DB SalesPilot walks every deal through a proven cycle — from first interest to signed order — with a live AI Deal Room, a daily Power Hour, forecasting, and a Parked leads for the ones that got away. No spreadsheet gymnastics. No generic sales software bloat.
Real, aggregated results from every MSP using the platform. Full contract value is calculated across the whole term for MRR deals.
Six tools built into one workspace — no plug-ins, no bolt-ons, no extra logins.
Every morning, the platform hands you the 10 deals that need you today — ranked by follow-ups, sticking points and stage age.
Live call transcription that auto-fills BANCOUT in real time — you see the seven qualifying boxes turn green as you talk.
Each stage packs the exact questions, objections and email templates to use — not just a status field.
Weighted pipeline, average sales journey, stalling deals and a monthly Pipeline Cleanse to keep the numbers honest.
Closed-lost deals don't die — they get a revisit date and drop back into a Requalify stage when the time's right.
50 bite-size lessons across modules — from cold outreach to closing — so your team levels up while they sell.
Every stage carries its own probability, tactical guidance and the email templates you'll actually send.
Instant acknowledgement.
If you haven't already, it's time to get a meeting secured or qualify the call live. React QUICKLY.
Discovery call & gap analysis. Qualify conversationally.
Fill any gaps from the call, then get a clear quote or proposal in front of them with the next step already agreed.
Phone → email → phone → final email. Close the deal or get the honest 'no'.
Deal signed and won. Hand over to delivery cleanly.
Every MSP gets its own private workspace. Optional TOTP 2FA, admin-led resets, and auto sign-out after inactivity.
AI helps you qualify, summarise BANCOUT and draft follow-ups — it never sends anything without you seeing it first.
Complete a stage, capture the note, move on. Won deals shimmer green, lost deals nurture in the vault.