How to Connect Act! with Pilot (2026)

Act!

★★★ 3.7

Crm Small Business Crm

A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Full Review

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Pilot

★★★★ 4.3

Bookkeeping Finance Accounting

A bookkeeping and CFO services provider for startups and growing businesses with dedicated finance experts.

Full Review

About These Tools

Act!: A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Pilot: A bookkeeping and CFO services provider for startups and growing businesses with dedicated finance experts.

Key Features

Act!

Contact management
Opportunity tracking
Marketing automation
Custom dashboards
Mobile access
Integration

Pilot

Dedicated bookkeeper
Accrual accounting
Tax preparation
CFO services
Financial dashboards
Burn rate tracking

Pricing

Act!

Subscription $30-$50/user/month

Pilot

Subscription $599-$1299/month

Detailed integration guide coming soon. We're researching the specific ways Act! and Pilot work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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Compare Act! vs Pilot side by side »

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