Invite-only betaThe platform is live and working — access is granted by invitation.

TacticalPilot

Onboarding & Workflow Automation CRM

A single workspace to onboard employees, enforce operational steps, assign permissions and route customer requests — multilingual and country-aware.

Onboarding stepsPermissions & groupsRole workflowsCRM routingMultilingual
Company activation, end-to-end
Beta
Standardize every new hire and keep an audit trail of tasks, approvals and evidence.
TacticalPilot preview
  • Managers define required steps (email, tools, access, documents…).
  • Employees complete steps in a guided private workspace.
  • Requests and exceptions are routed with SLA, notes and evidence.
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How it works

Build role-based onboarding, permission-driven tasks, and CRM routing — in one consistent system.

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1

Onboarding workflow

Create a checklist for every role: accounts, email alias, devices, security rules, required documents, country-specific steps.

2

Permissions drive tasks

Assign permissions by group or individually. Each permission can automatically generate tasks and approvals.

3

CRM routing

Customer requests are routed to the designated employee/team, with SLA, status, notes and audit trail.

Country-aware operations

Roles and procedures can differ by country. TacticalPilot supports country-based rules, required steps and localized content.

Multilingual by design

Employees from different countries see steps and tasks in their language, while managers get unified reporting.

TacticalPilot is live (beta)

Access is currently invite-only. Send an email and tell us your company size and use-case to receive an invite.

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