See, change, and protect every client org you manage.
Everything on the ConfigPilot platform — CRM structure explorer, safe change management, and health monitoring — scaled across your entire client portfolio. One partner dashboard, one login.
30-day free trial · no credit card required · annual billing saves 2 months
See / Change / Protect — now built for your whole client base.
The same intelligence your clients get, plus what it takes to deliver it across every org you manage: instant switching, safe change management at scale, and one subscription that doesn't punish growth.
See — full visibility into every client org
Connect every client Zoho org under your partner account. Switch between client accounts instantly — no logging in and out.
Change — safe config management at scale
Use the NLP builder, field designer, bulk editor, and change queue on any client org. Every change is tracked, queued, and approved — no accidental breaks.
Protect — catch issues before clients do
Schedule automated Monitor checks across your entire portfolio. Configuration drift detection and instant alerts mean you're never surprised by a silent break.
Branded reports, client-ready
Run structured health reports that impress clients from the first engagement.
One subscription, every client org
No per-org licensing to negotiate or pass through to clients. Connect as many client Zoho orgs as you deliver for under a single ConfigPilot subscription — it scales with your book of business, not against it.
Delivery infrastructure, not another dashboard
This isn't a report you show clients once. It's the tool your delivery team lives in — every config change, every health check, every client conversation runs through the same platform, so nothing falls through the cracks between engagements.
It adds a control layer across every client CRM, helping you manage complexity, reduce risk, and maintain quality as your portfolio grows.
Start free trial10×
faster risk assessment across your client orgs
Move between client orgs without the login friction.
Every delivery account you connect is automatically given the right switching behaviour for how many client orgs it can access — instant, one-click switching where possible, and a clean one-click reconnect only when Zoho actually requires it. No manual setup per client, no juggling logins, no guessing which client org you're about to change. It just works, for every org you add, from day one.
Choose the plan that fits your practice.
From single-client assessments to fully managed, monitored multi-org portfolios. Each plan builds on the last — upgrade as your client base grows.
Annual pricing shown — billed upfront, 2 months free. Equivalent monthly rate shown for reference.
Partner Assess
£29/mo
Flat rate — no annual option
Max 5 active clients at any time
Assess and audit client CRM configurations. Up to 5 active client orgs — remove one to add another.
- Up to 5 active client orgs
- Full Explore suite per client
- MetaData Centre
- System Health Report
- Automation Explorer
- Configuration Snapshots
- Zia Agent Readiness
- Extract All
Partner Build
£179/mo
✓ 30-day free trial included
Build and configure client CRM setups at scale. Unlimited clients.
- Unlimited client orgs
- Everything in Assess
- NLP Configuration Builder
- Field Designer
- Bulk Field Editor (CSV import)
- Picklist Manager
- Automation Manager
- My Tasks & Change Queue
- Audit Trail & Change History
Partner Manage
£249/mo
✓ 30-day free trial included
Full platform — includes continuous health monitoring across all client orgs.
- Unlimited client orgs
- Everything in Build
- Continuous Monitor (per client)
- Configuration drift detection
- Scheduled health checks
- Automated alerts
- Security & Access analysis
Partner Scale
Custom
Bespoke commercial terms
Everything in Manage plus dedicated support, custom SLA, and volume pricing for large practices.
- Unlimited client orgs
- Everything in Manage
- Dedicated account manager
- Custom SLA
- Volume commercial terms
- Priority onboarding
- Direct support channel
Not sure which partner tier fits?
See every feature across Assess, Build, Manage, and Scale, side by side.