The Distributor Operating System^_TM

For Modern Promo Sales

⛔️ The Follow-Up Gap™

MerchPilot™ runs follow-up across email, SMS, and voice — automatically nurturing every prospect until they’re ready to buy or reorder.

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MerchPlot Marketing Automation made easy

★ ★ ★ ★ ★

“MerchPilot gave me a real follow-up system. I stopped worrying about what I forgot and started focusing on selling.”

Tammy W., MASI

Owner Distributor

Live Demo

How the Follow-Up Gap™ Gets Closed

While you're closing today's deals, MerchPilot.ai is nurturing tomorrow's opportunities. Watch how it automatically follows up with prospects at the perfect moment.

📩

Intelligent Follow-up Sequences Watch as AI crafts personalized messages that feel human, not robotic.

📅

Smart Meeting Coordination Seamlessly schedule meetings without the back-and-forth email chains.

📈

Real-time Pipeline Updates See your deals progress automatically as AI moves prospects forward.

98%

Follow-up completion rate
vs 27% industry average

40%

More deals closed
in first 30 days

18hrs

Saved per week
on manual tasks

TESTIMONIALS

What the experts say

"This is the system I never had"

"MerchPilot.ai is a total game-changer. This program is innovative, intuitive, and incredibly powerful—it will absolutely transform how salespeople manage, scale, and succeed in the world of promo merch sales. Highly recommended – it will change your business and personal life!”

- Cliff Quicksell, CSP, MAS+, MASI

"My life changed forever"

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- Your Name

"Highly recommend this"

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- Your Name

★ ★ ★ ★ ★

“Ron built more than a tool—he built a bridge between frustration and freedom... MerchPilot AI has transformed our sales process in the smartest way possible.”

Jaime Jay

CEO Founder

Here’s what the Follow-Up Gap™ looks like in
real distributor workflows — and how DOS™ resolves it.

Problem

Prospects go cold after initial contact

Solution

AI continues the conversation naturally

Problem

Reps forget to follow up consistently

Solution

Automated sequences that never miss

Problem

Lost deals due to poor timing

Solution

Smart scheduling based on behavior

Problem

Manual tracking of every interaction

Solution

Complete automation with full visibility

Features That Actually Work for Modern Promo Sales

Built by promo industry professionals, for promo industry Distributors and Suppliers.
Every feature solves a real problem you face every day.

💠 Core Feature

AI That Actually Follows Up

Never lose another prospect to follow-up failure. Our AI remembers every interaction and continues conversations naturally, just like your best sales rep would.

98% follow-up rate vs 27% industry average

⚡

Smart Timing

Reach prospects at the perfect moment with AI-powered timing optimization.

3x better response rates

🎯

AI DATA Enrichment

Turn new prospects and LinkedIn URLs into smart contextual content, for effortless, personalized emails

Enrich Contacts

Distributors Finally Feel in Control

What happens when follow-up runs itself.

★ ★ ★ ★ ★

“MerchPilot gives promotional businesses a smarter way to grow without the heavy cost or complexity of big-name CRMs. It’s built for how distributors actually work, combining the power of multiple marketing tools and the latest in AI technology into one connected platform. Their team truly understands the industry and makes implementation seamless, with support specialists who help companies get up and running fast — from workflows and automations to drip campaigns and beyond. The result is less confusion, more clarity, and a system that empowers promo sales teams to scale confidently without manually managing every step of the pipeline.”

RJ "The Promo CMO" Hagel

Fractional ‘Promo’ Marketing Leader

★ ★ ★ ★ ★

“MerchPilot gave me clarity and momentum at a time when I truly needed it. It helped me feel empowered again and gave me something positive to build toward.... I can actually slowly build this and see how it looks… I don’t need a team to manage it.

Kas Henry

Founder, KasHenry Inc

★ ★ ★ ★ ★

“I’m not a tech person, and MerchPilot has been a fantastic experience—simple, supportive, and genuinely easy to use... MerchPilot’s live support is beyond anything I could have asked for—you hit the help button and a real person walks you through it.” “The automation is a game changer: outreach happens while I’m doing other work, and by the time a lead reaches me, they’ve already shown real interest.”

Tammy Wisell

Chief Brand Builder

★ ★ ★ ★ ★

This is more than a tool—Ron built a bridge between slow manual follow-up frustration and freedom for us to focus on our priority clients. MerchPilot has transformed our sales and marketing process using AI in the smartest way possible.

Jaime Jay

CEO & Founder

★ ★ ★ ★ ★

“This is the fourth CRM we’ve used in six years, and MerchPilot is the game changer. By the time a lead gets to me, I already know they’re interested; Merch Pilot turns cold leads into warm ones like magic."

Keith

Distributor

★ ★ ★ ★ ★

"The level of service from Ron and his team is beyond belief—attentive, fantastic, and available 24/7! Exactly what we needed to get set up right... We’ve never had this level of support from any platform we’ve used before. Thank you!"

Paula

Promo Sales

What DOS™ Handles for You

One operating system that runs sales follow-up, marketing, and growth workflows behind the scenes.

DOS™ centralizes the workflows that typically pull distributors away from selling—CRM organization, follow-up logic, campaign execution, and automation planning—into one connected operating system.

For teams that want additional support, optional full marketing services are available. These services cover strategy, system setup, and execution, ensuring your automation is built correctly and runs smoothly from day one.

You stay focused on relationships, conversations, and closing deals. DOS™ handles the campaigns, automation logic, and ongoing execution behind the scenes. Optional services start at $13.75/hour.

With our optional full marketing services packages, we provide a comprehensive strategy, setup, and execution services. You focus on building relationships and selling, while we handle the campaigns, automation planning, and implementation. This way, you can focus on selling while we care implement state-of-the-art marketing automation. Starting from $13.75/hour.

View full menu of services

Workflow Automations

Website Builder

Email & SMS Marketing

Integrated Payments

Social Media Planner

Sales Tracker

Forms & Surveys

Reviews

CRM

Sales Funnels

Webchat

Gererate Leads Live

See DOS™ at Work

See how MerchPilot.ai handles the heavy lifting while you focus on closing deals.

Video: MerchPilot Features 2 min

Simple, Transparent Pricing, No Surprises

Start with any plan and upgrade as your deal flow grows. All plans include our 14-day free trial.

Quick-Start Success

Launch Plan

Built for independent sellers who want more sales, less stress on autopilot – without the complexity

$129/mo

Billed monthly

Get Started

Launch plan features:

✓ Self Guided Video Onboarding Setup
✓ CRM + Automation
✓ Dashboards for all features
✓ 1 Sales Pipeline
✓ 2 Calendar Booking Funnel
✓ 2 Prebuilt funnels + Campaign (emails)
✓ Text and Graphic Email Campaigns
✓ Form Builder + Domain Mapping
✓ Hundreds of Landing Page Templates
✓ Phone + SMS Integration
✓ 3 Custom Branded Email Templates
✓ 2-Way Messaging
✓ AI Custom MerchBot®
✓ Platform trained AI Support & Marketing Bot
✓ 24/7 Priority Live Support - Chat, Zoom and Phone
✓ 3 Users
✓ 3,000 Contacts
✓ $20 Monthly Credit

Built for Growth

Momentum Plan

Best for growing teams

$349/mo

Billed monthly

Get Started

All Launch Features Plus:

✓ Four Hours of 1:1 Admin Setup
✓ Unlimited Pipelines
✓ Calendar Integration for All Users
✓ Social Planner
✓ Facebook Messenger Integration
✓ Unlimited Branded Email Templates
✓ Web Chat Widget
✓ Quarterly Strategy Review Call
✓ 24/7 Priority Support - Chat, Zoom and Phone
✓ 6 Users
✓ 30,000 Contacts
✓ $100 Monthly Credit

Advanced Team Plan

Accelerator Plan

For advanced teams ready to scale with full automation and branded AI

$597/mo

Billed monthly

Get Started

All Momentum Features Plus:

✓ Unlimited Sales Pipelines
✓ Unlimited Funnels & Websites
✓ Unlimited Calendar Booking Funnels
✓ Unlimited Branded Email Templates
✓ Vertical-Specific Campaign Workflows
✓ Advanced SMS (Text-to-Pay, Reminders)
✓ Google My Business (GMB) Integration
✓ Custom Branded MerchBot® AI and Voice AI
✓ 24/7 Priority Live Support - Chat, Zoom and Phone
✓ Up to 15 Users
✓ 50,000 Contacts
✓ $200 Monthly Credit

Have questions? 📆 Book 30 min discovery call.

Our award winning support team have helped hundreds of sales teams. Here's what they asked:

FAQs

What is MerchPilot AI™ exactly?

MerchPilot AI™ is the Distributor Operating System (DOS) for the promotional products industry.

It replaces scattered tools and manual follow-up with one intelligent system that keeps your sales, clients, and campaigns moving—automatically.

MerchPilot isn’t another app to manage.

It’s a system that works with you, quietly handling the work that slows distributors down so you can stay focused on relationships, revenue, and growth.

Whether you’re an independent rep, a growing sales team, or managing multiple client accounts, MerchPilot AI™ gives you what most distributors are missing:

Clarity. Consistency. Control.

In short, MerchPilot AI™ helps you work smarter, not harder—turning every follow-up, every promo, and every client touchpoint into an opportunity to grow your business.

How is this different from other CRMs or email tools?

Most CRMs store information.

MerchPilot runs your follow-up.

It’s purpose-built for the promotional products industry, with proven workflows for quotes, samples, reorders, events, and seasonal campaigns—when integrated, its an co-pilot for follow-up.

Instead of generic automation, MerchPilot acts like a behind-the-scenes teammate that keeps leads warm, clients engaged, and opportunities moving forward.

I already do email blasts, how is this different?

Email blasts talk at everyone, at once, when you schedule the send. Was it the right time for everyone?

MerchPilot follows up with the right people, with the right message, at the right time.

It reacts to real behavior—clicks, form fills, quote requests, orders—and sends timely, personalized messages when they actually matter.

That’s how conversations start and deals close—without adding noise. Its about personalized messaging.

MerchPiliot™ sends the Right Message, at the Right Time, to the Right Person. That makes it personal and relevant.

Do I need to be tech-savvy to use it?

Not at all. If you can send an email, you can use MerchPilot.

There’s no coding. Pages, emails, and automations are drag-and-drop. Plus with our built in AI Builder, you can create landing pages, web pages, funnels, and workflows in minutes. All by chatting with the MerchPilot Builder AI.

And if you want help, live support and step-by-step guidance are built in—plus agency options if you want it done for you.

I don't want to learn a new 'system'. Are there options?

Yes. MerchPilot meets you where you are.

You can:

🚀 Use it lightly with templates and automation already set up

🚀 Or choose Done-For-You Agency Services, where our team builds campaigns, content, and workflows while you focus on selling

Either way, the follow-up runs without relying on your memory.

What are the support options?

All plans include 24/7 live support via chat, text, phone, or Zoom.

You’re supported by certified platform experts who help you stay unblocked, moving forward, and in control—without waiting days for answers.

Is this just another CRM?

No. This is The Distributor Operating System.

MerchPilot combines CRM, automation, campaigns, communication, and reporting into one system that actually does the work—instead of asking you to manage it.

Think of it as plugging a proven process into your business.

What does 'automation' really mean?

It means MerchPilot responds instantly—so you don’t have to.

Example:

Someone fills out a form, requests a quote, or calls your number.

MerchPilot™ can immediately send a personalized confirmation, schedule a follow-up, and trigger reminders for reorders or next steps.

It’s like cloning yourself for follow-up, admin, and marketing.

How do I know if it's working?

Everything is visible in real time.

You’ll see engagement analytics:

🚀 Open and click rates

🚀 Pages visited

🚀 Replies and booked meetings

🚀 Deals created and follow-ups triggered

🚀 Each contact scrored and prioritized, so you know who to call first

No guessing. No wondering. You’ll know exactly what’s driving momentum.

Why do I need this now?

Because the distributors winning right now aren’t working harder—they’re using systems.

While others rely on memory, inboxes, and reminders, AI-enabled distributors are delivering the right message to the right person at the right time—automatically.

Every missed follow-up is revenue someone else is capturing.

MerchPilot closes the Follow-Up Gap, replaces memory with a system, and keeps you competitive without adding more to your plate.

What businesses do you work with?

MerchPilot works in and for the promotional products industry.

That includes:

🚀 Independent distributors

🚀 Sales teams and agencies

🚀 Suppliers supporting distributor outreach

Our tools and workflows are tailored to how promo professionals actually sell. MerchPilot is based on over 40 years of promo product sales and marketing.

Who is this for?

If you sell promotional products to small businesses or enterprise businesses, schools, nonprofits, franchises, real estate, or any business that requires follow-up, —and follow-up feels manual or stressful—this is for you.

MerchPilot turns one-to-one emails, phone calls, and text messages into a scalable system without losing the personal touch.

Automate The Right Message. To the Right Person. At the Right Time.

How much set-up is required?

Very little.

Most users are live within a week using guided setup and prebuilt campaigns.

Email connection typically takes about 15 minutes.

For faster results, white-glove setup and onboarding sessions are available. It is a new methodology, and a few hours with the videos will get you up to speed. Planning your vertical market campaigns can be implemented within 5-7 days.

What does “AI” mean here? Will it replace me?

AI will not replace you. AI will support you. Although your competitors — and the online tools they’re using — they may replace you.

MerchPilot handles the repetitive work—follow-ups, reminders, outreach—so you can spend more time doing what matters most: Building relationships and being the face of your business.