Pilot's CRM is a comprehensive customer relationship management system. It helps you manage contacts, track deals, create quotes and invoices, schedule appointments, and automate workflows.
CRM Modules:
- CRM Dashboard: Overview of your sales pipeline, recent activities, and key metrics
- Contacts: Manage all your contacts with tags, notes, and communication history
- Accounts: Group contacts into company accounts for B2B relationship management
- Pipeline: Visual kanban board to track deals through your sales stages
- Projects: Manage projects and events linked to contacts or accounts
- Activities: Log calls, meetings, emails, and tasks. Track all interactions with contacts
- Workflows: Automate repetitive CRM tasks with rule-based workflows
The CRM integrates with all other Pilot modules — Airmail for email marketing, AirForms for lead capture, AirChat for customer support conversations, and the invoicing system for billing.