PilotA CRM that knows the latest about every lead. Without anyone typing.
We set up or clean up your CRM, connect it to your email, ads, calls and calendar, and keep it that way. Every lead’s status is current, so nothing and nobody gets forgotten.
Everything it takes, handled.
You get a working system, not a to-do list. Here’s what’s included.
Your pipeline designed around how you actually sell, not the default template.
Ads, email, calls, calendar and forms write to the CRM automatically.
Duplicates merged, stale deals flagged, missing data enriched.
Lead scores from engagement and fit, so the right leads get attention first.
We’ve moved agencies between CRMs with history intact (JobAdder → Spott, for one).
Where leads come from, where they stall, and what turns into revenue.
“More inbound leads will not fix a manual qualification bottleneck.”
If every lead waits for someone to read it, sort it and assign it, more leads just means a longer queue. Routing rules fix that in seconds.
See the post on Instagram →Watch the CRM update itself.
Each card is a lead. As the system emails, nurtures and calls, they move on their own, and every action is logged below.
Sample leads · simulated activity
One part of a bigger system.
CRM management works on its own, but it’s built to hand leads to the next step. Click any part to explore it.
Which CRMs do you work with?
HubSpot, Pipedrive, GoHighLevel, Salesforce, recruitment CRMs/ATS like JobAdder and Spott, and Airtable-based setups. If it has an API, we can usually connect it.
We already have a CRM. Do we need a new one?
Usually not. Most of the time the tool is fine and the problem is that nothing updates it. We fix that first.
Can you migrate our data?
Yes. We map fields, clean and dedupe, test with a sample, then cut over with history preserved.