Close CRM Partner & Consultant Services

At RevPilot, we help sales teams turn Close CRM into their most powerful revenue tool. As the #1 Close CRM Partner and Consultant, we specialize in CRM implementation, automation, integrations, and ongoing optimization.
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  • Streamline your sales process with Close CRM configured to match how your team actually sells.
  • Automate the busywork so reps spend more time on conversations that close deals.
  • Integrate your entire sales stack for seamless reporting, outreach, and performance tracking.
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Trusted by 3,000 Agencies

The real game changer of working with ZenPilot was the visibility it gave us into our whole business.

ZenPilot is hands down one of the best investments we’ve made as a business. They help us live up to our value of excellence. If you have any doubts, leave them at the door and jump in!

Rebecca Nash

DIRECTOR OF OPERATIONS, BEAM CONTENT

ZenPilot has been the most impactful agency operations investment we’ve ever made. They understood our situation, know ClickUp inside out, and led our team to a successful implementation.

If you’re serious about scaling your agency, you need to talk to ZenPilot - they transformed how we work and led a 300% improvement in efficiency.

Michael Lisovetsky

CO-FOUNDER, JUICE

The real game changer of working with ZenPilot was the visibility it gave us into our whole business.

ZenPilot is hands down one of the best investments we’ve made as a business. They help us live up to our value of excellence. If you have any doubts, leave them at the door and jump in!

Rebecca Nash

DIRECTOR OF OPERATIONS, BEAM CONTENT

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Here's How We Make it Happen

Follow our proven playbook to cancel agency chaos and replace that chaos with clarity.

Step 1: Blueprint

Together, we'll audit your systems, processes, and project management to uncover the hidden operational bottlenecks hamstringing your agency.

Then, we'll build you a custom project management blueprint with the ClickUp hierarchy, integrations, and processes you need to make your agency an incredibly efficient, well-oiled machine.

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Step 2: Implementation

Secondly, we'll turn your Blueprint into a ClickUp workspace tailored to your needs, setting you up with an easy-to-use system that skyrockets daily productivity and performance.

After the main system is in place, we'll work with you to turn your entire business into plug-and-play, reusable ClickUp templates that make creating and managing work simple and stress-free.

And finally, we'll train and certify your team to get them thriving and bought in to the new system.

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Step 3: Optimize

Lastly, we'll continue to help you leverage the full power of your newly implemented system for reporting, ongoing optimization, and strategic decision-making.

We'll provide advanced reporting, continuous workflow enhancements, automation builds, and custom solutions to further improve team productivity and performance.

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What's Included?

Agency Operator Blueprint

We’ll dig into your business and design a custom process and project management blueprint for you. This will be complete with the exact ClickUp hierarchy, views, custom fields, automations, processes, and integrations you'll need.

ZenPilot ClickUp Install

Get a fully customized ClickUp workspace, complete with the hierarchy, views, custom fields, automations, and dashboards you need to run your agency.

1:1 ClickUp and Agency Support

Get personalized, 1:1 support building and installing your company’s ClickUp system via scheduled weekly calls with a ZenPilot Coach.

ZenPilot Training Center

Add your team to our training center to receive hundreds of hours of training for their respective roles.

Private Client Community

You'll be invited to join our ZenPilot community to collaborate and share ideas with peer agencies. Additionally, you'll be able to join weekly "Office Hour" calls to learn from agency and ClickUp experts.

Agency ClickUp 'Template Library'

Access our complete agency ClickUp Template Library packed with hundreds of plug-and-play "best practice" agency process templates.

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A Look Inside Your Future
Close Account

Since becoming our first partner in 2018, ZenPilot has stood out as the go-to solution for agencies who want to get the most out of ClickUp.

Their commitment to truly solving for the customer and providing the best customer experience is perfectly aligned with our mission at ClickUp - and it shows up in their results and the feedback we consistently hear about ZenPilot.

Zeb Evans
ClickUp Founder & CEO

The RevPilot Difference

We help you eliminate the guesswork and build a proven Close CRM system that works.

ClickUp's Highest-Rated Solutions Partner

Over the last 10 years, we've evaluated, used, and tested every project management tool on the market. We're now the most-trusted solutions partner for ClickUp.

Agency Operations Experts

With a behind-the-scenes look at 3,000 different agencies, we've built and tested the systems and processes agencies need to build more productive, profitable, and healthy teams.

ROI-Driven Change Management Experts

After leading over 10,000 people through a transformation in the way they work, we've designed the exact playbook agencies need to get their team to buy in and build the habits that make a project management system work.

Ready To Get Started?

Due to the nature of this 1-on-1 program, spots are extremely limited. If you’re an agency already over $1M in annual revenue with 10+ employees, then we invite you to apply now and be first to find out when new spots open up.

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