ClientPilot
All-In-One Business Engine|$197 / mo

ALL YOUR MARKETINGSALES AND SYSTEMS IN ONE PLACE

Everything connected. Everything working.

ClientPilot is for anyone who wants to add more capabilities to their business while saving thousands in software fees and countless hours – using ONE tool for their entire business at just $197/month.

JOIN NOW — $197/MO
Join Monthly, Cancel Anytime
🌐Websites & Funnels
👥CRM & Pipelines
🎓Courses & Communities
Email & SMS Marketing
📱Social Planner
✍️Proposals & Contracts
🎥Video Hosting
Your current stack
Kajabi$199
ActiveCampaign$187
ManyChat$150
Calendly + Buffer$90
$1,800+ / month
ClientPilot$197 / mo
Save $1,600+ / mo
One unified platform
🌐Websites & Funnels
CRM + Email + SMS
🎓Courses & Communities
⚙️Automation & Workflows
ClientPilot Platform Overview & DemoHD
Click play above to watch the walkthroughAll systems in one login
Replace 14+ Tools
Save $1,800+ every month
Unified CRM & Leads
Capture, nurture, close
Flat $197/mo
No per-seat or contact limits
Migrate in 4–6 Hrs
Live 1-on-1 Zoom setup
The Status Quo

Most Other Businesses
Owners Fail Because…

Most business founders get trapped paying massive software bills for tools that never talk to each other.

Trap 01Overbilled & Stuck

Ignorance

Most business owners either don’t leverage powerful software or they end up at the mercy of overpriced tech contractors.

Waiting on a developer
for every little change
Trap 02$1,881+ / Month

High Cost (Increases Barrier To Entry)

Even the simplest set of tools can cost hundreds of dollars per month, crippling new online business owners before they even get off the ground.

Too many subscriptions
before you even get started
Trap 03Broken & Distracting

Too Much Software

Juggling a bunch of different apps is a constant headache. At any time, something can break – ultimately distracting you from what’s really important!

Apps that don't talk
something always breaks
Introducing…

Brought To You By…

Business owners, for business owners. (We built the platform we wish we had years ago!)

Beginner-Friendly (Zero Advanced Tech Skills Required)

ClientPilot delivers the best, fastest, easiest tools, complete with step-by-step video tutorials and an incredible support team to help you succeed from day one.

Zero Code Studio1-Click Templates
Step 1: Pick a FunnelReady
Step 2: Connect DomainAutomated
Step 3: Launch & SellLive

Transition Your Entire Company in 4–6 Hours

Our team will hop on Zoom and personally help you migrate everything into ClientPilot. It’s the fastest way to get your entire business set up — typically within half a day!

Zoom White-Glove OnboardingLive 1-on-1
Migration Progress100% in 5h
Courses, Leads, Funnels, Email listsDone For You

Everything You Need to Run a 5–8 Figure Company

Whether you’re just starting out or already running an empire, ClientPilot has you covered with every tool you need under one roof.

Enterprise Scale InfrastructureUnlimited
Unlimited
Contacts & Leads
99.98%
Platform Uptime

Perfect For Small Business Owners, Service-Based Businesses, Content Strategists, Influencers & Course Creators

Unified Capabilities

Everything connected. Everything working.

No more duct-taping software together. One seamless workspace handles your entire customer journey.

AI Website & Funnel Builder

  • Effortless UNLIMITED Professional Websites: Create stunning websites quickly without coding, turning visitors into loyal customers.
  • GPT-4 Built In: Use AI to generate on-brand copy and visuals instantly – boost productivity and quality while saving time and money.
AI Funnel CanvasGPT-4 Active
Prompt

"Generate a high-converting agency landing page with hero CTA..."

Generated 3 page variantsInstant Deploy

Social Planner & Automation

  • Streamlined Scheduling: Save time by scheduling unlimited posts across Facebook, Instagram, X (Twitter), LinkedIn, TikTok, and Google My Business all at once – from one central calendar with post previews.
  • Enhanced Engagement: Boost interactions by 4–10x with automated replies and chatbots across social media and messaging platforms. More comments, shares, and leads – on autopilot.
  • Team Collaboration & Analytics: Work with your team on content drafts and approvals, and make data-driven decisions using advanced analytics and reporting to track what’s working.
Multi-Channel Calendar6 Channels Syncing
Instagram
Automated
TikTok
Automated
LinkedIn
Automated
Chatbot Auto-Reply:4-10x More Leads

UNLIMITED Courses & Communities

  • Superior Course Hosting: Offer online courses with full-featured modules – categories, lessons, quizzes, assessments, surveys, drip content – all in one place.
  • Unified Community & Courses: Boost engagement by keeping your community forums and courses together in one login portal (with fun gamification features to keep users hooked).
  • Instant Kajabi Transfer: Got courses on Kajabi? Bring them into ClientPilot in minutes with our one-click migration tool!
Unified Student Portal1-Click Kajabi Import
Masterclass Video HubGamified
Community Discussion ForumLeaderboard
Enterprise Power

And SO much more…

So much more that it’s just silly!

If you really want to have your mind blown, scroll down to the full list of features at the bottom of this page.

JOIN NOW
Join Monthly, Cancel Anytime
$197 /mo*

Join now to lock in this limited-time pricing!

JOIN NOW
✓ No long-term contract✓ 7-Day Money-Back Guarantee✓ Free 4-6h Migration
Websites & Funnels
Unlimited Pages
CRM & Phone
Unlimited Leads
Courses & Skool
Unlimited Students
Email & SMS
Workflows Included

Our famous 7-Day First Born Child Guarantee

If within the first 7 days you’re not absolutely thrilled – so much so that you wouldn’t consider naming your firstborn “ClientPilot” – we will give you a full refund, no questions asked.

Comprehensive Capabilities

One App to Replace Them All

The full breakdown of everything you get…

01

Effortlessly Build UNLIMITED Professional Websites

AI Website & Funnel Builder

Value: $99/mo

Create stunning, professional websites in minutes that highlight your brand’s value and convert visitors into loyal customers – all with zero coding or technical expertise required!

  • Fast, visual, drag-and-drop website builder
  • No coding skills needed – anyone can create a beautiful site
  • Impress your audience with modern, high-converting designs
Business owner designing a professional website on a laptop
Drag & drop · no code
Unlimited sites
02

Ultimate Social Planner & Conversation Management

Social Planner App Comparison

Centralised Scheduling

Value: $45+/mo

Schedule and publish content across Facebook, Instagram, X (Twitter), LinkedIn, TikTok, and Google Business – all at once. Manage your entire social media calendar from one place.

  • Content Calendar: Plan and view all your posts on a visual calendar, making it easy to maintain a consistent schedule
  • Post Previews: Preview each post on every platform before it goes live to ensure it looks perfect everywhere
  • Bulk Upload: Have a lot of content? Upload and schedule posts in bulk via CSV to save time

Collaboration & Conversation Management

Value: $99/mo

Coordinate with your team and handle all your DMs and comments in one unified inbox.

  • Team Collaboration: Work together on social media campaigns with draft sharing and approval workflows so nothing goes out without a second set of eyes
  • Drafts & Approvals: Save post drafts and get approvals from clients or teammates right inside the platform
  • Unified Inbox: Manage all direct messages and comments from every social platform in a single inbox – no more logging into five different apps to reply to people!
Business owner scheduling social media posts on a smartphone
6 networks at once
One calendar
03

Powerful Social Media & Chat Automation

Social Automation App Comparison

Powerful Social Media & Chat Automation

Increase comments, shares, follows, and leads by 4×–10× with Social Automation!

  • Drive engagement and boost customer interactions with automated, multi-channel messaging across social media and chat platforms. It’s like having a tireless assistant responding to your audience 24/7.
  • Multi-Channel Automation: Automate conversations on Facebook Messenger, Instagram DMs, SMS, and email all at once
  • Explosive Engagement: Increase comments, shares, follows, and leads by engaging your audience automatically (even while you sleep!)
  • Quick Personalised Responses: Ensure fast replies that feel personal, enhancing the customer experience
  • Lead Capture on Autopilot: Capture new leads and funnel them into your CRM or email list without lifting a finger
  • Smart Segmentation: Automatically tag and organise your audience based on their interactions, so you can tailor follow-ups
  • Actionable Insights: Get analytics on every interaction to see what your audience cares about most
  • Cost Efficient: Comparable to tools like ManyChat (which was costing us $1,000/mo!), but included inside ClientPilot at no extra charge
  • (Similar capabilities to ManyChat, but at a fraction of the cost.)
Business owner managing automated chat conversations on a tablet
24/7 AI replies
4–10× engagement
04

Memberships & Courses

Course Hosting App Comparison

Course Hosting

Value: $120/mo

Host membership areas, online courses, and coaching programs without the sky-high fees of Kajabi or Teachable. ClientPilot provides a superior all-in-one learning platform.

  • Build robust courses with categories, lessons, quizzes, assignments, surveys, and drip content scheduling
  • Interactive features like discussion/comments on lessons (even video timestamp commenting for deeper engagement)
  • Fully customisable – tweak the look and feel of your course portal, add your branding, and even inject custom code (HTML/JS/CSS) if you’re fancy
  • One-Click Migration: Instantly import your existing courses from Kajabi into ClientPilot – no tedious manual transfer needed

Unlimited Contacts & Products

Enjoy unlimited contacts and products with no extra charges. Unlike other platforms, we never impose caps or charge transaction fees as you grow.

  • Unlimited students, leads, and products – scale your business without limits
  • Significant cost savings compared to platforms that make you upgrade (and pay more) as your audience grows
Student taking an online course on a laptop
Courses + community
Unlimited students

Custom Membership Progressive Web App

Enhance your students’ learning experience with your very own membership app. Students can install your ClientPilot portal as an app on their phone, access content offline, and get new features automatically.

  • Upload your own app icon and customise the app name/colours to match your brand
  • Learners can access courses and communities anytime, anywhere – even without internet (great for on-the-go learning)
  • The app keeps getting better with new features over time, without you having to do anything (continuous improvements delivered via updates)
05

Communities

Communities App Comparison

Create Active Public & Private Communities

Value: $97+/mo (compared to Skool)

Keep your community and courses in the same place with one login, driving higher engagement, more trust, and ultimately more revenue.

  • Single login for both community forums and courses – no more fragmenting your audience
  • More engaged learners = more trust = more sales for you (students who interact in the community are far more likely to invest in your offers)
  • Fun gamification: Built-in leaderboard rewards members for contributing and being active
  • Unlockable Content: Set certain courses or bonuses to automatically unlock when members reach enough points (coming soon!)
  • Supports both paid and free groups, so you can run free communities to grow your audience and paid communities for your clients

Automated Community Management

Value: $20/mo (compared to Zapier cobbling)

Spend less time managing your community manually. ClientPilot automates the tedious parts.

  • Automatic join & removal: New customer buys a course? They’re auto-added to the right community. Refund or subscription ends? Auto-removed. No manual clean-up needed.
  • Built-in upsell opportunities: Members can see the courses or groups they don’t yet own (grayed out in their dashboard) – sparking curiosity and prompting them to upgrade based on the value they’re seeing in the community
Community members engaging with a community forum app
One login · leaderboards
842 members

Built-In Affiliate Program

Value: $1,000

Turn your community members into an army of affiliates selling for you. Enable the affiliate dashboard so members can promote your courses, communities, and other products for a commission.

  • Affiliate Tab: Every member gets an affiliate link for your offerings and a dedicated tab to grab creatives and links
  • Earnings Dashboard: Affiliates can track their clicks, referrals, and commissions in real time, motivating them to share more
06

Email Marketing

Email Marketing App Comparison

Advanced Email Design and Sending

Value: $187/mo

Create visually appealing, personalized emails with ease. Our drag-and-drop builder and rich templates let you craft beautiful emails, while powerful targeting tools ensure they hit the right inbox. (This alone saves you hundreds per month compared to needing a separate email service.)

  • Drag-and-Drop Builder: Design professional emails without writing code
  • Template Gallery: Choose from a variety of customisable email templates for newsletters, promotions, launches, and more
  • Personalisation: Dynamically insert names and other details to make each email feel one-to-one
  • Segmentation: Target specific groups of subscribers based on their interests, behaviour, or stage in your funnel
  • A/B Testing: Experiment with different subject lines, content, or send times to optimise open and click rates
  • Automated Sequences: Trigger email series based on actions (e.g. welcome new subscribers, follow up after a purchase, nurture a lead over time)
  • Transactional Emails: Send automatic purchase receipts, appointment reminders, etc., directly from ClientPilot
  • SMS Integration: Combine email with SMS for a multi-channel approach – e.g. send a text to those who didn’t open the email

Powerful Email Automation & Analytics

Value: $187/mo

Build complex email workflows, monitor engagement metrics, and improve deliverability with advanced tools. Fine-tune your marketing with data-driven insights.

  • Visual Automation Workflows: Set up sophisticated email funnels with if/then logic, delays, and actions – without any coding
  • Email Tracking: See who opened, clicked, or unsubscribed from your emails. Track conversions from emails to know your ROI
  • List Management: Import contacts easily, and segment or filter your list by tags, activity, or custom fields
  • Built-In Landing Pages: Create dedicated landing or opt-in pages that tie directly into your email lists (no third-party builder needed)
  • CRM Integration: Every email interaction ties back into the CRM contact record, giving you a complete view of each lead
  • Warming & Deliverability: Automatic email warm-up features help you improve deliverability (no more emails going to spam)
  • Dedicated IP (Optional): Scale your sending on your own IP address to maintain sender reputation as you grow
Business owner reviewing an email marketing campaign on a laptop
Drag-and-drop + automation
48% open rate
07

SMS Marketing

SMS Marketing App Comparison

Comprehensive SMS Features

Value: $60/mo

Accelerate your sales and marketing with robust SMS capabilities. Send and receive SMS/MMS messages (even videos and emojis) directly from your ClientPilot account.

  • Two-way texting: Send and receive SMS, MMS, and even emoji-filled messages without leaving the platform
  • Unified Conversations: View all incoming and outgoing texts in a single Conversations tab for complete context
  • SMS Campaigns: Launch text campaigns to capture leads (e.g. keyword opt-ins), nurture prospects, or close sales with a personal touch
  • Click Tracking: Include links in your texts and track who clicks, so you know exactly how your SMS campaigns are performing
  • Send Video via SMS: Go beyond text – send short video clips or GIFs through SMS for higher engagement

Advanced SMS Campaign Management

Value: $80/mo

Optimize your SMS outreach with analytics, testing, and built-in safeguards for compliance.

  • Data-Driven Decisions: Use detailed analytics on delivery rates, responses, and conversions to continuously improve your texting strategy
  • A/B Testing: Test different messages or offers in your texts to see which gets a better response before rolling out to everyone
  • Consistent Cadence: Establish a steady messaging schedule to keep your audience engaged without overwhelming them
  • Auto-Compliance: We help you stay compliant with texting laws – manage opt-outs automatically, and our system will pause messaging any contact who hasn’t explicitly opted in
  • Opt-Out & Integrity: Built-in tools monitor opt-out rates and can temporarily halt campaigns or lock accounts if something’s off (protecting your reputation)
  • Built-In Phone System: Enjoy ultra-affordable SMS rates and get a custom business phone line included, so you can make/receive calls and drop voicemails as part of your follow-up sequences
Business owner texting a customer via SMS on a smartphone
2-way texting
98% open rate
08

CRM / Phone System

CRM & Phone System Comparison

Lead Capture and Management

Value: $139/mo (per user)

Streamline your lead nurturing and boost sales conversions with our comprehensive CRM. ClientPilot captures leads from all your channels and organizes them for you, so nothing falls through the cracks.

  • Multi-Channel Capture: Automatically grab leads from website forms, surveys, landing pages, Facebook/Instagram DMs, and more – all funnelled into one dashboard
  • Smart Lists & Segmentation: Use dynamic smart lists to segment leads by criteria (e.g. tag all leads who watched your webinar or clicked a specific link) for laser-focused campaigns
  • Custom Pipelines: Visualise your sales process with customisable pipelines. Drag and drop leads as they move from New to Contacted to Customer (or whatever stages fit your workflow)

Automated Workflows

Enhance lead nurturing with timed and trigger-based automations, ensuring continuous engagement even outside business hours.

  • Automated Follow-Ups: Set up sequences of emails, SMS, or even voicemail drops to follow up with leads over days or weeks – never forget to touch base again
  • Trigger-Based Actions: Automatically move a lead to a new pipeline stage, assign a task to your team, or send a specific message when a lead fills out a form, books a call, etc. (goodbye, repetitive manual tasks!)
Business owner on a phone call with a CRM dashboard on screen
Unified inbox + VoIP
Zero seat fees

Communication and Engagement

Centralise all your communications and interact with leads seamlessly through a unified inbox, two-way texting, and a built-in phone system.

  • Unified Inbox: Manage emails, texts, Facebook messages, and more from one place. See the entire conversation history with each lead at a glance
  • Two-Way SMS: Converse via text directly within ClientPilot for a personal touch that clients love
  • Built-In Phone System: Make and receive calls without leaving ClientPilot. All calls can be recorded and logged under the lead’s contact for quality control and reference. (Includes call tracking and voicemail drops too!)
09

Documents, Contracts, Invoices, & E-Signature

Invoices, & E-Signature App Comparison

Comprehensive Proposal & Invoice Builder

Value: $40/mo

Create professional proposals and invoices that impress clients. Add text, images, videos, even pricing tables to communicate your value. Streamline your client agreements with built-in e-signatures and save time with reusable templates.

  • Embed payment links: Connect Stripe, PayPal, or other merchant accounts so clients can pay deposits or invoices directly through the proposal (no more chasing payments!)
  • Client engagement tools: See when a client views your proposal, get notified instantly, and allow comments/feedback right on the document
  • Custom templates: Save your proposal and contract layouts as templates to reuse for future clients – ensuring consistency and speed
  • Efficient document handling: Keep all your proposals, contracts, and invoices organised in one place, searchable and linked to the client’s profile
  • Flexible pricing options: Easily include discounts, add-ons, coupon codes, or taxes in your proposals and invoices
  • Revenue tracking: Automatically tally up totals and track how much revenue you’ve closed, right from within ClientPilot

Advanced E-Signature & Contract Features

Streamline agreements with powerful e-signature capabilities designed for speed, security, and flexibility.

  • Signer Attachments: Need additional docs? Allow clients to attach files (like a copy of their ID or a supporting document) when they sign
  • Advanced Fields & Calculations: Use formulas and custom fields in contracts/invoices (great for automatically calculating totals, interest, or populating project specifics)
  • Bulk Send: Send out contracts or forms to multiple recipients at once (ideal for things like model releases, waivers, or mass client agreements)
  • Integrated Payments: Clients can sign and pay in one seamless flow – no separate payment link needed
  • Custom Pricing Options: Offer payment plans, subscriptions, or one-off charges within your contracts with just a few clicks
  • Shared Team Templates: Collaborate with your team by sharing proposal and contract templates, ensuring everyone’s using up-to-date, approved language
  • Branded Experience: Add your company logo and brand colours to documents and the signing portal for a polished, professional appearance
Business owner signing a digital contract on a tablet
Proposals · e-sign · invoices
Signed & paid

Professionally Send Videos to Clients

Elevate your client experience by sending videos through a company-branded landing page instead of an unremarkable YouTube or Vimeo link.

  • Branded Presentation: Impress your clients with a polished video delivery page featuring your logo and brand – no YouTube ads or unrelated “recommended videos” to detract from your work
  • Client Convenience: Clients can play, pause, and re-watch their video in a dedicated space, and even leave comments or approval notes (if you enable that)
  • Stand Out: By providing a custom-branded video portal, you position yourself as a true professional, which can justify higher rates and win you more referrals
10

Form Builder

Form App Comparison

Dynamic Form Builder for Enhanced Lead Capture

Value: $45/mo

Streamline your lead capture and boost your marketing efforts with our versatile form builder. Create anything from simple contact forms to complex multi-step surveys in minutes.

  • Multiple Form Types: Build contact forms, registration forms, applications, surveys, quizzes – you name it. If you need to collect info, ClientPilot’s forms can handle it
  • Drag-and-Drop Interface: Easily design and customise forms without any coding knowledge, saving time and ensuring a smooth user experience
  • Seamless Integration: Embed forms on your ClientPilot pages or even externally. Every submission flows straight into your CRM and workflows for immediate follow-up

Optimised and Customisable Forms

Value: $30/mo

Ensure every form is mobile-responsive and on-brand. Our forms adapt to any device and offer conditional logic and styling options to keep users engaged.

  • Mobile-Responsive Design: Forms automatically look and work great on phones and tablets, so you don’t miss out on mobile leads
  • Conditional Logic: Show or hide fields based on a user’s answers to create a more personalised (and shorter) form experience
  • Brand Matching: Customise colours, fonts, and styling to match your brand identity – from button styles to background images – for a seamless visual experience
Business owner filling out an online form on a laptop
Conditional logic
Auto-syncs to CRM

Efficient Data Capture and Workflow Automation

Value: $50/mo

Capture valuable lead data and let ClientPilot do the follow-up for you. Every form can trigger automations that nurture your leads and save you time.

  • Pre-Built Templates: Not sure where to start? Use our templates for common forms like “Contact Us”, event RSVPs, application forms, etc., and tweak them to your needs
  • Auto Segmentation: Each form submission can automatically tag or categorise a lead based on their responses, so you know exactly what they’re interested in (and how hot they are)
  • Workflow Triggers: Kick off automated workflows when someone submits a form – for example, send a personalised thank-you email, add them to a drip sequence, alert your sales team, or all of the above. It’s like hiring a receptionist + sales assistant that works instantaneously
11

Project Management

Project Management App Comparison

Streamlined Content Planning and Management

Value: $40/mo

Manage your content creation process with Kanban-style boards, lists, and cards, ensuring everything stays organized and on track. No need for Trello or Asana – it’s built into ClientPilot.

  • Boards & Lists: Create separate project boards for different content streams or clients. Use lists on each board to represent stages of your workflow (e.g., Ideas, In Progress, Review, Published)
  • Cards & Checklists: Create a card for each content piece (blog post, video, etc.) and break down tasks with checklists (like keyword research, outline, first draft, edits)
  • Due Dates & Labels: Assign deadlines to cards and use color-coded labels to categorise content type (blog, social post, video, etc.) or priority, so you never miss a deadline

Visual Workflow Management for Video Production

If you create videos, manage your production process visually to ensure smooth transitions through every stage.

  • Kanban Workflow: Use a visual board to track stages of video production – Pre-Production, Filming, Editing, Client Review, Published – so nothing gets lost
  • File Attachments: Attach scripts, shot lists, raw footage, or thumbnail images directly to each video task card for easy access by collaborators
  • Comments & Mentions: Team members can leave comments on cards and @mention others for feedback or to signal when a task is ready for the next stage
Team collaborating around a Kanban task board on a laptop
Kanban boards & cards
Replaces Asana
12

Workflows & Automation

Workflows & Automation App Comparison

Effortlessly Capture and Nurture Leads

Collect and nurture leads through automated workflows triggered by specific actions, guiding them towards becoming paying customers or engaged followers.

  • Automated Lead Capture: Trigger actions when a prospect engages – e.g., automatically add someone to your list (and send them a resource) when they download your freebie or watch a certain video
  • Personalised Nurturing: Enrol new leads into tailored email/SMS sequences based on what they did or showed interest in, so they get relevant content that warms them up over time

Simplified Onboarding and Engagement

Automate welcome sequences and ongoing engagement, ensuring every subscriber or customer feels taken care of.

  • Onboarding Sequences: Automatically welcome new subscribers or customers with a series of friendly, informative emails that deliver their content and introduce your brand
  • Engagement Sequences: Set up sequences to introduce paid offerings or next steps after someone finishes a course or a trial, so you’re consistently making offers (without manual follow-up)
Business owner reviewing an automation workflow on a laptop
Visual triggers & branches
Replaces Zapier

Effortless Webinar Promotion & Follow-Up

Set up automations for your webinars so nothing falls through the cracks.

  • Webinar Reminders: Automatically send email/text reminders leading up to the event (e.g., 24 hours before, 1 hour before) to maximise attendance
  • Post-Webinar Follow-Up: After the webinar, automatically send out the replay link, a summary, and a special offer or CTA (like booking a call or buying your course) to keep the momentum going

Automated Customer Service & Feedback Collection

Provide a responsive experience and gather valuable insights with minimal effort.

  • Automated Q&A: Use chatbots or pre-written flows to answer common questions instantly (so customers aren’t waiting for an email back)
  • Feedback Requests: After a course is completed or a service delivered, automatically send a feedback form or testimonial request. Collect testimonials and ratings on autopilot to use in your marketing
13

In-Video Engagement

In-Video Engagement App Comparison

Personalised Video-Based Workflows

Set up automated workflows based on video watch behavior to nurture leads according to their interest level.

  • Trigger by Watch Time: Automatically trigger actions when someone watches a certain percentage of your video (e.g., if they watched 90%, they’re clearly interested – follow up ASAP!)
  • Segment by Engagement: Group your audience based on how much of your video they watched or whether they clicked interactive elements, so you know who’s hot and who’s not
  • Adaptive Nurturing: Send highly engaged viewers more in-depth content or an immediate offer, while those who didn’t finish might get a “hey, noticed you didn’t finish” nudge with additional info

Lead Capture & In-Video CTAs

Boost lead generation and drive sales by integrating lead capture forms and calls-to-action directly inside your videos.

  • In-Video Forms: Place opt-in forms within your video (for example, ask for an email halfway through a training video to unlock the rest). Viewers can submit their info without ever leaving the video player
  • Clickable Video CTAs: Add buttons or links in your video encouraging viewers to take the next step – subscribe to your newsletter, download a guide, or purchase your product – right then and there
Person watching an interactive video with a call-to-action on a laptop
In-video CTAs
Tracks watch %

Video Retargeting Gives You an Unfair Advantage With Paid Ads!

With ClientPilot, effortlessly collect audience data from video views without relying on cookies. This data flows directly from ClientPilot to your Facebook Ads account via the API, letting you build hyper-targeted audiences based on how viewers interact with your videos (like retargeting everyone who watched 50%+ of your promo video).

  • In plain English: your ads can now chase the exact people who showed interest in your content, based on behavior – something your competitors probably aren’t doing. Boost your sales and gain a competitive edge by only spending ad dollars on your most engaged audience!
14

Smart Conversion Tracking with Meta (Facebook) Pixel

Conversion Tracking App Comparison

Flood your Ad campaigns with accurate data

The better your tracking, the less you spend on ads. ClientPilot’s Smart Conversion Tracking supercharges the Meta/Facebook Pixel through server-side tracking and other enhancements, making your ads optimize faster and perform better.

  • Server-Side Tracking: Send conversion events directly from our server to Facebook, bypassing browser limitations (ad blockers, cookie restrictions, etc.). This means you still track that lead or sale even if the user’s browser fails to.
  • Improved Attribution: Capture conversions even if users switch devices or browsers. For example, if they saw your ad on their phone but signed up on their laptop later, you’ll know! This gives you a much clearer picture of which ads are actually driving results, so you can spend your budget wisely.
Business owner analyzing conversion analytics on a laptop
CAPI + Pixel
Ad-blocker proof
15

Unlimited Video Hosting

Video Hosting App Comparison

Unlimited High-Quality Video Hosting

Value: $12+/mo

Host all your videos directly on ClientPilot with no limits and no need for external video hosts.

  • Convenience: Upload, manage, and embed videos right inside ClientPilot. (You can still integrate YouTube/Vimeo if you choose, but you might not need to!)
  • Funnel Integration: Seamlessly include your videos on landing pages, in courses, and across your funnels without juggling third-party video links
  • Branding Control: Our ad-free player keeps your content looking professional – no random related videos or competitor ads appearing like on YouTube
Content creator uploading a video on a laptop
Ad-free global CDN
4K ready
16

Unlimited Blogging

Blogging App Comparison

Convenient Blog Creation and Management

Value: $50/mo

The better your tracking, the less you spend on ads. ClientPilot’s Smart Conversion Tracking supercharges the Meta/Facebook Pixel through server-side tracking and other enhancements, making your ads optimize faster and perform better.

  • Streamlined Workflow: Write and publish blog content in the same place you capture leads – everything is connected
  • Add Media: Enhance your posts with images, videos, and other media to keep readers engaged
  • Basic SEO Optimisation: Set your meta titles, descriptions, and URLs to help your posts rank on search engines
  • Social Sharing: With one click, share your new blog posts to your social media accounts (or even automate that via the Social Planner!)
Writer composing a blog article on a laptop in a cafe
SEO-optimised CMS
Google indexed
17

Accept Payments From Anywhere On The Planet

Payments App Comparison

Comprehensive Payment Solutions

Integrate seamlessly with multiple payment gateways to offer flexible payment options for your customers. Wherever you or your clients are in the world, ClientPilot has you covered at checkout.

  • Stripe: Simplify online credit card payments with a trusted global processor – smooth, secure transactions every time
  • PayPal: Give customers the option to pay with their PayPal balance or linked bank/card. Offering PayPal can significantly boost conversion by using a method millions trust
  • Authorize.Net: Accommodate various payment methods (credit cards, eChecks, digital wallets) through this robust gateway – great for established businesses with specific needs
  • NMI: A versatile gateway that supports a variety of payment methods, including ACH transfers and mobile payments. Perfect if you need flexibility or have a unique merchant setup
  • Razorpay: Ideal for India and beyond – accept all major payment modes in India and over 100 currencies worldwide. If you have an international audience or operate in South Asia, you’re all set
Business owner accepting a payment on a smartphone
Stripe · PayPal · Apple Pay
135+ currencies
BONUSES

Exclusive Bonuses Only If You Join ClientPilot by August 5th, 2025

Compare what businesses pay when using fragmented point-solutions versus one unified system with ClientPilot.

What Most Business Owners Pay:

Expensive & Fragmented
Monthly Expenses$1,881.50+ /mo
Annual Drain$22,578.00+ /year
Kajabi (Courses)$199/mo
ActiveCampaign (Email)$187/mo
ManyChat (Chatbots)$150/mo
Skool (Community)$99/mo
ClickFunnels (Funnels)$297/mo
Vimeo / Wistia (Hosting)$120/mo
Zapier / Integrations$100/mo
Plus lost hours managing logins, updates, and broken webhooks

ClientPilot Replaces All That For:

All-In-One Solution
$197 /mo

Save over $20,000+ every single year

UNLIMITED Websites & AI Funnels
UNLIMITED Courses & Communities (Skool replacement)
Full CRM, Pipelines, Unified Inbox & Phone System
Email & SMS Marketing Automation
Built-in Invoicing, Proposals & E-Signatures
Got Questions?

Frequently Asked Questions

Everything you need to know about getting started, migrating, and scaling.

You may cancel your subscription at any time to prevent future charges. If you cancel, your membership will end immediately (no lock-in contracts here). You can cancel anytime on your own – just navigate to your Account Settings > Billing in ClientPilot and click “Cancel Subscription.” Alternatively, reach out to us via the in-app chat or email our support team (we’re available 24/7 and happy to help), and we’ll assist with the cancellation. In addition to letting you cancel whenever you want, we also offer a 7-day refund window for new members. If you’re not satisfied with ClientPilot for any reason, simply request a refund within 7 days of your initial purchase (or subscription renewal) by contacting our support. We’ll promptly refund 100% of your purchase – no hoops to jump through. Refunds will be processed back to your original payment method.

Hell yeah! Basically, with ClientPilot you have more tools in one place than most other platforms give you even piecemeal – so you can build or sell just about anything online. Our focus is to serve small businesses and entrepreneurs, and be the best at that. Think about it: I’m literally selling you an app using this very page built on ClientPilot… so yes, you can sell whatever you dream up. Courses, coaching, services, physical products, memberships, communities – you name it. If you’re a creator or business owner, ClientPilot has you covered.

All the features you’ve seen above (and probably more by the time you’re reading this!). We continuously roll out updates and new features. Rest assured, everything described on this page – from the AI website builder and course platform to email, SMS, communities, etc. – is live and ready for you to use right now. And we’re always improving, so you can expect even more tools over time (at no extra cost).

ClientPilot currently integrates with Stripe, PayPal, Authorize.net, NMI, and Razorpay (for our friends in India). No matter where you are in the world, you should be able to accept payments using one of these services. Connect one (or multiple) payment gateways to your ClientPilot account and you’ll be ready to securely take payments from customers anywhere on the planet.

ClientPilot

Everything connected. Everything working.

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