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Helpables PipelinePilot

$149/month + $799 setup CRM, pipeline, and lead tracking made simple for businesses that need an organized follow-up process. Includes: CRM setup Lead pipeline Lead capture form Calendar/booking setup Email/SMS first response Basic follow-up workflow Owner/team notifications Task creation Basic monthly report Light monthly support Best for: businesses ready to move beyond spreadsheets and manage leads in a simple CRM.

Overview

Helpables PipelinePilot is a done-for-you CRM and pipeline setup for small businesses that want to organize leads, track opportunities, and make sure every inquiry moves through a clear follow-up process. It is ideal for businesses that are ready to move beyond spreadsheets and simple email follow-ups, but do not want to deal with the complexity of setting up a CRM themselves. Starting at $149/month · One-time setup: $799

What We Offer

Keep every lead moving

Many businesses lose leads not because they lack interest, but because there is no clear process after a lead comes in.

PipelinePilot gives your business a structured lead pipeline so you can see exactly where every opportunity stands — new lead, contacted, appointment booked, no response, won, or lost.

What's included

CRM setup

We set up a simple CRM system using GoHighLevel or another suitable CRM based on your needs.

Lead pipeline setup

We create a lead pipeline so every inquiry has a clear status.

Example pipeline stages:

  • New Lead
  • Contacted
  • Appointment Booked
  • No Response
  • Won
  • Lost

Contact and lead fields

We configure important contact fields so lead information is easy to review. Typical fields include:

  • Name
  • Email
  • Phone number
  • Service requested
  • Lead source
  • Lead status
  • Appointment status
  • Notes
  • Follow-up status

Lead capture form

We connect or create a lead capture form so new inquiries enter the CRM automatically.

Basic landing page or form embed

We can create a simple landing page or embed a form into your existing website.

Calendar and booking setup

We connect your booking calendar so leads can schedule appointments directly.

Email/SMS first response

We set up a basic first-response message so leads receive an immediate reply after submitting a form.

Thanks for reaching out. We received your request and would be happy to help. You can book a time with us here.

Basic follow-up workflow

We create a simple follow-up workflow to remind leads to take the next step.

  • Day 0: Instant confirmation message
  • Day 1: Friendly follow-up
  • Day 3: Booking reminder
  • Day 5: Final check-in

Missed lead notification

You or your team receive notifications when a new lead comes in or when a lead needs attention.

Task creation

We create basic tasks inside the CRM so the business owner or team knows what to do next — Call this lead, Review inquiry, Confirm appointment, Follow up tomorrow.

Monthly workflow support

Includes light monthly support for basic adjustments, small workflow changes, and troubleshooting.

Basic monthly report

You receive a simple monthly summary of lead activity including new leads received, appointments booked, leads contacted, no-response leads, and won/lost status if tracked.

Best for

  • Dentists
  • Realtors
  • Immigration consultants
  • Med spas
  • Clinics
  • Home service businesses
  • Local service providers
  • Consultants and advisors
  • Small teams handling multiple leads
  • Businesses ready for a simple CRM system

What Differentiates Us

How it works

  1. New lead submits form
  2. Contact is created in CRM
  3. Opportunity is added to pipeline
  4. Lead receives an instant reply
  5. You or your team get notified
  6. Follow-up task is created
  7. Lead moves through pipeline stages

What this helps you do

With PipelinePilot, you can:

  • Organize every lead in one CRM
  • Track where each opportunity stands
  • Respond faster to new inquiries
  • Reduce manual follow-up work
  • Create a simple sales process
  • Avoid leads getting forgotten
  • Help your team know what to do next
  • Improve appointment booking consistency

Pricing

$149/month — Includes CRM support, light workflow monitoring, minor updates, and basic monthly reporting.

$799 one-time setup — Covers the initial setup work:

  • CRM configuration
  • Pipeline setup
  • Contact fields setup
  • Lead form setup
  • Calendar/booking connection
  • First-response automation
  • Basic follow-up workflow
  • Owner/team notifications
  • Task setup
  • End-to-end testing

Platform cost note: CRM platform costs, SMS/email usage, and third-party software subscriptions are billed separately unless explicitly included. GoHighLevel, email sending, SMS credits, or other tool costs may be separate from the Helpables service fee.

What's not included

PipelinePilot is designed for CRM setup and basic automation. It does not include:

  • Advanced AI lead scoring
  • Advanced AI-personalized follow-up
  • Complex multi-channel workflows
  • WhatsApp automation
  • Custom API integrations
  • Advanced reporting dashboards
  • Sales team performance analytics
  • Paid ads management
  • Full website redesign
  • Custom SaaS development

Businesses that need AI qualification, personalized follow-up, and deeper automation can upgrade to Helpables BookMore AI.

Who this is not for

PipelinePilot may not be the right fit if you only need a simple form and email notification — for that, Helpables LeadDock or Helpables ReplyDesk may be enough.

PipelinePilot is better when you need CRM tracking, lead stages, pipeline visibility, booking workflow, and basic follow-up automation.

Ready to Get Started?

Let's discuss how helpables pipelinepilot can help your business grow.

Contact Us Today