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TradepilotUSA

tradepilotusa.com

Free plan WebAPI
Visit tradepilotusa.com
Spec score 7.9 #8 of 27 in Franchise Management Software

What it is

TradepilotUSA is a web-based business operations platform that brings CRM, invoicing, visitor maps, SEO automation, partner management, receipt tracking, and AI tools into one dashboard. Its lead and order workflows track contacts, notes, statuses, follow-ups, jobs, deposits, fulfillment, and partner submissions. Users can create invoices, monitor balances, and collect payments through Stripe. The AI Business Assistant answers questions about business data in plain English, while workflow automation covers lead intake, follow-ups, notifications, and reports. The maker lists live integrations including Stripe, Telnyx, OpenAI, Shopify, Gmail API, FreshBooks, Google Search Console, Mapbox GL, MaxMind GeoIP, iPlum, Serper, and Resend. Starter is free and previews CRM and invoice workflows, visitor maps, SEO automation, and partner tools. Growth uses module-based pricing; the Complete Platform is custom-priced. Businesses can request custom workflows, portals, automation, implementation, and platform setups. TradepilotUSA says browser traffic, stored data, and backups are encrypted, with role-based access and row-level security.

Spec sheet

What it does
TradepilotUSA is a modular business-operations suite combining CRM, invoices, live visitor maps, SEO automation, partner management, receipt tracking and AI tools.Read 14 Oct 2026 · tradepilotusa.com
Product
TradepilotUSA is a modular business operations platform combining CRM, invoices, live visitor maps, SEO automation, partner management, receipt tracking, and AI tools in one dashboard.Read 8 Oct 2026 · tradepilotusa.com
Integrations
Named integrations include Stripe, Telnyx, OpenAI, Shopify, Gmail API, FreshBooks, Google Search Console, Mapbox, MaxMind GeoIP, iPlum, Serper and Resend.Read 14 Oct 2026 · tradepilotusa.com
Security
The maker says browser traffic uses HTTPS and TLS encryption, stored data and backups are encrypted, and role-based access is enforced with row-level security.Read 8 Oct 2026 · tradepilotusa.com
Support
The contact page says support requests are routed to a specialist and typically receive a response within one business day.Read 8 Oct 2026 · tradepilotusa.com
License
The terms state that the software, code, designs, workflows, documentation and platform structure are owned by TradepilotUSA or its licensors; no open-source license is provided.Read 14 Oct 2026 · tradepilotusa.com
Headquarters
Doorplace USA identifies its base as Watauga, Texas, United States.Read 14 Oct 2026 · doorplaceusa.com
Founded
Doorplace USA describes its operation as existing since 2021.Read 14 Oct 2026 · doorplaceusa.com
Maker
TradepilotUSA is developed and operated by Doorplace USA, Inc.Read 14 Oct 2026 · tradepilotusa.com
AI agents
The site describes GPT-4-based lead, partner and voice agents plus an AI business assistant.Read 14 Oct 2026 · tradepilotusa.com
AI and automation
Its AI Business Assistant answers questions about business data in plain English, and workflow automation covers lead intake, follow-ups, notifications, and reports.Read 8 Oct 2026 · tradepilotusa.com
AI limitation
Terms require customers to review AI and automation outputs and disclaim guarantees that outputs are accurate, complete or error-free.Read 14 Oct 2026 · tradepilotusa.com
API payment model
Paid API services use stablecoin payments through x402 and require idempotency keys; a DoorPlace quote endpoint is free.Read 14 Oct 2026 · tradepilotusa.com
App-store identity limit
The Apple App Store listing named TradePilot is published by Tesselex Software Inc., not Doorplace USA, so it is not evidence of a TradepilotUSA mobile app.Read 14 Oct 2026 · apps.apple.com
Apple listing rating
The unrelated Tesselex TradePilot app is rated 5.0 out of 5 from 1 rating.Read 14 Oct 2026 · apps.apple.com
Communications
Communication tools include two-way SMS/MMS, browser calling, call recording, transcription, email sequences and team chat.Read 14 Oct 2026 · tradepilotusa.com
Compliance limitation
The company says TradepilotUSA does not hold application-level SOC 2, HIPAA or PCI-DSS certifications.Read 14 Oct 2026 · tradepilotusa.com
Customization
Businesses can request custom workflows, portals, automation, implementation, and platform setups, with pricing recommendations available through sales.Read 8 Oct 2026 · tradepilotusa.com
Data practices
The maker says it does not sell business data for advertising and does not use customer data to train AI models without consent.Read 8 Oct 2026 · tradepilotusa.com
Documentation
The documentation site provides getting-started material, module references, FAQ and contact-support links.Read 14 Oct 2026 · tradepilotusa.com
Independent review availability
GetApp lists TradePilot at $175 per month and shows no user reviews or feature ratings.Read 14 Oct 2026 · getapp.com
Integration breadth
The documentation says TradepilotUSA connects to more than 20 platforms and lists Stripe, Shopify, Google Analytics, Google Search Console, FreshBooks, Gmail, HubSpot, Slack, iPlum and Zapier.Read 14 Oct 2026 · tradepilotusa.com
Invoices
The invoicing module creates invoices, monitors balances and accepts Stripe payments.Read 14 Oct 2026 · tradepilotusa.com
Invoicing
Invoice tools let users create invoices, monitor balances, and collect payments through Stripe.Read 8 Oct 2026 · tradepilotusa.com
Lead and order management
The platform tracks leads, contacts, notes, statuses, follow-ups, jobs, deposits, fulfillment, and partner submissions.Read 8 Oct 2026 · tradepilotusa.com
Lead CRM
The CRM tracks leads, contacts, notes, statuses and follow-up activity.Read 14 Oct 2026 · tradepilotusa.com
Live visitor map
The platform shows website traffic in real time by geography and page.Read 14 Oct 2026 · tradepilotusa.com
Order management
Order management covers jobs, deposits, fulfillment and partner submissions.Read 14 Oct 2026 · tradepilotusa.com
Payments and compliance
Stripe handles payment processing, and the maker says TradepilotUSA does not hold application-level SOC 2, HIPAA, or PCI-DSS certifications.Read 8 Oct 2026 · tradepilotusa.com
Pricing limitation
Published pricing gives no dollar amounts for Growth or Complete Platform; both require contacting the company or requesting a custom setup.Read 14 Oct 2026 · tradepilotusa.com
Public API
A public agent-commerce API exposes catalog and OpenAPI 3.1 documents, RFC 9727 catalog metadata, an A2A agent card and MCP access.Read 14 Oct 2026 · tradepilotusa.com
Rating on G2
0.0 out of 5 from 0 reviewsRead 14 Oct 2026 · g2.com
Rating on GetApp
0.0 out of 5 from 0 reviewsRead 14 Oct 2026 · getapp.com
Receipt OCR
Receipt OCR extracts vendors, totals, line items and purchase history from uploaded receipts.Read 14 Oct 2026 · tradepilotusa.com
Refund limitation
The terms say subscription, setup, usage and service charges are generally non-refundable unless law or written company approval requires otherwise.Read 14 Oct 2026 · tradepilotusa.com
SDK or CLI
The developer page documents a Node CLI for listing services, inspecting schemas and submitting requests, but says it does not sign payments or retry purchases.Read 14 Oct 2026 · tradepilotusa.com
Security controls
Official security material claims HTTPS/TLS, encrypted storage, row-level security, role controls, email verification, account isolation and Stripe PCI-DSS Level 1 payment processing.Read 14 Oct 2026 · tradepilotusa.com
Self-hosting
The product is presented as hosted cloud software built on Supabase and Vercel, with no self-hosting package described.Read 14 Oct 2026 · tradepilotusa.com
SEO automation
Users can generate SEO pages, manage metadata and track rankings.Read 14 Oct 2026 · tradepilotusa.com
Who it serves
The maker describes the platform as built for contractors, service businesses, manufacturers, distributors, sales-driven teams, SEO-driven businesses, and growing businesses.Read 8 Oct 2026 · tradepilotusa.com

Plans and prices

Starter Free 14-Day Free Trial CRM and invoice workflow preview · live visitor map review · CRM and lead workflow review · SEO automation and partner tool review Read 14 Oct 2026 · tradepilotusa.com
Complete Platform Priced on request Custom setup Custom workflow planning · partner management · customer portals · AI business assistant options · implementation support Read 14 Oct 2026 · tradepilotusa.com
Growth Priced on request Module based CRM · leads · customer management · orders · invoices · receipts · materials · live visitor maps · SEO tracking · email · notifications · workflow automation Read 14 Oct 2026 · tradepilotusa.com

Every TradepilotUSA plan and price →

Strong points and limits

Strong points

  • Tracks leads, contacts, follow-ups, jobs, and deposits.
  • Invoices support balance monitoring and Stripe payments.
  • AI assistant answers questions about business data.
  • Starter plan is free and offers workflow previews.
  • Listed live integrations include Shopify and FreshBooks.

Limits

  • Paid Growth pricing is module-based.
  • The maker says it holds no SOC 2, HIPAA, or PCI-DSS certifications.

Who it suits

TradepilotUSA is aimed at contractors, service businesses, manufacturers, distributors, sales-driven teams, SEO-driven businesses, and growing businesses. Its modular and custom setup options may suit businesses seeking particular workflows or portals.

TradepilotUSA in depth

Read the full write-up

TradepilotUSA is a web dashboard for businesses that need customer, job, billing, marketing, and partner operations connected. It is most suitable for contractors, service companies, manufacturers, distributors, and sales-led or SEO-focused teams that can justify a configurable system. Choose it for breadth and customization; look elsewhere if you need published prices or formal compliance certifications.

Overview

TradepilotUSA combines CRM records with order and job progress, invoices, receipt tracking, SEO activity, partner workflows, live visitor maps, and AI tools. Leads can move through contacts, notes, statuses, follow-ups, jobs, deposits, fulfillment, and partner submissions in one operational trail. That continuity is useful when selling and delivering work involve the same staff; a narrowly focused CRM buyer may find the broader scope excessive.

The platform is web-based and headquartered in the United States. Its maker offers custom workflows, portals, automation, implementation, and platform setups, so the product can be shaped around an established process rather than forcing every business into a fixed template.

Key features

Invoice tools create invoices, monitor balances, and collect payments through Stripe. Growth adds receipts and materials, making the system more relevant to businesses that want billing and operational records together. Stripe processes payments, while TradepilotUSA states that it does not hold application-level SOC 2, HIPAA, or PCI-DSS certifications; organizations with those certification requirements should involve compliance reviewers before purchase.

Automation covers lead intake, follow-ups, notifications, and reports. The AI Business Assistant answers questions about business data in plain English, which could reduce routine reporting work, while consent controls matter because the maker says customer data is not used to train AI models without consent. SEO automation and tracking, live visitor maps, and partner management extend the platform beyond conventional sales administration.

Listed integrations include Stripe, Telnyx, OpenAI, Shopify, Gmail API, FreshBooks, Google Search Console, Mapbox GL, MaxMind GeoIP, iPlum, Serper, and Resend. Browser traffic uses HTTPS and TLS encryption; stored data and backups are encrypted, and role-based access uses row-level security. Support requests go to a specialist and typically receive a response within one business day.

Pricing

Starter costs nothing and includes a 14-day free trial. It is a preview rather than a full operating tier: CRM and invoice workflow review, live visitor map review, and SEO automation and partner tool review are the stated inclusions. It suits teams evaluating direction, but businesses needing production workflows will likely outgrow it.

Growth uses module-based pricing with custom pricing. It includes CRM, leads, customer management, orders, invoices, receipts, materials, live visitor maps, SEO tracking, email, notifications, and workflow automation. This is the practical tier for an operating service or sales business, although the absence of a published figure makes budgeting and plan comparison harder.

Complete Platform also has custom pricing and custom setup. It adds custom workflows, partner management and customer portals, AI Business Assistant options, and implementation support. It is aimed at growing organizations or multi-party operations that need configuration help, not buyers seeking a self-serve subscription.

Platforms

TradepilotUSA runs on the web.

Who it's for

Contractors, service businesses, manufacturers, distributors, sales-driven teams, SEO-driven businesses, and growing companies are the clearest targets. Royalty tracking, franchisee portals, and performance reporting also make it relevant to franchise operations. Businesses that require a fixed low-cost plan, a single-purpose CRM, or certified compliance should consider another tool.

Pros and cons

Pros

Connects lead, job, order, invoice, and partner activity instead of isolating those records.

Combines automation, SEO, maps, AI, and many named integrations in one dashboard.

Custom workflows, portals, implementation, royalty tracking, and franchisee support address complex operating models.

Encrypted traffic, encrypted storage and backups, and row-level security provide a defined security foundation.

Cons

Growth and Complete Platform require custom pricing, limiting upfront cost comparison.

Starter is primarily an evaluation tier, not a complete free operating plan.

The maker states no application-level SOC 2, HIPAA, or PCI-DSS certifications.

Web-only access may not suit teams requiring native mobile apps.

Alternatives

Choose FranConnect instead when you need a franchise platform spanning Android, iOS, macOS, Windows, web, and API access; its pricing also depends on modules, integrations, migration, and rollout. Franchora is another paid option with Android, iOS, and web platforms.

FranchiseKit is preferable for transparent monthly pricing: Email White Label is $20 a month and All-in-One is $79 a month, with a free trial but no free plan. Franovo offers a paid, web-based product with a free trial, while Mobbiz supports Android, iOS, web, and API.

BrandWide is a franchise-focused platform from Soffront Corporation, with Android, iOS, web, and API access. Claromentis supports web, mobile, API, and self-hosted deployments with pricing based on locations or chosen features. FranchiseMS is a paid Android, iOS, and web option from UK company Lighthouse Transitions, with its Core platform priced at £15 a month.

For broader category browsing, see Franchise Management Software and Restaurant Franchise Management Software.

Verdict

TradepilotUSA is a strong fit for a growing, operations-heavy business that wants CRM, billing, automation, marketing, and partner processes in one configurable web system. Its main reason to choose it is the breadth and customization; its main reason to look elsewhere is custom pricing combined with the absence of stated SOC 2, HIPAA, and PCI-DSS certifications.

Verdict

TradepilotUSA combines customer, order, invoicing, marketing, and partner workflows in a web dashboard. Starter is free, while Growth and Complete Platform pricing depends on modules or custom setup.

Where Specifiction places it

Alternatives to TradepilotUSAAll alternatives →