For marketing agencies
Run every client's pipeline from one login — and resell it as your own.
Juggling tools and client pipelines is its own full-time job. CRM Pilot puts every client in one place, and you can even white-label and resell it.
How it works
The journey of every lead.
1
Capture
All client leads, one place
Every client's enquiries flow into one system.
2
Respond
Instant response for every client
Automated replies and follow-up across accounts.
3
Manage
One pipeline view
See and manage every client's funnel from a single login.
4
Report
Results without the manual work
Dashboards replace hand-built reports.
5
Grow
A new revenue line
Resell the platform to your clients under your brand.
What that looks like in your week
The tool sprawl
Five tools per client becomes one system across all of them.
The reporting grind
Client dashboards replace hours of manual reporting.
The resale
Offer the platform to clients as a branded product and add recurring revenue.