A CRM connected to operations, not another spreadsheet

Pilotis CRM follows every prospect, opportunity and customer from first contact through invoicing, with a shared view for every team.

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A practical answer to disconnected tools

Scattered sales information makes follow-ups difficult and forecasts uncertain. Pilotis structures the pipeline and keeps useful history in one place.

Give teams a shared customer view

Reduce forgotten opportunities

Connect sales with finance and operations

What Pilotis brings together

Capabilities are activated according to team roles and the scope you choose.

Prospect, contact and company records

Sales pipeline and opportunity tracking

Activities, appointments, tasks and follow-ups

Quotations, orders and continuity through invoicing

Sales dashboards and forecasts

AI assistance to summarise, prepare and analyse

Frequently asked questions

Is Pilotis CRM suitable for a small team?

Yes. Its modular structure lets you start with a simple scope and expand as your needs grow.

Can we import existing contacts?

Pilotis supports data imports from common formats such as CSV and Excel.