Lead Capture and CRM
PilotAgent automatically extracts buyer contact information during conversations and stores it in your built-in CRM. Available on all paid plans.
What Gets Captured
While the AI handles the conversation, it watches for contact details that buyers share naturally. No extra questions are asked. No forms. No friction.
The Built-in CRM
Every captured lead appears in the Leads section of your dashboard. From there you can:
Search and Filter
Find leads by name, email, phone, or the listing they inquired about
Per-Agent Scoping
On multi-agent plans, filter leads by specific agent. Each agent's leads are kept separate.
Export as CSV
Download all leads or filtered subsets for use in spreadsheets or external CRMs
Automatic Deduplication
If the same buyer messages about multiple items, you get one lead entry with all their info
Email Notifications
Get instant email alerts when new leads are captured. Configure notification preferences in your dashboard settings.
Example notification:
New Lead Captured
Name: Sarah Chen
Phone: +1 555-0198
Email: sarah.chen@email.com
Listing: Mid-century dining table
Agent: Main Account
How Lead Capture Works Technically
PilotAgent uses AI function calling to extract contact details in real time during the conversation. This means lead data is captured as part of the AI's normal response generation, not as a separate process. The extraction is accurate because the AI understands the context of what is being shared.