Never lose
another lead.
CRM Pilot puts every call, text, email and booking in one place — and follows up automatically, even when you're flat out.
just the real thing
Sorry we missed your call! This is Mick's Plumbing — how can we help?
Built for tradies · contractors · education agents · real estate · clinics · professional services · agencies
Built for businesses that live on the phone.
Tradies & Contractors
On the tools all day? Missed calls turn into booked jobs automatically.
Education Agents
Track every student enquiry from first message to enrolment. No more spreadsheets.
Real Estate
Every buyer enquiry followed up before your competitor calls back.
Clinics & Allied Health
Fewer no-shows with automatic reminders and easy online bookings.
Professional Services
Follow-ups, proposals and bookings on autopilot.
Marketing Agencies
Manage every client pipeline from one login.
Just ask your CRM.
CRM Pilot has an assistant built in. Ask it anything about your business in plain English — your appointments, your leads, who needs chasing — and it answers in seconds.
Example shown. The assistant answers from your live data — and always tells your customers when they're chatting with AI.
Everything your front desk would do. Without the front desk.
One platform for the whole customer journey — capture to repeat business. Five stages, one login.
Get more leads in the door
Every call, message and enquiry — caught, answered, and in your system.
- Missed-Call Text-BackCan't pick up? The caller instantly gets a text and the conversation starts without you.
- Unified InboxSMS, email, Facebook, Instagram, Google Business chat and web chat in one thread per customer.
- Web Chat WidgetVisitors message from your site straight into your inbox.
- Forms, Surveys & QuizzesEnquiries become contacts and trigger follow-up instantly.
- Websites, Funnels & Landing PagesPages that capture leads, built for you.
- Call TrackingKnow which number, ad or page every call came from.
- QR CodesFrom ute, signage or flyer straight into your pipeline.
- Social PlannerSchedule posts that feed the top of the funnel.
- Casey MorgannowSorry we missed your call! Want to book?
- Taylor Reynolds2mDo you cover Brighton?
- Jordan Lee9mRe: quote for the fence
- Sam Patel14mAre you open Saturday?
Your 24/7 receptionist.
Conversation AI replies to chats and texts after hours. Voice AI answers the calls you can't, captures the lead's details, and books them straight into your calendar.
AI assistants are always clearly disclosed to your customers.
How it works
Book a 20-minute demo
See the platform live on a real screen, set up the way your business would use it.
We build it for you
Setup, data migration from spreadsheets or your old system, your branding, your numbers, and team training. Live within a week.
You run your business
One app for the whole team, with Australian-hours support from Melbourne.
You're probably already paying for this. In five different places.
Most small businesses run a patchwork of tools that don't talk to each other — and lose leads in the gaps between them.
- Email marketing tool~$100/mo
- Online scheduling tool~$20/mo
- SMS / texting platform~$50/mo
- Reviews & reputation tool~$50/mo
- A separate CRM~$50–100/mo
- AI chat or voice tool~$100–300/mo
Everything above. One platform. One login.
Plus our team sets it all up for you. No $3,000 onboarding fee.
Twenty minutes on a real screen will show you the difference — book it below.
Figures are typical market ranges for comparable tools, in AUD, for illustration. Your actual current spend may vary.
Simple monthly pricing. No lock-in.
Starter
- CRM & contacts
- Visual pipeline
- Unified inbox
- Booking calendar
- Email campaigns
- Mobile app
- AU support
Growth
Everything in Starter, plus:
- SMS marketing & missed-call text-back
- Automated follow-up sequences
- Review requests
- Payments & invoicing
- Done-for-you setup & migration
- Quarterly strategy check-in
Scale
Everything in Growth, plus:
- Conversation AI (24/7 replies)
- Voice AI receptionist
- Custom automations built for you
- Advanced reporting
- Priority support
Prices in AUD, excluding GST. SMS, phone numbers and call usage billed additionally at carrier rates. Month-to-month — cancel anytime, export your data anytime.
See it running on a real screen.
20 minutes. No slideware — the actual platform, set up for a business like yours. Worst case, you leave with ideas you can use anyway.
prefer to talk?Call +61 468 721 578· real people, Melbourne hours
- 01You pick a time
- 02We show you the platform live, built for your industry
- 03If it fits, we build everything for you. If not, no hard feelings.
Frequently asked questions
On secure US-based cloud infrastructure — the same model used by most major CRM platforms. CRM Pilot is Australian owned with Australian support. Full details are in our Privacy Policy.