Reduction in CRM entry time
Faster deal research vs manual
Accuracy on product knowledge queries
Human approval before any CRM write
How it Works
One prompt.
Five agents. Complete output.
RevenuePilotAI coordinates specialist AI agents behind the scenes so you get a full sales brief — with human approval for every CRM write — typically in under a minute.
Step 01
You type one prompt
Ask in plain English — "Prep me for my call with Acme Corp" or "Draft a follow-up for the Pinnacle deal". No commands, no forms, no manual CRM digging.
Step 02
The Supervisor breaks it down
A Supervisor Agent reads your intent, identifies what information is needed, and dispatches the right specialist agents — automatically, in the right order.
Step 03
Five specialists, each building on the last
Account Research pulls your CRM data. Opportunity Strategy flags deal risks. Product Knowledge retrieves the right docs. Follow-Up Generator drafts the message. CRM Action Planner queues proposed updates — each passing its output to the next.
Step 04
You get one complete answer
The Supervisor merges every agent's output into a single, coherent response — cited, structured, and ready to act on. No context-switching between tools.
Step 05
You approve before anything writes
Every proposed CRM change — stage updates, notes, tasks — appears in your approval queue. You confirm or reject each one. Nothing is written to your CRM until you say so.
Human-in-the-loop by design — not by accident
CRM writes are the only actions with real consequences. RevenuePilotAI enforces approval at the architecture level — no setting to turn off, no accidental auto-writes.
Five Specialist Agents
One prompt.
Five experts on the job.
The Supervisor Agent orchestrates five specialists — each scoped to its domain, each with only the tools it needs. Deep expertise, zero complexity for you.
Account Research Agent
Instantly surfaces account details, contacts, opportunity history, and key activity signals — all structured and ready for action.
Opportunity Strategy Agent
Analyzes deal momentum, flags risk signals, identifies blockers, and recommends the highest-leverage next action.
Product Knowledge Agent
Retrieves grounded product facts, case studies, and objection responses from your knowledge base — with citations.
CRM Action Planner
Plans and executes CRM updates — notes, tasks, stage changes — with a mandatory human approval gate before any write.
Follow-up Generator
Drafts personalized, source-grounded emails, LinkedIn messages, and call prep briefs tailored to each deal and buyer.
Approval Workflow
Every CRM write is presented for rep approval before execution. Human-in-the-loop by design — always.
Built for Production
Trust isn't a feature.
It's the foundation.
RevenuePilotAI is designed so the AI can move fast without bypassing the human checks that protect your CRM data and customer relationships.
Hallucination Prevention
Every product claim, objection response, and deal brief is grounded in your actual knowledge base documents. The AI cannot fabricate facts — all output is cited.
Human in the Loop
All CRM write actions — stage changes, notes, tasks, next steps — require explicit rep approval before execution. The AI proposes; you decide.
Production Safety
Built-in input validation, per-agent iteration limits, structured error handling, and approval-token parsing prevent runaway loops and silent failures.
Composable Architecture
Every layer is independently swappable. Swap the CRM backend, replace the UI, or change the model in one place — nothing else breaks.
🚀Production-ready agentic AI for B2B sales teams
Pricing
Simple, transparent
pricing for every team.
Start free, upgrade when you need more power. No hidden fees. Cancel anytime.
Starter
claude-haiku-4-5
- claude-haiku-4-5 model
- 50 AI queries / month
- Always-approve CRM gate
- 1 user seat
- Knowledge Base (up to 5 docs)
- Community support
Pro
claude-sonnet-4-6
- claude-sonnet-4-6 model
- Unlimited AI queries
- Smart auto-approve + always-approve
- 5 user seats
- Knowledge Base (up to 50 docs)
- Advanced deal analytics
- Priority email support
Enterprise
claude-opus-4-8
- claude-opus-4-8 model (most capable)
- Unlimited AI queries
- Custom approval workflows
- Unlimited user seats
- Unlimited Knowledge Base
- HubSpot + Salesforce live sync (coming soon)
- SSO + full audit logs
- Dedicated account manager
All plans include the RevenuePilotAI dashboard, RAG knowledge base, and human-approval CRM gate. Model access is determined by your plan — upgrades take effect immediately.
Open Source · Self-hostable
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Demo account: demo@example.com / demo123