Skip to content
Agency Pilot

Features

Everything an agency runs on

Win the client, get access to their accounts, run the work, measure local search, protect their ad spend and show them the results — in one product, with one login for you and one for them.

Operations

And everything that keeps the work moving

Clients & contacts

Every client with contacts, services, stage, MRR, notes, projects, tasks, tickets, invoices and documents.

Projects & tasks

Kanban boards, due dates and owners; tasks can be made visible to the client.

SOPs

Write a process once with version history, turn it into task templates, attach automations.

Automations

Thirteen triggers and thirteen actions, with conditions, dry runs and an execution log.

Conversations

SMS and calls through your Twilio or GoHighLevel numbers, and email from your own mailbox.

Support desk

Client tickets with numbers, internal notes and SLA tracking.

Forms

Hosted forms with fifteen field types; submissions become leads with attribution.

Appointments

Event types with weekly availability and buffers for the calls you book with clients.

Invoices & payments

Numbered invoices, paid online through your own Stripe account.

Documents

Upload and share files with the client in their portal.

Roles & 2FA

Owner, admin, member and viewer, per-member permissions and authenticator 2FA.

Notifications

In-app and email notifications for tasks, messages, mentions, leads and links.

Put your agency on autopilot

Start a 14-day trial with 300 credits. Add your first client and send an onboarding link today.