An all-in-one CRM and sales pipeline for local businesses
Business Pilot is a lead conversion platform for local businesses: it helps you attract more leads, convert them faster and keep customers coming back. The CRM sits at the centre. Every call, text, email, form, chat, review and payment lands on one customer profile, so anyone on your team can pick up a conversation where it left off.
What's in the CRM
- Customer profiles with custom fields, tags, notes and activity history
- Visual sales pipelines with stages you define (new lead, quoted, booked, won)
- Tasks and reminders so follow-ups don't depend on memory
- Full conversation and call history across every channel
- Smart lists and segments for targeted text and email campaigns
- Import from spreadsheets or your old tool; we do the migration with you
Ditch the spreadsheet
Most local businesses track leads in a mix of a spreadsheet, an inbox and a notebook. Leads slip through because nobody can see the whole picture. With one CRM connected to your phone number, website forms, social inboxes and calendar, new leads are captured automatically and every deal has a clear next step.
Connected to the rest of Business Pilot
Because the CRM is part of the same platform as your reviews, messaging, booking, payments and automations, you don't copy data between tools. A booked appointment updates the pipeline, a paid invoice can trigger a review request, and a past customer can get a seasonal offer without anyone exporting a list.
Frequently asked questions
Is there a limit on contacts or users?
Plans differ. Ask on your demo and we'll match a plan to the size of your team and list.
Can you move my data from my current CRM?
Yes. We help import contacts, notes and pipeline stages as part of setup.
See if Business Pilot fits your business
A 15-minute demo. We look at your current tools and where leads are being lost.