Most CRMs store information.

MerchPilot runs your follow-up.

It’s purpose-built for the promotional products industry, with proven workflows for quotes, samples, reorders, events, and seasonal campaigns—when integrated, its an co-pilot for follow-up.

Instead of generic automation, MerchPilot acts like a behind-the-scenes teammate that keeps leads warm, clients engaged, and opportunities moving forward.

Email blasts talk at everyone, at once, when you schedule the send. Was it the right time for everyone?

MerchPilot follows up with the right people, with the right message, at the right time.

It reacts to real behavior—clicks, form fills, quote requests, orders—and sends timely, personalized messages when they actually matter.

That’s how conversations start and deals close—without adding noise. Its about personalized messaging.

MerchPiliot™ sends the Right Message, at the Right Time, to the Right Person. That makes it personal and relevant.

Not at all. If you can send an email, you can use MerchPilot.

There’s no coding. Pages, emails, and automations are drag-and-drop. Plus with our built in AI Builder, you can create landing pages, web pages, funnels, and workflows in minutes. All by chatting with the MerchPilot Builder AI.

And if you want help, live support and step-by-step guidance are built in—plus agency options if you want it done for you.

Yes. MerchPilot meets you where you are.

You can:

🚀 Use it lightly with templates and automation already set up

🚀 Or choose Done-For-You Agency Services, where our team builds campaigns, content, and workflows while you focus on selling

Either way, the follow-up runs without relying on your memory.

All plans include 24/7 live support via chat, text, phone, or Zoom.

You’re supported by certified platform experts who help you stay unblocked, moving forward, and in control—without waiting days for answers.

No. This is The Distributor Operating System.

MerchPilot combines CRM, automation, campaigns, communication, and reporting into one system that actually does the work—instead of asking you to manage it.

Think of it as plugging a proven process into your business.

It means MerchPilot responds instantly—so you don’t have to.

Example:

Someone fills out a form, requests a quote, or calls your number.

MerchPilot™ can immediately send a personalized confirmation, schedule a follow-up, and trigger reminders for reorders or next steps.

It’s like cloning yourself for follow-up, admin, and marketing.

Everything is visible in real time.

You’ll see engagement analytics:

🚀 Open and click rates

🚀 Pages visited

🚀 Replies and booked meetings

🚀 Deals created and follow-ups triggered

🚀 Each contact scrored and prioritized, so you know who to call first

No guessing. No wondering. You’ll know exactly what’s driving momentum.

Because the distributors winning right now aren’t working harder—they’re using systems.

While others rely on memory, inboxes, and reminders, AI-enabled distributors are delivering the right message to the right person at the right time—automatically.

Every missed follow-up is revenue someone else is capturing.

MerchPilot closes the Follow-Up Gap, replaces memory with a system, and keeps you competitive without adding more to your plate.

MerchPilot works in and for the promotional products industry.

That includes:

🚀 Independent distributors

🚀 Sales teams and agencies

🚀 Suppliers supporting distributor outreach

Our tools and workflows are tailored to how promo professionals actually sell. MerchPilot is based on over 40 years of promo product sales and marketing.

If you sell promotional products to small businesses or enterprise businesses, schools, nonprofits, franchises, real estate, or any business that requires follow-up, —and follow-up feels manual or stressful—this is for you.

MerchPilot turns one-to-one emails, phone calls, and text messages into a scalable system without losing the personal touch.

Automate The Right Message. To the Right Person. At the Right Time.

Very little.

Most users are live within a week using guided setup and prebuilt campaigns.

Email connection typically takes about 15 minutes.

For faster results, white-glove setup and onboarding sessions are available. It is a new methodology, and a few hours with the videos will get you up to speed. Planning your vertical market campaigns can be implemented within 5-7 days.

AI will not replace you. AI will support you. Although your competitors — and the online tools they’re using — they may replace you.

MerchPilot handles the repetitive work—follow-ups, reminders, outreach—so you can spend more time doing what matters most: Building relationships and being the face of your business.