Every feature we've added, every problem we've solved — here's what's live in ConfigPilot today, and what's coming next.
ConfigPilot Monitor watches your Zoho CRM backend on a schedule — running structured checks across users, workflows, access and fields. When something unexpected changes, you know about it before it becomes a problem.
ConfigPilot's Configure module gives Zoho CRM admins a library of proven workflow templates, a natural-language builder to create new ones, and a Change Queue to review, stage, and execute — all with confidence.
From the setup explorer and AI health report through to configuration management, monitoring and audit trail — it's all documented on the features page.
Explore all features →Short product walkthroughs showing ConfigPilot in action — from first connect to day-to-day CRM admin.
ConfigPilot works with both Zoho CRM and Bigin. Bigin users get a tailored guide mode across workflow templates with step-by-step instructions matched to Bigin's pipeline-first structure — no checkbox noise, just clear guidance.
ConfigPilot is growing fast. Here's what we're building right now.
Your CRM configuration doesn't stand still. Fields get added, workflows change, access shifts. Monitor keeps watch so you don't have to — running scheduled health checks across your connected orgs, surfacing what's changed, and flagging what needs attention.
Clean dashboards for your clients. A portfolio view for you. Scheduled reports delivered straight to your inbox.
Available soon as part of ConfigPilot's growing feature set.
Invite your team or clients into a shared ConfigPilot workspace. Role-based access, shared snapshots, and collaborative change queues — so the whole team is working from the same picture.
Phase 2Point-in-time snapshots of your CRM configuration. Compare configurations across dates, export diffs for change management, and restore a known-good state when something goes wrong.
In PlanningJoin the beta today and get access to everything live — Explore, Configure, Govern, and more.