CEMPilot
The Platform

Not just messaging.
A complete Client Command Center.

Five deeply integrated pillars that work together to transform how professionals communicate with, track, and grow their client base.

Unified Inbox
Unified Inbox

Every channel. One inbox.

WhatsApp, SMS, email, and calls unified in a single timeline per contact.

Stop switching between apps. CEM Pilot brings every conversation — WhatsApp messages, SMS, emails, and phone calls — into one chronological feed for each client. You'll always have the full picture.

  • WhatsApp Business API integration
  • SMS & MMS with dedicated numbers
  • Email with threading & attachments
  • Call recordings + live transcription
  • Conversation history never expires
Why it matters

Professionals who unify their channels respond 3× faster and miss 80% fewer leads.

AI Call Intelligence
AI Call Intelligence

Every call, automatically captured.

Transcripts, summaries, key data extraction, and action items — without lifting a pen.

Our AI engine processes every call in real time. Get a full transcript, a concise summary, extracted entities (names, policy numbers, dates), sentiment analysis, and a list of follow-up actions — all instantly available in your client CRM.

  • Real-time call transcription
  • AI-generated meeting summaries
  • Key data extraction (entities, amounts, dates)
  • Sentiment and tone analysis
  • Auto-generated follow-up actions
  • Searchable call archive
Why it matters

Teams using AI call intelligence save an average of 2+ hours per day on post-call admin.

Built-in CRM
Built-in CRM

A 360° view of every client.

Contacts, deals, activities, and a full interaction history — no third-party CRM required.

CEM Pilot's built-in CRM isn't an afterthought — it's deeply integrated with your inbox. Every message, call, note, and deal is linked to the same contact record, giving you a complete picture of every relationship.

  • Rich contact profiles with custom fields
  • Deals and pipeline management
  • Activity timeline: calls, messages, notes
  • 360° interaction history
  • Tags, segments, and smart lists
  • Import / export contacts
Why it matters

Having CRM data in context — not in a separate tab — means your team closes more deals with less effort.

Workflow Automation
Workflow Automation

Your follow-up engine, automated.

Build cadences, sequences, and routing rules that run while you focus on clients.

Define trigger-based workflows: when a new lead arrives, send a WhatsApp greeting. When a call ends, schedule a follow-up. When a deal stalls, escalate. Automation handles the routine so you can handle what matters.

  • Visual workflow builder
  • Trigger-based automations (time, event, tag)
  • Follow-up cadences and drip sequences
  • Intelligent routing and assignment
  • SLA-based escalation rules
  • Pre-built templates for common use cases
Why it matters

Professionals using automation recover 15+ hours per week — and never miss a follow-up again.

@Handle Network
@Handle Network

A professional identity for a connected world.

Your @handle works across all channels, all tenants — even before a contact is made.

Your unique @handle is your professional address in the CEM Pilot network. Share it on your card, website, or social. Clients can reach you via WhatsApp, SMS, or email using the same @handle — no matter which platform they're on.

  • Unique, verified @handle per user
  • Cross-tenant messaging and discovery
  • Reach any CEM Pilot user via @handle
  • QR code for instant contact sharing
  • Handle-to-handle encrypted messaging
  • Professional profile visible in the network
Why it matters

The @handle network is the only professional identity layer that works across messaging platforms — like an email address for the messaging era.

All five pillars. One platform.

Start with what you need most and expand as your business grows. Every plan includes the full platform.