ALL YOUR MARKETING
SALES 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 $97/month.
ALL YOUR MARKETING
SALES 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 $97/month.
Most Other Businesses
Owners Fail Because…
Ignorance
Most business owners either don’t leverage powerful software or
they end up at the mercy of overpriced tech contractors.
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 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!
Most Other Businesses
Owners Fail Because…
Ignorance
Most business owners either don’t leverage powerful software or they end up at the mercy of overpriced tech contractors.
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 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!
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.
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!
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.
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.
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!
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.
Perfect For Small Business Owners, Service-Based Businesses, Content Strategists, Influencers & Course Creators
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.
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.
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!
Perfect For Small Business Owners, Service-Based Businesses, Content Strategists, Influencers & Course Creators
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.
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.
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!
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.
And SO
much more…
So much more than 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.
$97 /mo*
Join now to lock in this
limited-time pricing!
Join Monthly, Cancel Anytime
$97 /mo*
Join now to lock in this
limited-time pricing!
Join Monthly, Cancel Anytime
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.
One App to Replace Them All
One App to Replace
Them All
Effortlessly Build UNLIMITED
Professional Websites
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
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
Ultimate Social Planner &
Conversation Management
Ultimate Social Planner &
Conversation Management
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!
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!
Powerful Social Media & Chat
Automation
Powerful Social Media & Chat
Automation
Increase comments, shares, follows, and leads by 4×–10× with Social Automation!
Value: $45+/mo
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.)
Increase comments, shares, follows, and leads by 4×–10× with Social Automation!
Value: $45+/mo
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.)
Course Hosting
Memberships & Courses
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
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)
Course Hosting
Memberships & Courses
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
Custom Membership
Progressive Web App
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)
Course Hosting App
Comparison
Course Hosting App
Comparison
Communities
Communities
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
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
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
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
Communities App
Comparison
Communities App
Comparison
Email Marketing
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
SMS Marketing
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
SMS Marketing App
Comparison
CRM / Phone System
CRM / Phone System
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!)
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
UTwo-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!)
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!)
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
UTwo-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!)
CRM & Phone System
Comparison
CRM & Phone System
Comparison
Documents, Contracts,
Invoices, & E-Signature
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
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.
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
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
Documents, Contracts,
Invoices, & E-Signature App Comparison
Form Builder
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.
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
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
Form App
Comparison
Project Management
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
Workflows & Automation
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)
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
lPost-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
In-Video Engagement
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
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!
In-Video Engagement App
Comparison
Smart Conversion Tracking with Meta (Facebook) Pixel
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.
Unlimited Video Hosting
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
Unlimited Blogging
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!)
Accept Payments From
Anywhere On The Planet
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
BONUSES
Exclusive Bonuses Only If You Join ClientPilot by August 5th, 2025
In-Video Engagement App
Comparison
What Most Business
Owners Pay:
$1,881.50+ /mo
$22,578.00+ /year
ClientPilot Replaces
All That For:
$97 /mo
Frequently Asked
Questions
What is the refund policy?
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.
Can I build or sell anything online with this?
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.
What features are currently available?
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).
What payment processors / merchant accounts can I use?
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.
What payment processors / merchant accounts can I use?
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).
By visiting this page, you agree to our Terms and Conditions, Privacy Policy, and
Earnings Disclaimer.
DISCLAIMER: The sales figures and results mentioned on this page (and in our testimonials) are our personal results or those of our clients. Please understand that these outcomes are not typical. We’re not implying you’ll duplicate them (or do anything, for that matter). The average person who buys any “how-to” program or software often doesn’t get much in the way of results, usually because they don’t put in the effort, encounter unforeseen challenges, or various other reasons. Your results will vary and depend on many factors – including your background, experience, and work ethic. Building and growing a business entails risk and massive, consistent effort and action. If you’re not willing to accept that, please DO NOT PURCHASE.
Email Marketing
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
SMS Marketing
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
SMS Marketing App
Comparison
Documents, Contracts,
Invoices, & E-Signature
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
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.
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
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
Documents, Contracts,
Invoices, & E-Signature App Comparison
Form Builder
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.
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
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
Form App
Comparison
Project Management
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
Workflows & Automation
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)
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
lPost-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.
WAutomated 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
In-Video Engagement
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
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!
In-Video Engagement App
Comparison
Smart Conversion Tracking with Meta (Facebook) Pixel
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.
Unlimited Video Hosting
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
Unlimited Blogging
Convenient Blog Creation and Management
Value: $50/mo
Easily create and manage blog posts within the ClientPilot platform, integrated with all your marketing and CRM tools.
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!)
Accept Payments From Anywhere On The Planet
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
BONUSES
Exclusive Bonuses Only If You Join ClientPilot by August 5th, 2025
In-Video Engagement App
Comparison
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.
Frequently Asked
Questions
What is the refund policy?
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.
Can I build or sell anything online with this?
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.
What features are currently available?
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).
What payment processors / merchant accounts can I use?
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.
What payment processors / merchant accounts can I use?
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).