A dashboard for your agency
Quote requests from forms, client messages by email and WhatsApp, invoices paid or late: an agency juggles all of this. Pilot-Biz gathers these flows and brings up whatever needs an answer.
Situations you know
- A quote request goes unanswered because it landed in another inbox.
- You cannot see which clients or activities need attention.
- The team’s tasks get lost between two conversations.
What Pilot-Biz brings
Quote requests at the top of the feed
Each submitted form becomes a request to handle, with the information entered.
Assigned tasks
One task, one person, one date; the log shows who handled what.
The health of each activity
An explained score shows which one is doing worse and why.
The AI assistant
It summarises the week and suggests priorities from your real figures (Pro plan).
Pilot-Biz does not replace your project management tool or your invoicing: it gathers what arrives and alerts you.
How to get started
- 1
Receive the contact requests from your site. Wix, Squarespace, Webflow guide
- 2
Connect your quote forms. Typeform and Tally guide
- 3
Link your calendar or project tools with an automation. Zapier, Make, n8n guide
A typical day
- In the morningYou read the requests that came in overnight and assign replies to the team.
- During the dayYou follow tasks and answer messages without switching tools.
- On FridayYou ask the assistant for a summary of the week and the points to follow up.
Frequently asked questions
Can I invite my team?
Yes, with the Pro plan: everyone has their own access and alert settings.
Can I follow my own activities and my clients’?
Pilot-Biz is built for entrepreneurs who run several activities; each activity is a separate business in your workspace.