RevPilot

RevPilot designs world-class sales systems inside Close CRM so startups and SMBs get a CRM their team actually trusts and uses. Instead of adding more tools or headcount, we streamline your Close setup, build clean workflows, and remove the clutter that slows reps down.

As one of Close’s top partners, we’ve audited, built, and optimized hundreds of Close accounts, helping clients generate over $100M in revenue with structured pipelines, smart automation, and clear activity tracking. We don’t just “set up” Close; we architect your entire sales system — from first touch to closed-won — so every stage is documented, repeatable, and built to scale.

Our team goes far beyond basic reporting by building custom Close dashboards powered by the Close API, giving you live, accurate numbers instead of static or outdated reports. These dashboards become a single source of truth for leadership, enabling data-driven decisions about pipeline, performance, and forecasting — rather than opinion-driven debates and guesswork.

Because we’re operators and consultants, not order takers, we challenge your assumptions, apply proven sales frameworks, and implement AI-driven insights directly into your Close workflows. The result is a streamlined revenue engine where reps spend more time selling, leaders have clean visibility, and growth becomes predictable instead of reactive.

Featured Testimonial
“I'd already spent a lot of money on CRM builds in the past, so I was hesitant to do it again. I genuinely thought this would be another invoice before having to rebuild everything, but that wasn't the case here. There's a huge difference between order takers and consultants. Jordan and his team are real consultants, and when it comes to architecting sales systems, you should listen to them.”— Zach, Small Biz Heroes