01
Enquiry arrives
A customer emails, fills in a website form, sends an ad lead, or gets added manually.
How LeadPilot works
From enquiry to quote visit, follow-up and source reporting.
LeadPilot CRM is designed around the everyday flow of UK trades: enquiries arrive, details are captured, quote visits get booked, quotes are chased, and won jobs are tracked.
02
LeadPilot captures it
Rules decide whether the enquiry should become a lead, with duplicate checks included.
03
Details are extracted
Where possible, the CRM pulls out name, phone, email, address, postcode and job notes.
04
Pipeline is updated
The lead appears in New, Contacted, Quote Booked, Quoted, Follow Up, Won or Lost.
05
Quote visit is booked
Pick a time and push the appointment to Google Calendar from the CRM.
06
Quote is created
Send the customer into Quotessa so quotes, invoices and documents start with the right details.
07
Follow-up is created
Reminders help the team call back, chase quotes and keep warm opportunities moving.
08
Reports show what pays
Track lead sources, pipeline value, won revenue and where jobs are really coming from.
Decide what counts as a lead.
A good trade CRM should not turn every email into a lead. LeadPilot lets workspaces use include and exclude rules so newsletters, receipts and noise do not bury real customer enquiries.
Sender email or domain
Subject and body keywords
Phone number or postcode detected
Gmail labels
Specific source names
Advanced regex rules
See which sources are making money.
LeadPilot separates the delivery channel from the real lead source. A lead can arrive through Gmail but still be reported as Website Form, Lead & Trade, GetWork, Google Ads, Meta Lead Form or any source you configure.
View demo dashboardReady to see it working?
Open the sample dashboard or start a workspace.
The demo uses dummy data only. Your real CRM stays protected behind login.