New onboard a client from your own ClaudeSee how

Run your sales floor like you own it.

PYLO is the sales operations workstation for high-ticket teams. Calls, EODs, payment plans, webinars and commission in one place, on top of the CRM and calendar you already use.

No card needed. Most teams are live the next morning.

The PYLO dashboard for a sample workspace: each rep's pace against their month, cash collected against the monthly goal, then revenue booked, calls booked, show rate and close rate.

Connects to the stack you already run

CloseGoHighLevelCalendlyTypeformSlackWhopStripe

All in one

Stop paying for the tools around your CRM. PYLO runs them itself, on one bill.

Booking pages, forms, funnel pages, a dialer, a note taker and a chat for the team usually mean six logins and six invoices. PYLO has its own version of each, wired to the same leads and figures.

01

Capture the lead

  • Landing pagesBuild a page with AI and host it on your own domain, with A/B splits, the Meta pixel and the Conversions API. Each conversion is credited to the form or booking it led to.Replaces GHL funnels and Lovable
  • FormsBranching questions, partial answers and drop-off by question. Import a Typeform, then share it by link or QR code.Replaces Typeform and Tally
  • Booking pagesRound robin across your closers, buffers and Google Calendar, so nobody is double booked. Your Calendly history comes with you.Replaces Calendly and iClosed
02

Work the lead

  • Views and tasksSaved views for each setter's queue, notes on the lead, tasks with reminders and bulk actions.
  • Lead routingNew leads handed out round robin or by weight the moment they arrive.
  • DialerPower dial a saved view from the browser, drop a voicemail and skip anyone on the do-not-call list. Calls are recorded with the disclosure your rules need.Replaces a separate dialer
  • Team chatOne-to-one and group chats inside PYLO, where you can mention a teammate or a lead.Replaces Slack for the team
03

Follow up

  • BroadcastsOne message to an audience, with an A/B subject line and a send window.
  • TemplatesOne library of texts, emails and WhatsApp messages that every workflow and broadcast picks from.
  • WhatsAppConnect it and WhatsApp joins texts and email in the same inbox and workflows.
04

Learn from the call

  • Recorder and notesDialer calls and booked Zoom or Meet calls are recorded and transcribed, with the rep and the lead labelled. Each one gets a summary, the objections raised and the next steps.Replaces a note taker
  • AI call reviewEvery recording feeds the call review, and on Pro the objections are counted across every call.
CreditsOne prepaid balance for everything usage-based: texts, emails, WhatsApp, AI, call minutes and recordings. Your CRM stays where it is, and if you keep Calendly, Typeform or Aircall, PYLO still reads from them.

PYLO in Claude

Onboard a client without leaving Claude. Your agent sets up the stack, PYLO proves it works.

Tell Claude which funnel the client runs. It builds the workspace, connects their tools with one link and runs a test lead through every step.

  1. Connect onceOne command, or sign in with PYLO.
  2. Name the funnelVSL, webinar, DM setter, community, outbound or challenge.
  3. Approve the planApproved with a code on your phone, and undoable.
  4. Watch the test lead passPYLO checks every step itself.

Claude reads your workspace on both plans. Changes and client onboarding run on Pro. ChatGPT and any other MCP client connect the same way.

PYLO AI

Ask your workspace a question. Get the answer with its reasons.

Ask who is behind, what is overdue or where the cash came from. It answers from your live workspace, with the figure and the reason. Or ask from your own agent: PYLO connects to Claude, ChatGPT and any MCP client.

A product illustration. The assistant answers from your own workspace and can only see that workspace.

Agency OS, on Pro

Run every client's sales team from one place.

Every client's cash, closes and missing forms on one screen against your goal. Each client's data stays separate, and your team's seats are free inside all of them.

Agency OS: cash across every client workspace against the monthly goal, plans waiting for approval, what needs you today, and reps ranked by cash.

For the reps

Their numbers in their pocket. Their EOD in two minutes.

Today's calls, the post-call form, the EOD and their own board, on their phone. What they log between calls is what you see on the dashboard.

The PYLO rep app on a phone, in dark mode: a closer's monthly target of £25,000 with £10,410 reached, and her cash collected, closes, close rate and commission.

Email and SMS, built in

Follow-ups that send themselves. From your own number and your own domain.

Build each workflow on one canvas: a trigger such as a booked call or a missed webinar, then the texts, emails, waits, branches and goals that follow it. Every step shows what it sent and how it landed, and a new workflow runs in shadow, recording what it would have sent, until you put it live.

  • Triggers from bookings, no-shows, payments, forms and webinars
  • Waits, if/else branches, splits and goals
  • Shadow first, then live, with every published version kept
The workflow builder for a call reminders workflow: a booked call trigger, a confirmation text and email with their delivery and open rates, a wait until the day before, and an if/else branch on whether the contact replied.

Inbox and deliverability

Every reply in one inbox. Sending that looks after its own reputation.

Texts and emails from your workflows and your team sit in one thread per contact, and PYLO watches the carriers and inboxes so the next send still lands.

The Conversations inbox: a list of contacts with their last message, and a thread with a booked call confirmation, the confirmation email and the contact asking to move the call.

Conversations

Every contact's texts and emails in one thread, workflow messages included, with replies sent one to one by whoever owns the lead.

The messaging health page: the text ramp at level 3 of up to 1,000 texts a day, opt-out and carrier filtering rates under their warning lines, and email warm-up with bounce and spam rates.

Deliverability

Sending limits that rise as your reputation does, automatic pauses on opt-outs and bounces, and STOP and unsubscribe handled for you.

Email analytics for 30 days: sent, delivered, opened, clicked, replied, bounced, unsubscribed and complained, each rate with its counts, and a daily chart.

Analytics

Delivered, opened, clicked and replied for each channel and each workflow, every rate shown with the two counts behind it.

The prepaid balance screen: the balance, add funds, auto-recharge from a saved card and spend by day.

Credits

One prepaid balance for texts, emails, WhatsApp, AI, call minutes and recordings, with numbers bought inside PYLO and auto-recharge before it runs low. Or connect your own Twilio and email provider.

Webinars

Every webinar, scored the night it runs. Not in a spreadsheet next week.

Registrations, show rate, bookings and who was still there at the pitch, for every run. A live board while you're on air, and a relaunch in one step.

The figures for a webinar run called The Funded Trader Workshop: 412 registrants, a 40.8% show rate, a 17.3% booking rate, and charts of how long people stayed and who was still in the room at the pitch.

Why PYLO

A sales system multiplies whatever you feed it. Feed it gaps and it returns confident numbers that are wrong.

01

17 calls this month with no form.

Every missing post-call form is a close nobody counted. PYLO shows the gap the day it opens.

02

A rep drifts for three weeks.

EODs are filed from the rep's phone or flagged as missing, so drift shows up the same week.

03

A dashboard that's wrong doesn't look wrong.

Every figure opens into its rows, so a number gets checked in seconds.

Metric inspector, on both plans

Click any number. See every row behind it.

Every figure opens into its source table, its conditions and the exact rows. Fix a row in place, and every edit goes to the audit trail.

The metric inspector open over the dashboard, listing the fourteen payments that make up cash collected this month.

Payment plans

An instalment slips. Then it becomes a write-off.

Every plan, instalment and balance, overdue first. Reported payments stay unverified until the processor confirms them.

The payments page: overdue instalments, plan completion and a table of payment plans with collected and remaining amounts.

Commission and payouts

What every rep is owed. Calculated, not argued.

Set close, set and override rates once. PYLO works out what each rep earned, what has been paid and what is still owed.

The payouts page for August: each rep's earnings, what has been paid and what is outstanding.

Call analysis, on Pro

The objections your closers hear, counted across every call.

The objections prospects raise, the segments that buy, and whether the lead score held up once they were on the call.

Call insights: the objections raised across analysed sales calls, ranked by how many calls each one came up on.

Client onboarding, on Pro

A new client, live in seven days. Every day planned.

A day-by-day plan for every client you sign, with one connect link for their whole stack and tracking proved on a test lead before launch.

An Agency OS client onboarding run for Northside Fitness Coaching on day 3 of 7, with each day's steps marked done, in progress or to come.

Your stack, connected once

One link for the whole stack. Then proof it is working.

The client connects their whole stack from one link. Each tool then shows whether records are arriving, so a feed that stops is caught the same day.

The integrations page: Calendly, Close, Fathom, Meta Ads, Slack, Stripe, Typeform and WebinarJam receiving records, with Discord, GoHighLevel and Whop not connected.

Run it in shadow first

Run PYLO beside your current setup. Switch over when the numbers agree.

PYLO runs beside your current tracker and writes nothing to your tools. Both sets of figures sit side by side, and every difference gets a reason.

The parallel scorecard: PYLO's booked calls, shows, closes and cash beside the client's current setup for the same week, with three differences each given a reason.

Speed to lead and rep activity

Who is on the phones, and whether it is landing.

Dials, connects and talk time for every rep, from PYLO's own dialer or read from Aircall, JustCall, Close or GoHighLevel. A slow first call or a burned number shows up the same day.

Rep activity: dials, connects, pick-up rate and talk time for four reps, an alert for a lead first called after 23 minutes, and the callbacks each rep kept.

Students after the sale

A sale is not the finish line. Refunds start in the first two weeks.

Every buyer becomes a student the day they pay, with their onboarding steps and refund window. The ones at risk are refunds you can still prevent.

The students page: buyers from the September intake with the onboarding steps each has done, one marked onboarded and one at risk with an instalment overdue.

Affiliate funnels

Paid on the signups they keep. Counted per ad and per rep.

Each opt-in carries its ad and its rep, and the program's own report confirms who stayed past the window.

Agency OS affiliate funnels across three creators: 1,341 opt-ins, 159 signups with 62 kept, commission pending and earned, and ad spend per signup for each.

And the rest of it. Built, shipped and in use.

Setup guideA first-run checklist for a new workspace, and a short tour the first time anyone opens a page.
Show rateEvery booking from any calendar and what happened to it, with the drivers behind your show rate.
TodayThe day's call board, with who has confirmed and who hasn't.
My BoardEach rep gets their own board: their calls, pipeline and earnings.
Costs and marginWhat each workspace costs to run against the cash it brings in.
ContentEmails and posts drafted, approved by your team and signed off by the client.
CommunityWhen each buyer joined Circle or Skool after the deal, and on Circle, who has gone quiet.
ImportBring your history in from a CSV or straight from Airtable.
Funnel viewApplications to bookings to shows to closes, with the rate at each step.
CompetitionsRun a sprint on any metric, with live standings and a settled result.
Rep levelsTiered commission rates that move with a rep as they earn them.
SlackBookings, closes, no-shows and overdue payments routed to the right channel.

Pricing

Two plans. No setup fee, no lock-in.

7 days free, no card needed, and you can cancel any time.

Basic
$99/mo excl. VAT

For every sales team. 5 seats included.

  • Post-call forms, DM closes and EODs
  • Lead pipeline and the Today call board
  • Live dashboard, every figure opens to its rows
  • Commission ledger, payouts and payment plans
  • Funnel view, UTM tracking and leaderboard
  • Competitions and rep levels
Start free
ProMost teams pick this
$175/mo excl. VAT

For scaling teams and agencies. 10 seats per workspace, plus 3 Agency OS seats.

  • Everything in Basic
  • 10,000 new leads and 1,500 booked calls a month
  • 15 booking pages, 15 forms and 15 landing pages
  • Agency OS, including two client workspaces
  • Call analysis: objections from real calls
  • Onboard clients from Claude, on your approval
Start free

Compare the plans in full

“I didn't build PYLO in a boardroom. I built it inside a working agency, for a real sales team, fixing real problems the week they happened. Every feature exists because someone on that team needed it.”

Chimax, founder of PYLO and operator at Info Elevate

Questions, answered.

How long does setup take?

About a day. We set up your workspace, connect your CRM and calendar, and your team is working in it the next morning.

Does it work with my CRM?

Close and GoHighLevel connect on both plans, and HubSpot and Pipedrive connect through the connector library. Your CRM keeps the contacts; PYLO runs the operation on top of it.

Which tools does it connect to?

Close, GoHighLevel, Calendly, Typeform, Slack, Stripe, PayPal, Whop, Airtable, Discord, Fathom and Zoom, plus connectors for HubSpot, Pipedrive, WebinarJam, Aircall, Kajabi, Klaviyo and more. Each one is listed in the app with what it brings in.

Do I still need Calendly, Typeform or a dialer?

No, though you can keep them. PYLO has its own booking pages, forms, landing pages, dialer and call recorder, and anything usage-based draws from one credits balance. If you keep Calendly, Typeform, Aircall or JustCall, PYLO reads from them as it always has.

What can I do from Claude or ChatGPT?

Connect Claude, ChatGPT or any MCP client to your workspace and ask it anything about your numbers. It reads the same figures you see, with what each one means. On Pro it can also make changes, each one a plan you approve with a code on your phone, and onboard a new client from deal terms to a tracked test lead.

What can the AI assistant see?

Your workspace, and only your workspace. It reads your live data to answer questions and cannot reach another client's numbers.

How do I know the numbers are right?

Open one. Every figure on your dashboard breaks down into the rows and conditions behind it, so a number that looks off gets checked in a few seconds.

Who can see commission figures?

You decide, per workspace. Reps either see their own figures or the whole team's.

Can I cancel any time?

Yes. Monthly billing, no lock-in, and you can export your data whenever you like.

More in support

Start with the numbers you already have.

Set up in a day. Your team working in it by tomorrow.