Stage 01
Capture and qualify every lead
FlowPilot monitors inbound email and forms, creates the CRM record, asks for missing details, and books the next step.
Your AI revenue office
Every lead handled. Every quote followed up.
FlowPilot runs the repetitive lead-to-quote work across your existing systems, then brings only the decisions that need human judgment to you.
Built for 10–100 person B2B service companies with repetitive quoting and follow-up.
Controlled autonomy from day one
01
Rules before action
Your pricing, margin, and approval policies govern every workflow.
02
Human by exception
Unusual, sensitive, or low-confidence work pauses for review.
03
Every action logged
Inputs, decisions, system changes, and outcomes remain auditable.
04
You stay in control
Permission scopes and a kill switch keep autonomy reversible.
One operating layer
From inbox noise to the next best action.
Keep your email, CRM, calendar, and quoting tools. FlowPilot coordinates the work between them.
The owner view
3 decisions required
Everything routine is already moving.
Stage 02
Draft quotes within your rules
Turn customer requirements into quote drafts using your catalogue, pricing logic, margin limits, and approval thresholds.
Stage 03
Follow up with context
FlowPilot understands replies, updates opportunity status, and schedules the right next message instead of blasting a fixed sequence.
Stage 04
Keep consequential decisions human
Permissions, approval gates, confidence thresholds, and a complete audit trail keep automation controlled.
Pricing by workflow value
Scale automation, not seat count.
Plans are built around the revenue work FlowPilot operates. Initial setup is typically $1,000–$3,000.
Launch
For one focused lead-to-quote workflow.
$499 / month
- Email, CRM, and calendar connection
- Lead qualification and CRM updates
- Quote drafting with human approval
- Intelligent follow-up
Best for growing teams
Growth
For teams ready to automate more volume.
$999 / month
- Everything in Launch
- Expanded workflow rules
- Exception inbox and daily summary
- Priority implementation support
Scale
For complex, higher-volume operations.
$1,999+ / month
- Everything in Growth
- Advanced approval policies
- Additional system integrations
- Tailored workflow rollout
Clear answers
Before you connect your systems
Find the revenue leaks
Stop supervising routine sales admin.
Map where leads, quotes, and follow-ups are falling through the cracks—then build your first controlled workflow.