Product
An operating system for revenue, not another CRM.
RevenuePilot connects marketing, conversations and sales execution with revenue data — then tells your team what to do next, with evidence.
Capture & identity
Website forms, webhooks, manual entry, CSV and future ad-platform sources land in one normalized lead pipeline. Every lead keeps its acquisition source.
Unified inbox
Every conversation — email, WhatsApp, web chat, SMS, social — in one workspace with customer context, qualification state and AI summaries.
Qualification & scoring
Configurable qualification schemas and explainable lead scoring so hot, warm and cold actually mean something to your team.
Pipeline & sales
Configurable stages, deal history, tasks, appointments and lead assignment with full audit trails.
Revenue intelligence
Revenue events recorded independently of deal status, attribution to acquisition source, and a risk engine that surfaces leaks.
AI Growth Analyst
Ask questions about actual performance and get evidence-based answers with recommended next actions — or an explicit 'not enough data'.
Automations
When/If/Then workflows for follow-up, assignment, tags, stage changes and notifications — with human approval for material actions.
Integrations
Connectors for marketing, communication and business systems, each with truthful health states and capability-based access.
The revenue loop
Every feature exists to move a lead one step closer to recorded, attributed revenue.
Security built into the core
Multi-tenant isolation
Row-level security on every tenant table, enforced server-side and in AI tool authorization.
Capability-based roles
Roles are granted capabilities, not scattered hard-coded checks. Auditable permission changes.
Controlled AI
Agents act through authorized, scoped tools. Material actions require human approval.