RevPilot

Proud to be Close CRM's #1 Fan and a Top Certified Partner. With over a hundred CRM implementations and 7+ years running high-volume sales orgs, we know what it actually takes to get the most out of Close and we've got the receipts to prove it.

Take it from the Founder of Diverse:

"If you think you will find someone better, go ahead. You wont."

(Fun fact: the Close account structure most partners and customers are building from today? RevPilot built that.)

What We Do

• Done-for-You CRM Builds & Migrations — Full implementation from scratch or seamless migration from your existing CRM, configured around how your team actually sells.
• Sales Process Architecture — We design the structure behind your pipeline: stages, workflows, handoffs, and rules of engagement that create consistency across your team.
• Pipeline Optimization — Already have a system but leaving deals on the table? We audit, clean up, and rebuild around best practices.
• Lead Routing & Speed-to-Lead — Automated assignment, instant follow-up triggers, and routing logic that makes sure no lead falls through the cracks.
• Automation Workflows — From nurture sequences to task creation to internal alerts, we remove the manual work so your team can focus on selling.
• Custom Reporting Dashboards — Real-time visibility into the metrics that matter, built so your team can make data driven decisions.
• Fractional RevOps Support — Ongoing strategy and execution so your systems evolve as your business grows.

Who We Work Best With

• Founder-Led Businesses — You're close to the sales process and ready to build something that scales beyond you.
• Scaling Past $1M — Revenue is growing but your systems haven't kept up. Things are starting to break at the seams.
• Buying Your First CRM — You want to get it right the first time, not rebuild it 18 months later after your team gives up on it.
• Switching CRMs — You've outgrown your current setup and want a clean migration.

We work especially well with coaching and education companies, service-based businesses, and B2B teams who know they're leaving money on the table — they just can't pinpoint where.

RevPilot is a certified Close CRM Partner with over 120+ systems implemented — which means we don't just know the platform, we know how to make it actually work for your business.

Whether you're implementing Close for the first time, untangling a system that's grown messy over time, or connecting it to the rest of your tech stack, we bring the expertise to get it done right.

What Sets Us Apart 

• Pattern recognition you can't buy — We've been inside more sales processes and CRM accounts than most Close CRM consultancies. We know what breaks, why it breaks, and how to build around it before it becomes your problem.
• Built for reps, not for admins — Most CRM setups are designed to make dashboards look clean. We design for the person actually logging calls and closing deals — because if reps don't use it, nothing else matters.
• Sales ops is all we do — We don't do branding, paid ads, or web design. We do one thing... sales operations. And we've built our entire company, team, and toolkit around doing it at the highest level.