Quote follow-up
Every quote carries a send date and a tolerated delay. Past that delay it moves to the top of the list, with the action to take and the money at stake.
For every business that works from quotes
Stop losing deals to forgetfulness
Piloteo is quote follow-up, client chasing and project tracking software for service businesses. It watches what has gone quiet: a quote with no reply for seven days, a job frozen for three weeks, a file a month past its date.
No credit card · English and French interface · Cancel any time
- A forgotten quote rarely comes back
- One list for everything that is waiting
- Three tools replaced by one
The problem is not untidiness. It is forgetting.
A business does not lose deals because it is disorganised. It loses them because a quote sent on a Tuesday disappears under fifteen others, and nobody brings it back. A spreadsheet never warns you. A CRM files things away, but it does not wake you up.
What Piloteo does
Client chasing
The message is drafted from the stage, the delay and the amount. Three tones for unpaid invoices: courteous, firm, formal notice.
Sales pipeline
Your enquiries in columns, from first contact to signature. The stages follow your trade, not the other way round.
Project management
One client, several projects, each with its budget, deadline and tasks. A project closes itself once every task is done.
Task management
Tasks belong to a client and a project. The day view gathers everything due, across all files.
Sales dashboard
Revenue won, weighted forecast, conversion rate by source, average time between first contact and signature.
One tool, tuned to your trade
Stages, services and follow-up delays adapt to your activity as soon as you sign up — and they are created in your language. Same software, different settings.
- Plumbing and heating
- Electrical
- Renovation and masonry
- Joinery and fit-out
- Garage and bodywork
- Real estate agency
- Training and consulting
- Agencies and freelancers
Spreadsheet, regular CRM or Piloteo
| Criterion | Spreadsheet | Regular CRM | Piloteo |
|---|---|---|---|
| Centralises enquiries | Yes, by hand | Yes | Yes, automatically |
| Warns when a quote goes quiet | No | Rarely | Yes |
| Drafts the chasing message | No | Paid add-on | Included |
| Handles project tasks | No | No | Yes |
| Duration and overrun per job | No | No | Yes |
| Adapts to your trade | Build it yourself | Long configuration | From sign-up |
| Time to get going | Immediate | Several days | One hour |
| Interface language | — | Often English only | English and French |
Pricing
Fifteen days to try, no credit card. Piloteo is in Alpha: paid plans open on request, case by case.
Trial
Free15 days
- Every feature
- Up to 2 users
- No credit card
- Your data is kept
Standard
On requestduring Alpha
- Pipeline, projects and clients
- Drafted follow-ups
- Automatic lead intake
- Up to 2 users
Pro
On requestduring Alpha
- Everything in Standard
- Assistant that writes your follow-ups
- Unlimited users
- Unlimited leads
Frequently asked questions
What is Piloteo?
Piloteo is quote follow-up, client chasing and project tracking software. It centralises incoming enquiries, flags the ones that have gone quiet for too long, and drafts the follow-up for you. It suits any service business that works from quotes, whatever the trade.
How is Piloteo different from a regular CRM?
A regular CRM files your contacts. Piloteo watches the clock. Every stage has a tolerated delay: a quote with no reply for seven days moves itself to the top of today's follow-up list, with the money at stake.
Is Piloteo only for the building trade?
No. Pipeline stages, services and follow-up delays are configured per sector when you sign up. Trades, consulting, training, agencies, real estate and freelancers all use the same tool with different settings.
What languages does Piloteo support?
English and French. The interface switches from a button in the header and the choice is remembered on the device. Sign up in English and your pipeline stages, services and field labels are created in English too — they become your own wording, and you can rename them at any time.
How do enquiries reach Piloteo?
Each company gets its own intake address. Your website form, an n8n, Make or Zapier automation, or an ad campaign can drop enquiries into it. A CSV import lets you bring across an existing history.
Where is my data hosted?
On European infrastructure. Each company is isolated from the others at server level, not merely on screen.
Fifteen days to see what was sleeping
Import your open quotes. Piloteo will tell you which ones are waiting for a nudge, and how much they are worth.
Start for free