approve drafted emails before sending or enable autonomous follow-ups without human input. · closepilot.com, 4 Oct 2026
- Approval workflow
- Users can review and approve drafted emails before they are sent. · closepilot.com, 15 Oct 2026
- Automated follow-ups
- The service can send follow-ups when prospects do not respond and can operate without manual sending approval. · closepilot.com, 15 Oct 2026
- Call summaries
- The product transcribes sales calls, summarizes them and extracts key takeaways. · closepilot.com, 15 Oct 2026
- Chrome extension status
- The Closepilot extension is listed as active, version 0.0.8.0, with 11 users and an unlisted visibility status. · extensionauditor.com, 15 Oct 2026
- Company headquarters
- Crunchbase lists Closepilot in Los Angeles, California, United States. · crunchbase.com, 15 Oct 2026
- Company legal name
- Crunchbase identifies the legal name as Romeano Inc. · crunchbase.com, 15 Oct 2026
- Company size
- Crunchbase lists the company as having 1–10 employees. · crunchbase.com, 15 Oct 2026
- Company status
- Crunchbase lists Romeano/Closepilot as a privately held, active, for-profit company. · crunchbase.com, 15 Oct 2026
- CRM focus
- The homepage specifically describes keeping Salesforce updated automatically. · closepilot.com, 15 Oct 2026
- CRM integrations
- Its privacy policy says it uses Salesforce and HubSpot APIs for CRM workflow automations. · closepilot.com, 4 Oct 2026
- CRM updates
- It automatically updates CRM fields after calls and tracks email threads for additional field updates. · closepilot.com, 15 Oct 2026
- Data location
- The privacy policy says third-party providers process and store information in the United States. · closepilot.com, 15 Oct 2026
- Data processing
- The privacy policy says third-party service providers process and store information in the United States. · closepilot.com, 4 Oct 2026
- Enterprise positioning
- The enterprise page calls Closepilot an AI copilot for account executives and says it is backed by Neo and Sequoia. · closepilot.com, 15 Oct 2026
- Enterprise sales
- The enterprise page invites visitors to chat with Sales and describes Closepilot as an AI copilot for account executives. · closepilot.com, 4 Oct 2026
- Extension update
- The extension auditor records version 0.0.8.0 as updated on February 28, 2025. · extensionauditor.com, 15 Oct 2026
- Follow-up drafts
- Closepilot drafts follow-up emails for representatives to edit and send. · closepilot.com, 15 Oct 2026
- Founder and CEO
- Crunchbase identifies Ben Du as Closepilot's founder and chief executive officer. · crunchbase.com, 15 Oct 2026
- Founder start date
- Crunchbase records Ben Du's Closepilot founder and CEO role beginning April 1, 2021. · crunchbase.com, 15 Oct 2026
- Getting started
- The homepage says users can get started in less than five minutes. · closepilot.com, 4 Oct 2026
- Google sign-in
- The site offers sign-in and sign-up with Google. · closepilot.com, 4 Oct 2026
- Integrations
- The privacy policy identifies Google APIs, Salesforce APIs and HubSpot APIs as data connections used for workflow automations. · closepilot.com, 15 Oct 2026
Where Closepilot stands on Freedom251
- Sales Follow-Up Software#30 of 42