SAMPLE DEMO — fictional data, no real deals, billing NOT connected

ClosePilot

Governed AI sales-closing agent for SMB sales teams: verbal yes → validated price → audited documents → nudged buyer → human-approved close.


Step 1 · Deal intake (MOCK CRM + MOCK Excel/CSV matrix adapters)

Verbal-yes deals

Deals enter when a rep logs a verbal yes. Each deal carries its pricing-matrix row and contract document set. Click a deal to work it.

Step 2 · Price validation (≤1% variance gate)

Price check vs matrix

Select a deal above.
Step 3 · Document audit (MOCK PDF/Doc adapters)

Fields & signatures

Select a deal above.
Step 4 · Buyer nudges + human approval gate

Nudge outbox — nothing sends without your approval

The agent drafts nudges for missing prices, fields, or signatures. Nudges sit here until a human approves. Approval is per deal and can be revoked.

Step 5 · Close (requires price PASS + audit PASS + approval)

Close the deal

Select a deal above.

Immutable audit trail (tenant-filtered)

Pricing (untested hypothesis)

$950 pilot setup + $189/mo per sales team.

This price is a hypothesis — it is NOT proven demand. Billing is NOT connected; you cannot pay on this page. Concept inspired by a verified live Freelancer brief at min £36/hr (19 proposals at check, 2026-10-11) — that brief is a rate signal, not a contract and not our customer.

Next step & support

Want this on your real CRM? Next step: reply to our pilot inquiry — we configure ClosePilot against your actual pricing matrix and CRM in a 30-minute working session.

Support: support@closepilot.fullstackassets.com — monitored by a human, replies within one business day. The agent never acts outside an approved step list and never sends anything without human approval.

What this demo is (and is not)