CRM Pilot · Project Manager

Run the work. See the results. In one place.

Kanban boards and a daily plan like the tools your team loves — plus an executive Command Center that turns the work into a weekly Health Score, team board and revenue view. Everything Trello and Microsoft To-Do leave out.

Free to start · $19/mo for everything · no per-seat billing

tasks.crmpilot.com.au
Product RoadmapBoard
To Do3

Design the new onboarding flow

UrgentToday

Write the public API docs

HighFri

Plan Q3 launch campaign

✓ 2/5
In Progress2

Fix checkout redirect bug

HighTomorrow

Build the settings page

✓ 4/6
Done1

Ship v2.1 release

Everything in one workspace

A to-do list, a board, and a brain — together.

The features you’d stitch together from three apps, designed to feel like one.

Natural-language quick-add

Type “Pay invoice tomorrow 5pm !urgent #finance” — it reads the date, time, priority and label for you.

Voice capture (Pro)

Speak your to-dos — “email the supplier tomorrow 5pm, draft the deck, book the venue Friday” — and they become tasks.

Built for builders

Type work as Feature, Bug, Chore or Spike, add story-point estimates, and map architecture on Mind Maps.

Kanban boards

Drag tasks across columns with buttery, real-time drag-and-drop. Group by project, color and icon.

My Day

A focused daily plan that pulls in what’s due, what’s overdue and what you’ve pinned for today.

Priorities that mean something

Four real levels — Urgent to Low — colour-coded across every board and list.

Email reminders (Pro)

Reminders land in your inbox — Pro includes 1,000 a month — plus desktop alerts, so deadlines reach you even when the app is closed.

Recurring tasks

Daily, weekday, weekly or monthly — completing one rolls the next forward automatically.

Sub-tasks & checklists

Break work down with progress bars, so big tasks never feel stuck.

Whiteboard & Mind Maps

A full canvas — shapes, arrows, sticky notes, freehand, undo/redo and export. Sketch architecture, then turn notes into tasks.

Realtime collaboration

Everyone sees changes the moment they happen. Your whole workspace, always in sync.

Labels & filters

Tag anything, find anything. Upcoming, All-tasks and per-project views keep it tidy.

The layer Trello & To-Do don’t have

The Command Center your leaders actually read.

Tasks are how work gets done. The Command Center is how the business sees it — a five-minute dashboard built from a weekly report your team fills once. Visibility without the chase.

  • Marketing Health Score /100One number, weighted across leads, revenue, content, SEO, email and B2B.
  • A weekly report they fill once“If it’s in here, I won’t ask again.” Friday update — then no more random pings.
  • Team boardWho’s doing what, what’s late, and why — without chasing anyone.
  • Action plan with evidenceStrategic tasks logged with proof, blockers and next steps. The record nobody can argue with.
  • Revenue by sourceAttribution that’s proof, not guesses — Google Ads, organic, referral, B2B, direct.
Try the Command Center
89
/ 100
Marketing Health
Healthy · week ending Fri
Leads93%
Revenue88%
Content80%
SEO70%
Wins

Ahead of revenue target

3 new partners signed

Red flags

Content output down 17%

5 tasks overdue this week

Why teams switch

The board, the list — and the layer above both.

Trello gives you boards but no daily plan. Microsoft To-Do gives you a list but no project depth. CRM Pilot is both at once — plus an executive layer neither one has.

Kanban boards

CRM Pilot
Trello
Microsoft To-Do

My Day daily planner

CRM Pilot
Trello
Microsoft To-Do

Natural-language quick-add

CRM Pilot
Trello
Microsoft To-Do
Partial

Priority levels (Urgent → Low)

CRM Pilot
Trello
Via labels
Microsoft To-Do
Single flag

Reminders + desktop notifications

CRM Pilot
Trello
Partial
Microsoft To-Do

Recurring tasks

CRM Pilot
Trello
Power-up
Microsoft To-Do

Sub-tasks + checklists

CRM Pilot
Trello
Checklist
Microsoft To-Do
Steps

Mind-map planning canvas

CRM Pilot
Trello
Microsoft To-Do

Executive Command Center + Health Score

CRM Pilot
Trello
Microsoft To-Do

Realtime collaboration

CRM Pilot
Trello
Microsoft To-Do
Partial

Custom builds for dev teams

CRM Pilot
Trello
Microsoft To-Do

One flat price (no per-seat)

CRM Pilot
$19 all-in
Trello
Per user
Microsoft To-Do
Free but basic

How it works

From a thought to a running business.

01

Capture

Type tasks in plain English — "Pay invoice tomorrow 5pm !urgent #finance" — and it parses the date, priority and labels automatically.

02

Organise

Drag across Kanban boards, plan your day in My Day, and map ideas in Mind Maps.

03

Run the business

The Command Center turns the work into a weekly Health Score, team board and revenue view leaders actually read.

Built for

Whatever you're running.

Founders & operators

One screen to see leads, revenue, blockers and team output. Stop chasing updates.

Marketing teams

A weekly report your manager fills once — Health Score, campaigns, SEO, email and lead attribution in one place.

Software & dev teams

Mind-map architecture, track sprints on boards, and get a Custom build shaped around your workflow.

Individuals

My Day, reminders and natural-language capture that make a personal to-do list actually stick.

Pricing

One flat price. Your whole team.

No per-seat billing, no surprise add-ons. Start free, upgrade when you’re ready.

MonthlyAnnual · 2 months free

Free

For getting started

$0forever

  • 1 user (just you)
  • My Day, Upcoming & boards
  • Natural-language quick-add
  • Priorities, due dates & reminders
  • Up to 3 projects
Start free
Most popular

Pro

Everything, one flat price

$19/month

  • Up to 10 users — invite your team
  • Everything in Free, unlimited projects
  • The Command Center + Health Score
  • Mind Maps planning canvas
  • Realtime sync · one flat price, no per-seat
Start free trial

Custom

For software & dev teams

Let’s talk

  • Unlimited / custom seats
  • Everything in Pro
  • Bespoke features for your workflow
  • Custom integrations & API access
  • White-labelling, SSO & dedicated support
Book a call

Prices in AUD, excl. GST. Month-to-month — cancel anytime, export your data anytime.

FAQ

Questions, answered straight.

Boards plus a real daily planner and an executive Command Center that neither has — all on one flat price, with no per-seat billing.

Still deciding? Book a demo or start free.

Stop chasing updates. Start seeing results.

Give your team the board they’ll actually use — and give yourself the dashboard that finally answers “what’s really getting done?”

Free to start · $19/mo for everything · cancel anytime