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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

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Generate pay stubs In developmentSubcontractor DashboardEmployee Portal
Company DashboardSales & built-in CRM

Lead-to-client conversion

Carry the relationship forward.

Convert suitable leads into client/project records and connect the next steps to estimates and project work.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

From lead to client

Lead profileReady to convertSample workspace
Client recordConversionSample workspace
Next documentEstimateSample workspace
Illustrative workspace · sample data

How it works

  1. 01

    Lead profile

    Review the contact and opportunity information.

  2. 02

    Client record

    Create the relevant client and project relationship.

  3. 03

    Next document

    Continue into the estimating and project workflow.

HOW IT CONNECTS

Sales & built-in CRM

Prospect research, lead history, estimates and client records belong to one connected sales journey.

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Lead profiles & pipeline stages

Give every opportunity its context.

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AI-assisted lead search

Explore potential prospects.

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Email campaigns

Prepare outreach in your CRM.

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Custom forms

Collect the information your business needs.

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Follow-up actions & interaction history

Give every opportunity a next step.

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See how it fits your business.Explore Company Pilot during the free beta.

Feature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.