Win more engagements with email intelligence
Track proposal engagement, get contracts signed faster, and maintain strong client relationships. InboxPilot is the consultant’s secret weapon.
- Know which proposal sections clients focus on
- Get SOWs and engagement letters signed faster
- Spot at-risk relationships before they slip
A visual operating path for this buyer
Each solution route pairs buyer-specific copy with a workflow board that shows the message, signal, and follow-up path.
Audience and message
Track when prospects open your proposals. Know which sections they focus on and follow up with precision.
Signal watchlist
Pricing section viewed
Follow-up queue
Share deliverables with tracked links. Know when clients have reviewed your work before status meetings.
Built for the way this team sends
Tracking, documents, signatures, campaigns, templates, CRM context, and AI assistance fold into the inbox workflows your team already uses.
Track proposal engagement
Share proposals with tracked links. See which sections clients focus on and whether they forwarded your proposal to decision-makers.
E-sign SOWs & contracts
Get statements of work and engagement letters signed electronically. Reduce the time from proposal to kick-off.
Client communication tracking
Know when clients read your updates, deliverables, and status reports. Follow up when they are engaged.
Confidential document sharing
Password-protect sensitive deliverables and set expiration dates. Control who can access your intellectual property.
From send to follow-up
Every route runs on the same product surface: send from the inbox, capture the signal, act with context.
Business development
Track when prospects open your proposals. Know which sections they focus on and follow up with precision.
Contract signing
Get engagement letters and SOWs signed in minutes with e-signatures. Reduce time-to-start by weeks.
Client delivery
Share deliverables with tracked links. Know when clients have reviewed your work before status meetings.
Bring email intelligence to consultants
Start with tracking and templates, then add campaigns, documents, signatures, mobile alerts, and admin controls as your workflow grows.
14-day trial • No credit card required • 2-minute setup