CRM
Send vendors requests for quotes and purchase orders via the Web Portal. Give your vendors Web Portal access and they will always be able to access the information they need. Send clients estimates and invoices via the Web Portal.

Project Requests
Enable clients to submit project requests via the Web Portal. MarketingPilot provides comprehensive, flexible and easy to use project request management.

Calendars
Web Portal users can view the marketing calendar and manage activities on the calendar such as meetings, events, trade shows, etc.

Attachment and Documents
Web Portal users can upload and download files, documents and digital assets. MarketingPilot users can share documents and digital assets with Web Portal users.

Component Requests
Web Portal users can submit requests for components - promotional items, brochures, etc. - MarketingPilot tracks requests, sends alerts via email and manages inventory.

Routing and Approvals
The Web Portal provides a fully integrated approval system. With MarketingPilot you'll know when an item was routed, and when the item was approved. You can annotate and markup assets and documents online. MarketingPilot creates an audit trail and provides clear accountability.

Email Alerts
Automatic reminders, alerts and notification keeps all Web Portal users aware of the status of every project and activity.

Time Slips
Give contractors and service provides Web Portal accounts so that they can submit their time sheets without rekeying by the marketing staff.

Travel
Web Portal users can view their travel itineraries.

Security
MarketingPilot provides a layered approach to security. You can choose an appropriate level of security depending upon your needs. The MarketingPilot Web Portal is designed so that users can only see information that belongs to them. You can deploy the MarketingPilot Web Portal behind a firewall for more security.

Your Look and Feel
The user interface can be customized to include your logo, fonts, design and branding.