The operating system for your company.

Your CRM, ticketing, client portal, mailbox and chat run on it. Underneath, automations and agents do the routine work, drawing on a Brain that learns from everything you connect, and acting only within the policies you set.

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Learns from Gmail, Outlook, Slack, Teams and any tool that sends a webhook. Moves in from HubSpot and Salesforce.

  1. 01 · Signal
  2. 02 · Knowledge
  3. 03 · Approval
  4. 04 · Action
The PlatformPilot app on Tomas Berg's record, playing a short loop: an email arrives, the Brain learns his new job title, it asks before changing the record, and the record is updated once Maya accepts.

Learns from the tools your company already runs on

MailGmail, Outlook and any IMAP inbox
ChatSlack, Microsoft Teams, Google Chat, WhatsApp, iMessage, Discord
Work toolsLinear, monday.com and any tool that sends a webhook
Moving inExports from HubSpot, Salesforce, Apollo, LinkedIn and Google Contacts
Your assistantsClaude, ChatGPT and Cursor, over MCP

Old CRMs make you type. PlatformPilot learns from your work.

Your deals happen in email and chat. An old CRM only knows what someone remembers to type in. Here is PlatformPilot next to four of them, checked against their own websites.

Compared with
PlatformPilot compared with HubSpot, Salesforce, Zoho and monday.com on eight capabilities, as read on Oct 25, 2026.
Read Oct 25, 2026PlatformPilotHubSpot
Learns from your email and chatNo retyping what you already wroteBuilt inPicks up facts from your email, chat and notesBuilt inFills contact fields from emails; in beta
Earns your trust like a new hireAsks first, then does more as you approveBuilt inCan work alone after 5 approvals in a rowPartlyApprovals exist; you set what it does alone
Shows where each fact came fromSo you know what to trustBuilt inClick any fact to see where it came fromPartlyHistory shows a source label, not the email
Catches conflicting infoYou pick which version is rightBuilt inChecks your mail and tools against your recordsPartlySome suggestions wait for your approval
You hold the encryption keyIn your own Google Cloud, not oursBuilt inIncluded on every planNot foundNo bring-your-own key found
Works with ChatGPT and ClaudeAsk the AI you already useBuilt inChatGPT or Claude can read and update itBuilt inAI assistants can read and update records
Maps who's connected to whomRewind it to any dateBuilt inAsk who the contact was last MarchPartlyLabeled links; no view of a past date
Scores leads and deals your wayNo black-box scoresBuilt inRules out bad fits, ranks the rest, says whyCosts extraYour own point rules, from Professional

Compared in full: PlatformPilot vs HubSpot, PlatformPilot vs Salesforce, PlatformPilot vs Zoho, PlatformPilot vs monday.com

50 sources, read Oct 25, 2026

Your apps on top. A Brain at the core. Policies all around.

Your CRM, client portal and agents run on one model of your company. The Brain keeps it true. Your policies keep it safe.

Assembling

An exploded view of CompanyOS: four tinted glass layers stacked over your company, each carrying its own screen. At the bottom, signals: connected mailboxes, chat, tools and imports. Above them, knowledge: the Brain's map. Then actions: an automation, scheduled jobs and an approval waiting for a person. On top, your apps: the CRM, Tickets, Inbox and a client's portal. Permission brackets sit at the corners of every layer. The stack assembles, then lifts out one layer at a time.

A CRM that keeps itself true.

People, companies, deals, tasks and any object you define, with the tables, boards, formulas and automations you expect. The difference is what keeps it current: the work itself, not data entry.

Companies on a board by lifecycle stage. Prospects sit left of the violet Brain line, kept out of the Brain until they engage.

Keeps up with the work

Replies, notes and tickets land on the right record. Email activity shows who and when, and the subject only if the owner opts in.

Every fact has a source

Click a Brain fact to open the memory behind it. The Brain never changes your records on its own: it shows you what it found and asks.

Automations that earn their keep

Trigger on a new record, a view it starts matching or a date coming up. Each starts in Ask me first and offers Automatic after five approvals in a row.

Tickets for the work. A portal for each client.

Client work runs on tickets in the same CRM as your people, companies and deals. In pilot: a private portal where each client follows what you share, replies, sends files, approves and pays. Internal work never leaves PlatformPilot.

  1. 01 · A client asks
  2. 02 · You accept
  3. 03 · They upload
  4. 04 · They pay
Two sides of the same work, in four steps. Left: Northline's open tickets in PlatformPilot and its requests. Right: ticket NOR-142 in Halden Freight's portal, with the conversation, the documents Northline asked for, a delivered file and an invoice. First, Priya Nair at Halden Freight emails a request, drafted as a request that waits to be accepted. Northline accepts it, and it becomes ticket NOR-143 at the top of the list. Tomas Berg uploads the vehicle list in the portal, and NOR-142 moves to in progress on Northline's side. Then he pays the invoice.

Requests become tickets

A client asks for new work by email or from their portal, and the ticket is drafted in their words with a suggested priority. Accept it in one click. Decline one from email, and nothing is sent to the client.

Mail finds its ticket

A client's email lands on the ticket its subject or thread names. When that's unclear, the mailbox's owner is asked once: which ticket is this email about?

A private portal for each clientPilot

Multilingual and under your name and logo, it lets clients follow the tickets you share, reply and send requests. They never see internal work or anything you don't share.

The Brain behind every record.

It reads what your company does, works out who and what each message is about, and keeps track of how it knows. Your CRM is one view of it, and your agents act on it.

The Brain's Map. Halden Freight is selected: its 16 relations light while the rest of the graph fades, the camera flies to it and its entity card opens on the left. The map then keeps moving under its own forces while the pointer rests on Tomas Berg, Priya Nair, Maya Okafor and Rotterdam in turn, naming each and the entities it relates to.

Knows who's who

"Tomas", "T. Berg" and [email protected] become one person. A merge it isn't sure of waits for you as a proposal.

Says when sources disagree

Your records, your tools and your mail are compared field by field, and the differences come to you first.

Sees any date

Ask what was true in March: who the contact was, who owned the account, which relationships had already ended.

Your company's model stays yours.

Bring your own key, database and bucket. Your knowledge lives where you decide, and we never hold your cloud credentials.

Where your data lives: PlatformPilot above your own cloud, which holds your key, database and bucket and is reached through one gate. The diagram shows each point in turn. The key switches off, and the database and PlatformPilot go dark. A memory travels through the gate into your database. A credential is minted, travels down to the gate and slides into it, and is gone.

  • Conversations and memories are encrypted under a key in your own Google Cloud KMS. Disable it and the data goes dark, for us as well.

  • Keep the Brain in a Postgres database in your own Google Cloud project.

  • We reach your cloud through short-lived, impersonated credentials minted per call, then dropped.

Plans from $250 a month.

Tickets is included, and the client portal is in pilot with select customers. Solopreneur to begin; Team and Organization add your own database, roles, single sign-on and dedicated infrastructure.

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Solopreneur
$250/month
Team
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Organization
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Ready to give your company an operating system?

Connect your inbox and tools tonight. See what your company knows by morning.