Overview
Everything at a glance.
Leads waiting for a closer
Sales
Every lead marked closed, across every center and campaign.
Closed sales
Website Leads
Every form submission from revolutionresources.co, landing directly here.
Submissions
Submission
Call Centers
Your network of outsourced partner centers.
Add a call center
All centers
Team
Generate an invite link and send it to a closer or call center, they set their own password and are added automatically with the right role.
Invite someone
Everyone with access
Pending invites
Create a login directly
Set the first password yourself. The account is confirmed immediately, so no email link is required. The user can change it later.
Demo account call quota
Each CallPilot tester can only run this many test calls. Change the number and press Save. Delete permanently removes the demo login and its test data.
CallPilot test calls & recordings
Every test call (yours and testers') is recorded. Only Master can download.
Campaigns
The catalog centers can browse and enroll in. Add new ones any time.
Add a campaign
All campaigns
Custom Fields,
These appear on the call center's "Punch In a Lead" form for this campaign only.
Enrollment Requests
Centers requesting to join a campaign.
CallPilot Demo
Private rehearsal workspace. Your CRM navigation stays available on the left.
CallPilot Worker Control
Run and update the dedicated CallPilot worker from this CRM. Sensitive dialer and API credentials remain on the worker machine.
Enroll a worker PC
Do this once on the dedicated PC. The one-time enrollment code is shown only once.
Workers & bot pods
Start and stop requests apply only between calls. “Online” means the worker has checked in; it does not claim the dialer media is connected.
DIDs
Numbers routed through your dialer (e.g. VICIdial), tracked here by center and campaign. Paste one or many at once.
Add DIDs
All numbers
Assignment History,
Client Payments
What clients pay Revolution Resources for a campaign. Only you can see this.
Log a payment
All client payments
Center Payouts
What you pay each call center, per payment cycle. Each center sees only their own rows.