TradepilotUSA Business Operations Suite

400+ Business Tools. One Platform. Everything Connected.

CRM, invoices, Creator Suite, AI agents, website builder, SEO, live visitor maps, receipt OCR, partner management, integrations, and enterprise security — built for every business, every industry.

Secure cloud accessModular setupBuilt for operations
27

Business Modules

10+

Live Integrations

2

AI Agent Systems

198

Database Tables

66

Stored Functions

216+

API Endpoints

Operations

Operations

The core tools your team uses every day — leads, orders, jobs, CRM, and customer records.

Leads CRM

Full lead lifecycle: capture, status, source tracking, follow-up, routing, activity timeline, and AI-drafted responses.

Order Management

Manage customer orders, partner submissions, deposits, statuses, production updates, and job records.

Jobs System

Create jobs with auto job numbers (JOB-YYYY-NNN), track materials, calculate estimated profit, and link to invoices.

Estimates

Build estimates with line items, send to customers, convert to invoices — all in one workflow.

Customer Management

Unified customer records connected to leads, orders, invoices, receipts, and communication history.

Activity Log

Complete audit trail of every action — lead status changes, order updates, user logins, and data modifications.

Lead Routing

Automatic lead assignment rules, marketplace listings, pricing rules, and routing recommendations.

Sales Pipeline

Pipeline view of every lead stage from capture to close, with stage counts and value tracking.

Financial Suite

Financial Suite

Complete financial operations: invoicing, job costing, receipt scanning, commissions, and payment collection.

Invoices

PDF invoice generation, line items, client portal, payment tracking, reminders, templates, and webhook events.

Invoice Payments

Track partial and full payments, payment dates, methods, and payment history per invoice.

Jobs & Materials

Job materials tracking with computed totals — quantity × unit cost with auto-recalculation.

Commission Engine

Rules-based commission calculation, locking, manual adjustments, residual tracking, partner wallet payouts.

Checkout Links

Create Stripe-powered one-click payment links — collect deposits, retainers, or spot payments via SMS or email.

Receipt OCR

AI-powered receipt scanning (OpenAI Vision) — extract vendor, total, and line items automatically.

Purchase History

Complete record of every scanned receipt and purchase, organized by vendor, category, and date.

Materials Catalog

Manage your materials library, track spend per job, and connect to purchase history and receipts.

Marketing & SEO

Marketing & SEO

Build websites, generate SEO pages with AI, track Google rankings, monitor indexing, and analyze traffic.

Website Builder

Full website editor with pages, templates, media library, forms, domain management, and publish workflow.

AI SEO Page Generator

Generate SEO landing pages in bulk with GPT-4. Review drafts, approve, publish, and track Google indexing.

SEO Toolkit

Sitemap management, URL inventory, crawl event history, index monitoring, and page optimization.

Google Search Console

Live GSC data inside TradepilotUSA: top pages, top queries, KPI summaries, daily ranking trends.

Sitemap Management

Sitemap builder with chunk management, sync jobs, rebuild control, and GSC submission.

Index Monitoring

Track which pages are indexed by Google, view crawl events, and identify indexing gaps.

SERP Intelligence

Serper-powered keyword rank tracking, SERP analysis, and competitive search intelligence.

Website Forms

Custom forms on your website with submissions, abuse protection, and CRM auto-creation from fills.

Analytics & Intelligence

Analytics & Intelligence

Real-time visitor visibility, geographic intelligence, page analytics, and traffic insights.

Live Visitor Map

Mapbox-powered real-time map showing every website visitor by city, state, lat/lng, page, and session time.

Analytics Dashboard

Hourly traffic heatmaps, page-type rankings, live city activity, and page-view event tracking.

Website Intelligence

Session tracking, visitor categorization (human vs. crawler), page-level engagement, traffic sources.

Page View Events

Full event log for every page view with device, referrer, session ID, and geographic data.

City-Level Reporting

See which cities are sending traffic — powered by MaxMind GeoIP and US geographic data pipeline.

Video Event Tracking

Track video play, pause, completion events on your website pages.

Module Usage Logs

See which platform modules your team is using most, and when.

Google Analytics-Level Data

Hourly heatmaps, page ranking views, live session counts, and crawl vs. human segmentation.

Communications Hub

Communications Hub

SMS, voice calls, email automation, team chat, and notifications — all in one system.

Two-Way SMS & MMS

Inbound and outbound SMS threads with MMS support, contact matching, and full conversation history.

AI-Suggested Replies

AI drafts SMS and email reply suggestions based on conversation context and your business rules.

Voice Calling

AI-assisted outbound call queuing — approve, schedule, and log calls from inside TradepilotUSA.

Call Recording

Record calls with consent controls, store recordings in Supabase, and retrieve from call log.

Call Transcription

Automatic transcription of calls — search, read, and reference call content.

Email Automation

30-step email sequences, 7 audience segments, HTML templates, send-time scheduling, and duplicate-send prevention.

Team Chat

Internal messaging with file attachments, image sharing, read receipts, and admin inbox view.

Gmail Integration

OAuth Gmail connect, inbound email polling, email threading by contact, and CRM sync.

AI & Automation

AI & Automation

Two autonomous AI agents, AI content generation, receipt scanning, voice AI, and workflow automation.

Leads AI Agent

GPT-4 agent that analyzes every inbound lead event, drafts follow-up actions (SMS, email, routing), and learns from operator feedback.

Partner AI Agent

12 automation modes: partner onboarding, order alerts, engagement re-activation, approval workflows, and SMS/email dispatch.

AI Business Assistant

GPT-4 chat assistant for scripts, quotes, content, business questions, and operational guidance.

AI SEO Generation

Bulk SEO page generation using OpenAI — structured prompts, draft review, approval, and publish.

AI Reply Learning

Tracks which AI-suggested replies were accepted, edited, or rejected to improve future suggestions.

Receipt OCR (AI Vision)

OpenAI Vision scans receipt images to extract vendor, date, totals, and itemized line items.

AI Voice (iPlum)

iPlum business phone integration for AI-assisted call routing and SMS automation.

Workflow Automation

Trigger-based automations connected to lead events, order status changes, partner activity, and integration syncs.

Partner & Contractor Network

Partner & Contractor Network

Full partner portal, AI-powered partner automation, contractor management, commission tracking, and geographic coverage.

Partner Portal

Partners get their own dashboard with leads, orders, resources, training, tracking activity, and commission records.

Partner Tracking Links

Auto-generated tracking URLs per partner — measure referral traffic, clicks, and page views.

Partner AI Agent

Automated onboarding sequences, order alerts, re-engagement campaigns, and approval-gated action dispatch.

Commission Dashboard

Partners see their earnings, pending commissions, paid history, and wallet balance.

Contractor Portal

Contractors get their own portal with service areas, job access, wallet, and category management.

Contractor Service Areas

Map contractor coverage by US city, state, and service category for lead routing.

Partner Resources

Upload and share training docs, videos, and downloadable assets to partners in-portal.

SMS Opt-In

Partners opt in to receive SMS notifications — AI-drafted order alerts and updates delivered instantly.

Integrations

Integrations

10+ live integrations built directly into the platform — no Zapier, no setup fees.

Stripe

Subscriptions, one-time payments, Stripe Connect partner payouts, checkout links, and webhook processing.

Telnyx

SMS, MMS, two-way conversations, AI-drafted replies, webhook delivery, and message status tracking.

OpenAI

GPT-4 agents, Vision OCR, SEO content generation, AI business assistant, and realtime responses.

Shopify

Page sync, product catalog sync, customer sync, and Shopify webhook processing.

Gmail API

OAuth inbox connection, inbound email polling, thread syncing, and contact-level email history.

FreshBooks

OAuth accounting connection, invoice sync, and financial data integration.

Google Search Console

Daily GSC data pull, top pages, top queries, KPI aggregation, and index status.

Mapbox + MaxMind

Interactive geographic maps powered by Mapbox GL and real-time GeoIP by MaxMind.

Creator Suite

Creator Suite

The operating system behind content creators — manage brand deals, sponsorships, UGC, rate cards, bio links, collabs, and platform analytics.

Sponsorship Pipeline

Kanban board for every brand deal stage from outreach to paid — track contracts, deliverables, and deadlines.

Brand Deals

Manage active sponsorships: rates, deliverables, payment status, usage rights, and brand contact history.

Rate Card Builder

Set your pricing for every platform (Instagram, TikTok, YouTube) and content type — copy and share with brands instantly.

Link in Bio Manager

Replace Linktree — manage all your bio links, toggle active/inactive, track click counts, and reorder by drag.

UGC Portfolio

Showcase your best brand work with a visual portfolio — feature top pieces and share with prospective clients.

Collab Tracker

Track shoutout swaps, joint ventures, revenue splits, and co-created content with other creators.

Platform Stats Tracker

Log weekly follower counts, reach, impressions, and engagement rates across every platform you use.

Creator AI

GPT-4 chat for pitch scripts, captions, brand email drafts, content strategy, and business planning.

Creator CRM

Full contact management for brands, agencies, sponsors, and media contacts — linked to deals and history.

Content Calendar

Schedule posts across Instagram, TikTok, YouTube, LinkedIn, and more — with timezone-aware scheduling.

Media Kit Builder

Generate branded PDF media kits from 7 templates — include stats, rate card, and UGC samples.

Creator Analytics

Unified revenue dashboard: sponsorships, affiliate income, and invoice totals — all in one view.

Security & Multi-Tenant

Security & Multi-Tenant

Enterprise-grade security, audit trail, multi-company management, and 5-role access control.

Row-Level Security

Every one of 198 database tables has RLS enabled — data isolation enforced at the database level.

App-Wide Audit Trail

Every INSERT, UPDATE, DELETE is captured to audit logs with user, IP, timestamp, and full row snapshot.

One-Click Row Restore

Restore any deleted or changed record instantly using restore_app_audit_log_entry() — no manual SQL needed.

5-Role Access System

Admin, operator, business (customer), partner, and contractor — each with distinct permissions and portals.

Multi-Company Support

Users can belong to multiple companies and switch active company context from one login.

JWT Authentication

All API routes verify JWT tokens — service role key never exposed to client-side code.

Team Members

Invite team members with role-based permissions, operator access controls, and login session tracking.

Login Session Tracking

Track user login sessions by browser, device, IP, city, and state — full access audit.

Ready to see it working for your business?

Start free to explore all 27 modules — leads, invoices, voice, SMS, SEO, analytics, AI agents, partner management, and more. No credit card required for the trial.

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