Billing
Stripe
Plans are billed through Stripe's hosted checkout. Your subscription, invoices, and billing history live in the Stripe customer portal.
Integrations
Connect AdvocatePilot to your stack.
Stripe, SendGrid, and Twilio are built in. A REST API and webhooks cover everything else. There are no per-integration fees on any plan.
Built in
Three providers, wired and ready.
Email
SendGrid
Advocate invites and program email send through SendGrid once you add your API key. Until then, links are copy-and-paste.
SMS
Twilio
SMS invites and notifications send through Twilio once you connect a number, with opt-out handling built in.
For everything else
An API and webhooks, on every plan.
REST API
Campaigns, advocates, referrals, and rewards are available over a REST API, on every plan.
Webhooks
Referral and reward events get pushed to your systems as they happen, so your CRM or data warehouse stays current.
CSV import and export
Bring your advocate list in as a CSV. Export approved rewards as a CSV for your bookkeeper.
The honest part:we don't have native Shopify, HubSpot, or Salesforce apps today. Teams that use them connect through the REST API and webhooks, or move data with CSV. If a native app is a dealbreaker for you, one of the tools on our comparison page may fit better today.
Start with what's built in.
Billing works out of the box. Email and SMS take an API key. The rest is up to you.