Features
CRM Features Built for Small Business Growth
MyPilotCRM packs everything you need into one platform: lead capture, automated follow-up, online booking, reviews, AI, and reporting. Here's what's inside.
Never lose a lead to voicemail again
Most callers don't leave voicemails. They call the next business on the list. MyPilotCRM changes that. When you miss a call, a personalized text goes out within 30 seconds. The conversation starts instantly, and the lead stays yours until you're free to pick up the phone.
- Automatic text sent within 30 seconds of a missed call
- Personalized messages with your business name
- Two-way texting so leads can reply right away
- Works 24/7, even on weekends and holidays
Follow-up that runs while you sleep
You know you should follow up. But you get busy, and three days later that hot lead went cold. MyPilotCRM sends email and SMS sequences automatically after every new lead, missed appointment, or completed job. You set it once, and it keeps working forever.
- Multi-step email and SMS sequences
- Smart timing based on contact behavior
- Automatic stop when the lead replies or books
- Pre-built sequences included with every plan
Let customers book without the back-and-forth
No more phone tag trying to schedule appointments. Share your branded booking link and let customers pick a time that works. Automatic reminders go out before every appointment, cutting no-shows by up to 40%.
- Branded booking pages with your logo and colors
- Automatic email and SMS reminders
- Sync with Google Calendar and Outlook
- Customers can reschedule or cancel on their own
Build a 5-star reputation on autopilot
After every job, MyPilotCRM automatically sends a review request to your customer. Happy customers get directed to Google. Unhappy ones get routed to you privately so you can fix the issue before it becomes a public review.
- Automatic review requests after completed jobs
- Direct links to your Google Business listing
- Private feedback routing for unhappy customers
- Review monitoring and alerts in your dashboard
Review request sent
to Oak Legal
See every deal at a glance
Track every lead from first contact to closed deal with visual pipeline boards. Drag and drop contacts between stages, add notes, set follow-up tasks, and know exactly where every opportunity stands. Nothing slips through the cracks.
- Visual drag-and-drop pipeline boards
- Custom stages for your sales process
- Contact profiles with full activity history
- Task management and follow-up reminders
Prestige Dental
Summit Roofing
Metro Plumbing
City Fitness
Turn your marketing into a machine
Build automated workflows that trigger emails, texts, tasks, and pipeline updates based on what your contacts do. Tag new leads, segment your list, launch drip campaigns, and trigger actions based on behavior. No code needed.
- Visual workflow builder with drag-and-drop
- Trigger automations on tags, dates, or actions
- Segment your audience for targeted campaigns
- Pre-built automation templates included
Pacific HVAC
Elite Salon
Oak Legal
Coastal Realty
Your 24/7 virtual team member
MyPilotCRM's AI assistant handles lead qualification, answers common questions, and books appointments while you focus on running your business. It learns your services and pricing so it can respond intelligently, day or night.
- AI-powered chat and SMS responses
- Lead qualification on autopilot
- Automatic appointment booking
- Trained on your business info and pricing
Every call analyzed automatically
After every call, AI transcribes the conversation and pulls out what matters: a summary, action items, meeting dates, pricing discussed, and overall sentiment. The analysis shows up as a note on the contact record within minutes. You never have to take notes during a call again.
- Every call transcribed and analyzed by AI in minutes
- Automatic extraction of action items, meeting dates, and pricing discussed
- Sentiment detection flags negative calls for immediate attention
- Contact notes created automatically so nothing falls through the cracks
Customer asked about pricing for a spring tune-up. Appointment booked for Tuesday at 2pm.
Want to see these features in action?
Walk through the platform yourself. See missed call text-back, automated follow-up, pipeline management, and more. No signup needed.
Ready to put your business on autopilot?
Start your 14-day free trial today. No credit card required. Our team sets everything up for you.