You’re all set, welcome!

ChatPilot CRM has been installed successfully. Let’s get you closing deals from Messenger in under 2 minutes.

Quick-Start Checklist

1 of 3 complete
1
Install the extension
ChatPilot CRM is now in your browser.
2
Pin ChatPilot CRM to your toolbar
Keep the extension visible so it’s always one click away.
1. Click the puzzle piece icon (Extensions) in your toolbar
2. Find ChatPilot CRM and click the pin icon
3
Open Messenger & start a conversation
Head to Facebook Messenger. ChatPilot CRM will automatically detect conversations and start tracking contacts.

Track Every Lead

Every Messenger conversation is automatically logged. No more lost leads or forgotten follow-ups.

Organize Contacts

Tag, segment, and add notes to contacts right inside Messenger. Your pipeline, always in view.

Never Miss a Follow-Up

Set reminders and automate sequences so every prospect gets a timely response.

Need a Hand?

We’re here to help you get the most out of ChatPilot CRM.