CRM and sales
From opportunity to contract, with complete visibility into every commercial relationship.
- Leads, opportunities and activities
- Quotes and pricing calculators
- Contracts and approvals
PILOT connects sales, equipment, contracts, field service, inventory and invoicing. Accurate data, standardized processes and real-time visibility for the entire company.
Built for companies that sell, rent and maintain equipment
Modular platform
Activate the modules you need while keeping one source of truth for customers, products, equipment and transactions.
From opportunity to contract, with complete visibility into every commercial relationship.
A complete registry for every asset sold, rented or maintained.
Plan and control field work from the initial request through the final report.
Track parts and equipment across every warehouse and location.
Turn completed operations into accurate financial documents without re-entering data.
Commercial and operational indicators are immediately available for decisions.
End-to-end workflow
Every stage continues with data from the previous one. Teams no longer copy information between applications, files and email.
Approved products, configurations and pricing
Terms, warranties and responsibilities
Equipment, serial number and documentation
Jobs, parts and time worked
Documents and recurring revenue
Why PILOT
PILOT treats equipment as the center of the customer relationship: from quotation and delivery through warranty, maintenance and replacement.
Implementation and partnership
We do not simply deliver licenses. Our team configures the platform, migrates data, trains users and stays with the company after launch.
We document current workflows, responsibilities and targeted outcomes.
We configure modules, roles, automation and required integrations.
We validate data and scenarios with users before production.
We monitor adoption and evolve the platform alongside the business.
Schedule a demonstration built around your processes: sales, equipment, service, inventory and invoicing.
30 minutes · No obligation · Direct conversation with a product consultant