Autopilot vs Markate

Introduction to Autopilot and Markate

Autopilot and Markate are both popular CRM software programs that help small business owners stay organized, book jobs, and grow their companies. If you run a home service business like junk removal, pressure washing, or cleaning, you’ve probably heard of these two names. The tools they offer let you keep track of leads, manage jobs, send invoices, and even help with marketing.

Both companies offer mobile and web apps to make it easier to run your business from anywhere. Autopilot focuses more on automation and speeding things up, while Markate is known for its lower price and flexible add-ons. Choosing between the two depends on what your business needs and how you plan to grow it.

Autopilot CRM: Designed With Junk Removal in Mind

Autopilot was created by Andrew Thompson, someone who knows the junk removal business well. That’s because he ran a junk removal company before building this app. He also has a strong background in software development, which means he could build what business owners like him actually need.

This CRM is made to be simple to use but packed with tools to help junk removal businesses. It has advanced features, but it doesn’t feel overwhelming. Business owners can manage their day-to-day work, stay on top of leads and jobs, and stay in touch with customers—all without switching between lots of systems. It works on mobile and computer, and it keeps everything in one place.

Sales and Lead Management in Autopilot

One of the most useful things we found about Autopilot is how it helps track leads and jobs. You can see who called, where they came from, and if they booked a job—all within the same dashboard. It even records calls and turns them into notes, so you don’t have to remember every detail of a conversation.

This kind of lead tracking is helpful, especially when you start getting more calls. Knowing who is likely to book, who needs a follow-up, and who is ready for a quote helps business owners stay ahead of the game. You don’t need to use a notepad or forget which customer asked for what. It’s all there when you log in.

Keeping Up with Customers Using Autopilot Automation

Autopilot stands out when it comes to automation. After you finish a job, it automatically sends a follow-up message to the customer to ask for a review. It can also remind them about the next service or share a link to book again. This saves a lot of time and helps get more reviews online. More reviews often lead to more jobs.

The system also sends texts or emails automatically based on what the customer needs. Whether it’s a reminder, a thank-you note, or a quote, you don’t have to type it each time. This lets small teams look bigger and more professional, especially when time is tight.

Analytics and Insight Tools in Autopilot

Understanding where your money is coming from and what’s working in your business is very important. Autopilot provides charts and reports that show you which jobs bring in the most money, how well your team is doing, and if your marketing is working. It even ties in with your phone and your CRM so that you can see which calls led to booked jobs.

You don’t have to be a numbers person either. The way Autopilot shows data makes it simple to view your recent jobs, most profitable customers, and what needs fixing. Insights like these help you make smart choices without guessing or spending hours looking through papers.

Running Your Day-to-Day with Autopilot

Autopilot gives you tools to handle everything from scheduling to sending estimates and invoices. The built-in calendar lets you move jobs around easily and even assign them to specific team members. The dashboard gives a quick view of what’s coming up so nothing gets missed.

One special thing is that customers can book online directly from your website. Once they book, Autopilot adds it to your schedule, sends the customer a confirmation, and gets your team ready to go. With less back-and-forth, your business can run smoother, even when you’re busy out on jobs.

Communication Tools that Keep Everyone on the Same Page

When customers call your business, communication is key. Autopilot includes a built-in phone system that records and tracks calls. It can even write down what was said during the call using its transcription feature. You don’t have to worry about forgetting any details, especially if you have a lot of customers calling. This can also help team members know the situation before heading to a job.

You can also send texts and emails to customers right from the platform. If you’re out in the truck or at a site, you can still answer messages without stopping your work. Everything stays organized in one app, and your whole team can work together better.

Marketing Tools in Autopilot

Autopilot helps with marketing too. It lets you run email and text camp