A clear path from discovery to decision.
Last updated October 9, 2026
LeadPilot gives independent consultants one operating view for prospective clients, proposal decisions and follow-through.
Stay commercially clear
- Record the problem, service, decision-maker and acquisition source.
- Separate scope, timeline, fee, discount, tax, payment terms and legal terms.
- Share a proposal link, see whether it was opened and receive the client’s response.
- Track next actions instead of relying on memory.
Use evidence, not decoration
The Insights area reports saved records such as stage counts, acceptance and open tasks. It does not present forecasts as facts.