Lift Pilot is an AI-powered copilot designed to support sales and revenue teams by automating manual tasks, surfacing actionable insights, and enhancing customer interactions. Unlike traditional sales tools that require constant input and monitoring, Lift Pilot works behind the scenes—analyzing calls, updating CRM entries, and providing real-time assistance to sales reps.
Built with revenue efficiency in mind, Lift Pilot is designed to remove administrative bottlenecks and allow go-to-market (GTM) teams to focus on what truly matters: closing deals. Whether you’re in sales, customer success, or revenue operations, Lift Pilot acts as your AI assistant, improving productivity and decision-making across the funnel.
Features
Lift Pilot provides a robust feature set tailored to modern sales organizations:
CRM Automation – Lift Pilot automatically logs notes, updates opportunity fields, and captures customer data from calls and meetings, reducing time spent on admin work.
Call Intelligence – The tool analyzes sales conversations to extract key insights, objections, buyer intent signals, and action items.
Real-Time Copilot – During live calls, Lift Pilot provides real-time prompts, talking points, and next-best-action suggestions, helping reps stay on message and handle objections effectively.
Pipeline Visibility – Sales managers gain deeper visibility into deal progress with conversation-level insights and risk alerts.
Deal and Rep Summaries – Lift Pilot automatically generates summaries for deals and sales activities, allowing for faster standups, reviews, and coaching.
Integration with Sales Stack – It integrates with popular tools such as Salesforce, HubSpot, Gong, Zoom, and Slack, allowing seamless adoption within existing workflows.
Security & Compliance – Built with enterprise-grade security and SOC 2 compliance, Lift Pilot ensures data privacy across all integrations and interactions.
Customizable Playbooks – Teams can embed their sales methodology and enablement material into Lift Pilot’s AI to guide reps dynamically based on specific sales scenarios.
How It Works
Lift Pilot integrates with your existing sales stack and begins functioning as an AI layer across calls, meetings, and CRM platforms. Once connected, it listens to sales conversations (via Zoom or similar platforms), analyzes the discussion in real time, and logs relevant data automatically.
Sales reps no longer need to manually type notes or update CRM fields—Lift Pilot captures everything from call outcomes to next steps and buyer sentiment. It provides live recommendations during calls based on the conversation flow, helping reps handle objections and push deals forward.
After the call, Lift Pilot generates summaries, identifies red flags, and recommends follow-up actions. It also feeds these insights back into the CRM and Slack, ensuring that GTM teams remain aligned without manual intervention.
Sales leaders can use Lift Pilot’s analytics dashboard to monitor performance trends, pipeline health, and rep effectiveness—all fueled by real conversation data.
Use Cases
Lift Pilot fits seamlessly into a variety of use cases within sales and revenue teams:
Sales Reps – Eliminate manual note-taking, get real-time coaching, and increase close rates with AI-driven insights.
Sales Managers – Gain visibility into deal health, coach reps based on real conversations, and improve forecast accuracy.
Customer Success Teams – Use Lift Pilot to capture meeting insights, update CRM automatically, and ensure smooth renewals and upsells.
Revenue Operations – Automate CRM hygiene and gain analytics to drive operational efficiency across the GTM funnel.
Founders and Startups – Lean teams can scale their sales motions and keep CRMs updated without needing dedicated admin resources.
Pricing
Lift Pilot does not publicly display its pricing on the official website. The platform operates on a custom pricing model, which typically varies depending on company size, team needs, and integration complexity.
Interested teams are encouraged to book a demo or request access through the website. Pricing is likely structured across tiers, such as:
Starter Plan for small teams
Growth Plan with additional integrations and analytics
Enterprise Plan with customization, security compliance, and dedicated support
Because Lift Pilot is focused on revenue-generating teams, its pricing is likely aligned with ROI-driven outcomes such as time savings, increased win rates, and improved CRM accuracy.
Strengths
Lift Pilot stands out in the AI sales copilot category for several reasons:
Time Savings – Automating call notes and CRM updates frees up significant time for reps to sell rather than document.
Real-Time Support – Unlike static enablement tools, Lift Pilot offers live suggestions, helping reps improve in the moment.
Cross-Team Alignment – By sharing summaries and insights in tools like Slack and CRMs, Lift Pilot keeps GTM teams on the same page.
Security-Focused – With SOC 2 compliance and enterprise-level encryption, it meets the requirements of privacy-conscious organizations.
Custom Playbooks – The ability to embed your sales methodology into the AI assistant ensures that reps stay aligned with team strategies.
Drawbacks
Despite its advantages, there are some limitations and considerations:
No Transparent Pricing – Lack of public pricing may slow evaluation for budget-sensitive teams.
Limited Platform Support – While it supports Zoom and major CRMs, integration with other platforms (e.g., Microsoft Teams or niche CRMs) may be limited initially.
Learning Curve – Teams may require onboarding to fully understand how to embed playbooks and interpret AI insights.
Only for B2B Teams – Lift Pilot is primarily designed for B2B sales and revenue teams. B2C or non-sales functions may find limited applicability.
Comparison with Other Tools
Lift Pilot competes with tools like Gong, Chorus, and Fireflies.ai. However, it positions itself differently:
Versus Gong – Gong is a call recording and analytics tool focused on post-call intelligence. Lift Pilot adds real-time coaching and CRM automation, which Gong lacks.
Versus Fireflies.ai – Fireflies.ai focuses on transcription and note-taking. Lift Pilot goes further by automating CRM updates and providing actionable pipeline insights.
Versus Copilot-type tools – While some CRMs like Salesforce offer AI copilots, Lift Pilot’s cross-platform integration and real-time support make it more versatile for teams using diverse tools.
Customer Reviews and Testimonials
Lift Pilot is a relatively new entrant but has already received strong early traction. Sales leaders and startup founders praise its ability to streamline workflows and improve team productivity.
Early users highlight how Lift Pilot reduces context switching, eliminates note-taking, and helps reps stay focused on the conversation. Some testimonials mention faster onboarding for new reps and more consistent CRM hygiene as key benefits.
While broader reviews are still emerging, Lift Pilot appears to be resonating with teams looking to improve efficiency without adding headcount.
Conclusion
Lift Pilot is a next-generation AI sales copilot that empowers revenue teams with automation, intelligence, and real-time support. From updating CRMs and analyzing calls to surfacing insights and coaching reps live, it removes friction from the sales process and helps teams perform at a higher level.
For sales-driven organizations looking to scale efficiently, reduce manual overhead, and improve win rates, Lift Pilot offers a powerful, AI-first solution built for modern GTM teams.
