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Features

Every module your agency needs, built in

From client records to secure credential storage, each module works together as one connector-driven platform.

Client Management

A single source of truth for every client relationship — contacts, contracts, notes, and history in one record.

  • Full client profiles with contacts and notes
  • Contract and renewal tracking
  • Client-level activity history

Website Management

Track every property you manage for clients, regardless of platform, with status and ownership at a glance.

  • Central registry of every managed site
  • Stack, status, and ownership tracking
  • Linked directly to client records

Teams

Role-based access built for agencies with designers, developers, and account managers working side by side.

  • Granular role-based permissions
  • Per-client and per-project team assignment
  • Activity visibility scoped by role

Vault

Encrypted storage for credentials, API keys, and secrets, shared safely across your team by role.

  • AES-256 encrypted secret storage
  • Scoped sharing by team and role
  • Full access audit trail

Tasks

Plan, assign, and ship work across every team and every client from a single board.

  • Kanban-style boards per client or project
  • Assignees, due dates, and priorities
  • Synced with the workspace timeline

Documents

Store, version, and share proposals, contracts, and files directly with your clients.

  • Versioned file storage
  • Client-facing sharing links
  • Organized by client and project

Hosting

Keep hosting accounts and server details organized instead of scattered across spreadsheets.

  • Hosting account registry
  • Linked to websites and clients
  • Renewal and expiry reminders

Domains

Track every domain, registrar, and DNS configuration your agency manages.

  • Domain and registrar tracking
  • Expiry alerts before renewal deadlines
  • DNS record reference per domain

Timeline

A chronological feed of everything happening across your workspace, filterable by client or team.

  • Unified activity feed
  • Filter by client, team, or module
  • Exportable for client updates

Reports

Client-ready reports generated automatically from live agency data — no manual copy-paste.

  • Automated, scheduled report generation
  • Branded, client-ready output
  • Pulled directly from live data

WordPress Connector

The first connector in the ProPilotX ecosystem, with live plugin, theme, and core monitoring.

  • Live plugin and theme version tracking
  • Core update visibility
  • One-click update triggers

Monitoring

Coming Soon

Real-time uptime and performance monitoring across every connected site and service.

  • Uptime checks across connectors
  • Performance and response-time tracking
  • Alerting on incidents

Updates

Coming Soon

Automated, safe update pipelines across every connected platform.

  • Scheduled update windows
  • Pre-update safety checks
  • Rollback on failure

Backups

Coming Soon

Scheduled, verified backups across every connector, managed from one dashboard.

  • Scheduled automated backups
  • Backup verification and retention
  • One-click restore

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