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Autopilot Features and Reviews

Autopilot marketing automation software helps brands automate their marketing and sales touchpoints and also connect with their marketing platforms.


As a visual marketing tool, Autopilot allows companies to manage their lead conversions and create marketing campaigns. Also, the software gives users access to multi-channel marketing functionalities like SMS, in-app, email, and online communications. Users can also capture leads from multiple apps, apps, blogs, and websites. Even more, Autopilot allows users to manage their contacts by syncing with their existing CRM system as well as segment leads in different folders and lists.

Moreover, Autopilot has a drag-and-drop interface that lets marketing and sales teams send personalized SMS, thank you postcards, and messages. Plus, users can automate their marketing workflows and monitor the progress of their campaigns using Autopilot's reporting feature. More so, users can set the option for subscribers to opt-in by sending a text with a keyword to a specific number. Even more, brands can notify customers of new updates and products whenever they log into their app.

Also, Autopilot has built-in integrations to CRM, messaging, lead intelligence, and marketing tools, which helps users communicate with their leads and customers through physical mail, email, or SMS. The software integrates with third-party applications like Zapier, GoodData, Slack, Twilio, InsideView, and Salesforce CRM, Segment.

Additionally, Autopilot offers users end-to-end marketing automation capabilities that allow their marketing and sales teams to execute global or regional campaigns easily. More so, the software gives users access to ROI reporting and campaign management. Users can also get insight into which messages have the highest conversion rate as well as run A/B experiments.

Product Details

Segmenting and tracking customers and leads: Autopilot helps users to organize information about their customers and leads, and segment them depending on demographics and activities. Hence, users can send personalized messages, emails, and SMS.

Also, users can sync customer information and accounts from their preferred CRM like Pipedrive and Salesforce. The software also enables users to capture and track new leads from their websites, landing pages, and blog posts using forms. More so, with Autopilot's behavior tracking, users can understand their customer's behavior and also track activities like when customers fill a form, click an email, or visit a particular page.

Visual Canvas: Users can automate repetitive tasks, like following up with new leads, and also design customer journeys without writing lines of code. Also, Autopilot's drag-and-drop interface allows marketing teams to automate their marketing. Plus, they can change the customer's journey, depending on their response using the outcome wheel. Even more, users have access to a template directory containing industry best practices and journey ideas.

Annotate and collaborate: Teams can design, annotate, brainstorm, and collaborate on customer experience from anywhere. Also, team members can sketch ideas and annotate by including emojis, stickers, and images to the canvas.

Team members can be invited to collaborate in real-time on adding shapes and annotations, and reviewing how the journey evolves. More so, users can share their journey with other teams or with external people on social media, email, or Slack.

The software also enables users to sketch customer journeys for visualizing draft concepts or leaving comments for their teams to review. Even more, Autopilot gives marketing teams access to a library of pre-designed templates that are interactive, allowing them to browse individual annotation, condition, action, and trigger.

Personalized emails: Users can design personalized or branded emails from scratch or select from a list of templates. Also, using a drag-and-drop editor, users can design and manage branded email templates, which are automatically optimized for mobile devices.

Multi-channel support: Autopilot enables users to easily send personalized messages on multiple channels like postcards, Google AdWords, Facebook ads, heads-up, SMS, and email. Users can create a better customer experience by sending targeted postcards, SMS, in-app messages, and emails. Also, users can choose to let subscribers opt-in by sending an SMS with a keyword to a specific number. More so, brands can notify active customers on updated product features when logging in to their platforms. Plus, businesses can send personalized postcards to offer special discounts or celebrate milestones.

Multiple integrations: Users can automate repetitive tasks, update their team with Slack, assign leads in Salesforce, and also capture leads from forms. Even more, the software can also connect with tools like Zapier, Twilio, Typeform, Segment, and Facebook.

Autopilot also enables users to centralize their data, allowing them to create personalized experience depending on customer's behavior and interests. Users can also trigger automated journeys to include leads to a Facebook Custom Audience, follow up on LiveChat conversations, and assign leads.

Goals and insights: The software enables users to analyze customer's journeys and compare the performance of multiple messages. Goals can also be set for teams to achieve, and their progress can be tracked over time.

Autopilot allows users to see which leads were converted to sales and how long it took. At the same time, users can compare message channels and analyze their performance daily. Even more, the software allows users to compare how an email performs over an SMS. Plus, these insights are mobile-friendly, which allows user track analytics and customer journeys on the go.

Additionally, users can set goals for individual journeys for insights on best-converting messages and trending journeys. More so, the software enables users to run A/B tests and monitor their performance in real-time.

Autopilot API: This gives users access to data streams for streaming all their data to a data warehouse or applications like Heap Analytics and Segment


Autopilot offers companies multi-channel marketing automation capabilities. With Autopilot, brands can convert leads by creating a personalized experience for their leads and customers by sending emails, letters, and texts to the right audience, at the right time. The software also allows users to add team members to collaborate on building personalized customer journeys. Users can also connect their preferred app using the Autopilot's built-in integrations with Lob, Salesforce, Segment, Trilio, and so on. Plus, brands can convert leads to sales by keeping track of real-time activities and also visualizing their campaigns using pre-built reports.