Most CRMs are generic. MerchPilot AI™ is purpose-built for our industry. It comes loaded with proven workflows for vertical markets, reorder triggers, appointment follow-ups, and seasonal campaigns—ready to launch. You can integrate your existing website with an AI Customer Service MerchBot®, You can include and live answer assistant, and the system will even send postcards (Personalized 1:1 Thank you notes and Birthday Cards), or when orders are shipped, or time to reorder!

Email blasts are one-size-fits-all—they hit your entire list at once, whether it’s relevant or not. That’s how you end up in spam or ignored entirely. MerchPilot AI™ watches what your contacts do—like clicking on a product, requesting a quote, or placing an order—and sends personalized follow-ups when it matters. Instead of noise, your emails feel timely, helpful, and intentional. That’s how you turn cold lists into warm conversations.

Not at all. If you can send an email, you can use MerchPilot. There is no coding needed. Emails and website landing pages use Drag and Drop editing.  If you get stuck, our live 24/7 support team will take your call, chat or zoom to get you back on track.  Plus, there are dozens of helpful videos. Want a partial or full agency managment solution? We offer that too.

Yes! Not a problem — MerchPilot is flexible. You can choose light support for just a few hours a week, or go all-in with our Done-For-You Agency Services Program. With this option, you’ll have a full marketing team at your side — complete with an account manager to handle strategy, project management, automation, and creative work. That means your team can stay focused on selling while we manage the backend: websites, funnels, branding, video, CRM setup, and more. In fact, with automation in place, you can focus on sales; we handle the automation and build the campaigns for you.  — MerchPilot™ takes care of the follow-up.

Included with all plans, you have access to 24/7 Live Support. Access via text, phone and Zoom. Our support team is certified experts on our platform, with over 50,000 satisfied users. If you run into an issue, we are here 24/7 to unblock you and get you back on track.

Definitely not. This is your co-pilot—loaded with 40 years of proven promo industry strategy, based on proven manual processes, and now implemented with automation workflows and real follow-up systems for the first time ever. It’s like plugging Cliff Quicksell and a top automation expert into your team.

Let’s say a lead fills out a form, requests a quote, or reaches out by phone, email, or voicemail. MerchPilot immediately responds with a personalized email—or even a voicemail—thanking them and confirming the next steps. It then schedules a follow-up email, sets a reminder for you to call, and automatically triggers a reorder reminder nine months later. It’s like cloning yourself—but for admin, follow-up, and marketing.

You’ll see it in real time. MerchPilot includes a built-in dashboard that shows open rates, click rates, meetings booked, and even reorders triggered. You’ll know exactly which campaigns and messages are driving revenue—no guesswork. You will hear from customers and prospects. There is no contract, and you can cancel at any time.

Because the world is changing fast—and those who use AI as a tool are already pulling ahead. Every lead you don’t follow up with is an order you might be missing. Distributors who automate early gain more consistency, convert more quotes, and reclaim hours every week. If you’re busy—or just inconsistent—this system quietly picks up the slack.

Remember: Sales leaders engage the Right Message. To the Right Person. At the Right Time.
You can only do that with Marketing Automation built for our industry.

We work with many companies in and for the Promotional Products Industry — from independent distributors and suppliers to growing solopreneurs and large sales teams. Our customized approach allows us to tailor every strategy to your unique goals, structure, and scale.

Unique to the promo industry, our MerchPilot Mockup Studio empowers suppliers and distributors alike.

Suppliers can instantly scale their mockup requests with our PSD Mockup Engine — generating product images, lookbooks, and landing pages in seconds.

For Distributors, you can automate mockups for dozens of contacts with just a few clicks. From product selection to mockup creation and emailing — it’s all done for you in seconds.

This alone expands your vertical marketing reach without spending hours sending individual mockups and lookbooks.

If you sell promotional products to schools, businesses, nonprofits, franchises, or corporate clients (really any industry) and you’re tired of chasing leads or forgetting follow-ups, and you want a better way to nurture leads with automation powered by AI, then MerchPilot™ is built for you. When we say its built for you, that's not lip service. Every email is personalized for you the sender, and personalized for the recipient! Say No To Email Blasts!!! Send 1:1 communications at scale.

With the Right Message. To the Right Person. At the Right Time.

MerchPilot™ AI includes guided setup videos to help you get started quickly — typically during the first few days of your free trial. Because MerchPilot is built specifically for promo industry sales professionals, your account comes preloaded with industry-specific content, campaigns, landing pages, and proven strategies.

Connecting your business Gmail or Outlook email (which syncs directly with MerchPilot) usually takes about 30 minutes. Most users are fully set up within just a few days.

Our Momentum and Accelerator plans include extended White-Glove Setup, covering all the technical details so you can stay focused on selling. This includes three one-hour sessions during your first month to keep you on track and ensure success.

Launch-tier users can optionally add White-Glove Setup for a small one-time fee.

AI will not replace you. But your competitors — and the online tools they’re using — are already moving toward it.

AI won’t take your place, but those who embrace marketing automation and AI tools will always stay five steps ahead. Think of it as a sales assistant that never sleeps.

MerchPilot™ AI handles the repetitive tasks that usually fall through the cracks — follow-ups, reminders, and outreach — so you can spend more time doing what matters most: being the face of your business.