PilotOS capability catalogue
Explore 141 platform capabilities across 13 operating disciplines, with a clear view of how each PilotOS package can be configured.
141
Platform capabilities
13
Operating disciplines
4
Packages
1
Connected platform
Select a discipline
Starter
Pro
Pro+ ★
Enterprise
Lead Capture & Forms
7
Scheduling & Booking
6
CRM & Contacts
11
Inbox & Communications
6
Outreach & Sequences
7
Proposals & Closing
6
Sales Intelligence
6
Sales Management
7
Automation & AI
6
Reputation & Growth
3
Underwriting & Compliance
5
Embedded Finance & Portfolio
6
Platform & Integrations
7
Lead Capture & Forms
7 capabilities
Starter
Pro
Popular
Pro+
Enterprise
PilotForms
Embeddable form builder with payments-specific templates out of the box
Rate Review Template
Pre-built free rate review capture with statement upload field
Trigger Links & QR Codes
Every link trackable — clicks write to the contact timeline and can enrol sequences
PilotPages
Hosted landing pages on your subdomain, built from section blocks
Lead Marketplace Parsers
AI extracts structured leads from vendor emails and webhooks automatically
Website Chat Widget
Embedded chat that captures visitors as structured leads in the unified inbox
Facebook & Google Lead Ads
Native connector — no Zapier, full campaign attribution on every lead
Book a call and we will walk you through the capabilities that matter — from lead capture to commission reconciliation.