Your operations software runs the business. We run the sales.
CRM Pilot is the customer-facing layer that sits alongside the tools you already use — capturing every enquiry, responding in seconds, and following up automatically, so the leads you're already paying to attract actually convert.
- 6:42pmCapturedNew enquiry · Website form
- 8 secRespondedAuto-reply sent
- Followed upSMS sequence · Day 2
- WonDeal marked won
Built for businesses that live on enquiries — sales teams, showrooms, service operations.
Keep your operations stack. We handle what it wasn't built for.
- Inventory & manufacturing
- Accounting & invoicing
- Purchasing & stock
- Internal projects & tasks
- Lead capture from every channel
- Instant response & missed-call text-back
- Automated sales follow-up
- Pipeline & conversion tracking
- Reviews & reputation
- Customer re-engagement
The two work together — we connect to your existing tools via integration so your sales activity and your operations stay in sync.
Great operations software still won't chase a lead at 9pm.
Enquiries arrive after hours and go cold.
Quotes get sent and never followed up.
Happy customers never get asked for a review.
Omnichannel capture
Web, phone, SMS, email and social enquiries land as one tracked lead.
Speed-to-lead
Instant automated response the moment an enquiry arrives, so you're always first.
Automated follow-up
Sequences nurture every lead until they reply, with no manual effort.
Pipeline & reporting
See every deal's stage and where revenue is won or lost.
Reviews & reputation
Automatic review requests after each sale build your public proof.
Built-in AI assistant
Ask your CRM about your pipeline, bookings and follow-ups in plain English (AI is always disclosed to your customers).
Leads flow in through CRM Pilot; confirmed orders flow through to the tools you already run.
Australian owned & supported
Set up and managed for you
Month-to-month — no lock-in
Your data is yours, exportable anytime