PENGUINPILOT CRM
Everything that happens to a customer, in one record.
Twenty-eight modules over one shared timeline and one automation engine — so any module can trigger any other. Contacts and leads, a scored daily call list, pipelines you design, quotes and signatures, email journeys, and the commission maths at the end.
WHAT YOU GET
Everything PenguinPilot CRM does.
One timeline per customer
Every module writes to the same dated activity stream. Every call, text, email, viewing, document, payment and automation step — in order, in one place, in real time.
Learn more →A call list that argues its case
Prospecting scores your whole database and bands it into "call today" and "worth a call", each with a dated, verifiable reason. Split into calls, texts and emails with daily targets, a mandatory reason to skip, and a done flow that chains a note into the next reminder.
Learn more →Pipelines you design, not inherit
Custom Kanban boards with your own stages, labels, card templates, per-card tasks and per-board dashboards. Recruitment, renovations, supplier onboarding, complaints — model any process without a developer.
Learn more →Documents and signatures, in-house
Build A4 templates with dynamic fields, attach them to any record, and collect legally sound signatures with SHA-256 hash chains, trusted audit trails and private storage. Cancel your e-signature subscription.
Learn more →Marketing that's a journey, not a blast
A visual campaign tree with multi-email journeys, delays and branching on which button someone clicked. Describe the campaign and pick a depth from one to fifteen emails, and it writes the content and wires the buttons.
Learn more →Automations that bill correctly
Triggers on nearly every mutation in the system, each with an actor-resolution strategy so credit and cost attach to the right person, team or organisation. Run history, step streaming, live re-run and simulation.
Learn more →The money, done
Per-deal ledgers, supplier invoices matched by AI from your inbox, agent expense splits, commission models with tiers and beneficiaries, batch payments, statements, and a Xero-synced pay run.
Learn more →Your customers get a portal
Branded, token-verified public pages: a live dashboard for a seller, a document portal for a buyer, booking pages, forms, feedback links. All feeding back into the record.
Learn more →
HOW IT WORKS
From nothing to live.
- 1
Get your data in
Ignition is a nine-step guided wizard: import, scrub, enrich, score, segment, and generate a working plan. It's the module we built first, because this is where CRM projects die.
- 2
Turn on the modules you need
Every module is permission-gated and can be hidden. A trades business turns on eight. A real estate agency turns on all twenty-eight.
- 3
Encode your playbook
Automations trigger on any change — a contact tagged, a deal stage moved, a document signed, a file downloaded — and run the follow-up whether anyone remembers or not.
- 4
Work the daily list
Prospecting hands each person a finite list every morning: who to call, why now, and a drafted message if they want one.
QUESTIONS
The obvious objections.
Almost always. Ignition handles spreadsheets and CSVs, and we have direct importers for Utogi and several others. Send us a sample export and we'll tell you exactly what comes across.
The rest of the platform
Other products