Turn Every Business Inquiry Into a Paying Client
One workspace for your leads, quotes and follow-ups. Import the list you already have, send professional quotes by link, and stop losing deals to slow replies.
14-day free trial · No card required · Import your list in minutes
CSV import with duplicate checks
Quotes shared as a simple link
Built to work on your phone
Leads
128
+12%
Quotes
36
+8%
Win rate
48%
+6%
Pipeline
$182k
+21%
Quote ready to send — Meridian Office
12 line items · $4,200 total · share link
Built for small teams — no sales-ops department required
Import from CSV
Bring your Excel or Sheets list in minutes
Quotes by link
Send a branded quote your client can open instantly
Works on mobile
Update a lead from the field, not the office
No setup fee
14-day trial, no card, cancel anytime
Features
The essentials, done properly
No twenty-tab dashboard. Just the parts of a sales process a small team actually uses — leads, quotes, follow-ups and a clear view of what is closing.
Leads that stay in one place
Add leads one by one or import a CSV from Excel and Google Sheets. Column mapping, duplicate checks and a review step stop messy data before it lands.
Import · DedupeA pipeline you can actually read
Move deals from New to Won on a drag-and-drop board. See value, priority and the next action without opening five tabs.
Pipeline · DealsQuotes built from your price book
Save your services and rates once, then build an itemised quote in minutes. Share it as a link your client can open on any device.
Quotes · Price bookFollow-ups on a schedule
Set the next touch on every lead. The dashboard surfaces what is due today and what is overdue, so nothing depends on memory.
Reminders · Due datesCapture enquiries from your site
Create a simple lead-capture form and share its link or embed it. New enquiries land straight in your pipeline.
Forms · Web enquiriesSee where the revenue is
Track win rate, pipeline value and lead sources. Invite teammates so the whole team works from the same numbers.
Reports · TeamHow it works
From first enquiry to signed quote
Four steps, no training course. Most teams are through all of them in an afternoon.
- Step 0101
Bring your leads in
Import a CSV from Excel or Google Sheets, add leads one by one, or connect a capture form. Duplicates and invalid rows are flagged before anything is saved.
- Step 0202
Set up your price book
Add the services, products, units and rates you sell. This is the one-time setup that makes every future quote fast and consistent.
- Step 0303
Send a quote they can open
Build an itemised quote, add tax and terms, then share a link. Your client sees a clean, branded page — no login, no PDF dance.
- Step 0404
Follow up and close
Schedule the next touch, track the deal on your pipeline, and see what is closing this month. Won deals update your reports automatically.
Why teams switch
Built for the way small teams actually sell
You do not need a twelve-person revenue operation. You need one place where the enquiry, the quote and the next follow-up live together.
Every enquiry gets an owner
Leads stop living in a WhatsApp thread or a notebook. Each one has a stage, a value and a next step the whole team can see.
Quotes stop starting from a blank page
Your services, rates and terms are saved in one price book. Build a clean, itemised quote in minutes instead of rebuilding last month's document.
Follow-ups happen even on busy weeks
Schedule the next contact when you add a lead or send a quote. The dashboard tells you what is due before the trail goes cold.
You can see what is actually closing
Win rate, pipeline value and lead sources in one view. Stop guessing which channel deserves more of your time.
The difference
Without
- Leads split across email, WhatsApp and notes
- Every quote rebuilt from scratch
- Follow-ups remembered (or not)
- No idea which source converts
With LeadPilot
- One shared lead list with stages
- Quotes from your saved price book
- Reminders that show up on time
- Source-to-win reporting built in
Live by the end of the afternoon
- Import your existing list from CSV
- Add the services you sell to your price book
- Send your first shareable quote
- Invite a teammate to the same workspace
Early access
No borrowed logos. No invented reviews.
LeadPilot is a new product. Instead of filling this page with fake customer quotes, here is the honest version: what your first week actually looks like.
Day 1
Bring your list
Import leads from Excel, Google Sheets or a ChatGPT export. Column mapping, duplicate checks and a review step are built in.
Day 2
Set your prices
Add the services and products you sell to your price book once. Every quote from then on starts from the same numbers.
Day 3
Send your first quote
Build an itemised quote, add your terms and share a link your client can open on any device — no PDF attachment required.
Day 4
Follow up on time
Schedule the next touch and let the dashboard flag what is due. Your pipeline stops living in your head and your notes app.
Join as a founding customer
You get a direct line to the team, help importing your list, and the same price you start on.
Pricing
Simple pricing. No surprises.
Every plan starts with a 14-day free trial. No card required, no automatic charge until you ask us to activate a plan.
Starter
For solo founders and independent professionals
$288 per year
- Full workspace for one business
- Unlimited leads and clients
- Pipeline, quotes and price book
- CSV import and follow-up reminders
- Shared workspace with team invites
- Email support
Growth
For teams that want a hand getting set up
$756 per year
- Everything in Starter
- Priority WhatsApp support
- Help importing your existing list
- Guided price-book setup
- Invoice-friendly billing
- Monthly check-in, if you want one
Enterprise
For established teams with a bigger sales motion
Let's scope it together
- Everything in Growth
- Guided onboarding and data migration
- Help structuring quote templates and terms
- A direct contact for support
- Quarterly pipeline review call
- Custom invoicing and procurement documents
All plans include the same workspace today — higher tiers add hands-on setup and support. 14-day free trial on every plan, no card required.
After the trial, pay by JazzCash, bank transfer, Payoneer or Wise; we activate plans manually within one business day. JazzCash payments go to Taimoor Mateen — check the name before sending.
Card checkout is coming, and there are no automatic renewals until then.
Start where you are
Your next deal is already in your inbox. Give it somewhere to land.
Import your list, send your first quote and see your pipeline in one afternoon. Fourteen days free — no card and no automatic charge.
14-day trial · No card required · Cancel anytime