Everything your sales office needs. Nothing it doesn't.
ParkPilot CRM is simple to use, built mobile first and tailored to holiday park sales. Leads arrive automatically, tasks keep everyone on track, and park tours go straight into your Microsoft 365 or Google Workspace calendar, so your team spends less time on admin and more time with buyers.
Mobile First
A web application designed for the phone first, then scaled up for tablet and desktop. Your sales team can manage leads, tasks and appointments from wherever they are on the park.
- Nothing to download or install: open it in your phone’s browser and sign in
- Add a lead, set a task or book a park tour in a few taps
- Today’s tours, call-backs and follow-ups on one screen
- Notes and lead updates added while walking the park with buyers
- The same up-to-date information on phone, tablet and office computer
Automatic Lead Capture
Leads are added to the CRM automatically from your marketing channels and sources, so nothing waits to be typed in.
- Website forms, social media, advertising campaigns, email and ParkPilot AI enquiries arrive automatically
- Every lead tagged with its source, so you know which marketing works
- Phone calls and walk-ins logged in seconds
- Shared fairly across the team, with an instant, on-brand reply while interest is hot
Sales Pipeline
A board built around the four stages of a holiday home sale.
- Drag-and-drop stages from Enquiry to Closed Sale
- Customisable to match your sales process
- Lead cards show budget, stage and next task at a glance
- Stale lead alerts so nothing goes cold
Tasks & Follow-ups
Every advisor starts the day knowing exactly who to call, what to send and who needs a nudge.
- Follow-up tasks created automatically when a lead arrives
- A clear daily task list for every advisor
- Reminders before a warm lead goes cold
- Managers see what is done and what is overdue
Park Tours & Appointments
An appointment is a park tour, not a single-property viewing: time for your team to show buyers the park and get to know them. Every tour links directly to your Microsoft 365 or Google Workspace calendar.
- Book park tours straight into each advisor’s own diary
- Works with Microsoft 365 and Google Workspace calendars
- Automatic text and email reminders to buyers
- Tour notes and next steps logged against the buyer
Finance & Part-Exchange
Valuations, model year, licence terms and finance settlement in one place.
- Part-exchange valuations with model year and condition
- Finance partner handoffs tracked to completion
- Deposit and payment milestones with alerts
- Document checklist for a smooth handover
Owners & Aftercare
Pitch fee renewals, upgrade opportunities and referrals, tracked automatically.
- Pitch fee renewal reminders, never missed
- Upgrade and part-exchange windows flagged
- Referral tracking turns owners into a lead source
- Owner satisfaction check-ins after handover
Reporting & Forecasting
Forecasts that understand the season, so you see where you will land in time to act.
- Live pipeline value and forecast to season end
- Advisor conversion rates and activity dashboards
- Lead source reporting: which channels bring buyers who tour and buy
- Export-ready reports for group and board meetings
Integrations
Connect the tools your park already uses, including ParkPilot AI.
- Microsoft 365 and Google Workspace calendar sync for every advisor
- Leads from your website, social media and advertising added automatically
- Qualified enquiries from ParkPilot AI agents flow straight in
- Open API for park management systems
Importing, mobile and calendars
We import them for you during onboarding, from spreadsheets, generic CRMs and most park management systems, so your sales history, current prospects and owner records are there from day one. Group plans include full data migration across your parks.
From first enquiry to keys in hand.
See ParkPilot CRM set up around your park, your team and your sales process in a 30-minute walkthrough.