What is the CRM?
Contacts, deals, and email in one place, sharing one timeline. What a person did on social, in your emails, and in your pipeline reads as one story.
On this page
Three parts, one timeline
Contacts: the people, with every interaction on their profile.
Deals: opportunities moving through your pipeline stages.
Email: templates, campaigns, and flows that write to the same timeline.
Why it lives with your content
The CRM shares the workspace with your channels, so social interactions land on contact timelines and Pilot can reason across all of it.
Where to start
Add or import your contacts, define the custom fields your business thinks in, and let the timeline fill itself from there.
FAQ
CRM questions
Do I need to log activity manually?
Mostly no. Email events, lifecycle changes, notes, and social interactions are recorded on the timeline as they happen.
Where did Automations go?
They grew into their own section: Flows. Everything about triggers and actions lives there now.
How many emails can I send?
500 per day on Creator, 5,000 on Business, 50,000 on Enterprise. Counters reset at midnight UTC.