Software in BusinessPilot
BusinessPilot provides a large number of software packages for usage. Different platforms and subscriptions contain different combinations of these software packages. To understand how each piece of software works and which platform of BusinessPilot it can be found, please consult the list of software below.
Inventory Management
Track and manage your product inventory in real-time. Keep stock levels updated, receive alerts for low-stock items, and ensure accurate product availability across departments. Whether you're managing raw materials, finished goods, or consumables, BusinessPilot helps you stay in control.
Customer Management
Build stronger customer relationships with a built-in CRM designed for efficiency. Track interactions, manage customer profiles, monitor communications, and provide a more personalized experience that leads to higher customer satisfaction and retention.
Project and Jobs Management
Central hub for managing all your company’s jobs, projects, or services with ease. Whether you operate in construction, manufacturing, engineering, or any service-based industry, this tool ensures that every detail is securely stored, organized, and accessible when you need it.
Sales Management
Simplify your sales process with powerful tools for managing individual sales items, bulk sales operations, and customer transactions. From generating new sales to reviewing past transactions, your sales data is organized, searchable, and easy to work with.
Quotation Software
The BusinessPilot Quotation Management system is designed to streamline the process of creating, customizing, and managing quotes, providing a versatile solution for businesses of all types.
Invoice Management
BusinessPilot's Invoice Management system offers a seamless way to generate, customize, and manage invoices, making it an essential tool for your business operations. Generate invoices effortlessly through BusinessPilot.
Order Management
Track the entire lifecycle of customer orders—from quotation to processing, fulfillment, and final delivery. Built-in tools allow you to monitor order progress, update statuses, assign team responsibilities, and generate documentation when needed.
Event Scheduling
Stay organized with a smart calendar system tailored to assist business needs with managing events and tasks. Schedule important events, meetings, delivery deadlines, and internal reminders to keep your team on track and aligned with business priorities.
Supplier Management
Easily manage your supplier relationships and streamline procurement. Track supplier details, purchase histories, delivery performance, and communication records—all in one place. Ensure consistent stock availability and better cost control with efficient supplier coordination.
Accounts Management
Keep your customer accounts organised and up to date. Monitor total spend, outstanding balances, payment history, and account activity over time. BusinessPilot makes it easy to stay on top of what’s owed, strengthen client trust, and ensure smooth financial operations.
Task Allocation
Track the entire lifecycle of customer orders—from quotation to processing, fulfillment, and final delivery. Built-in tools allow you to monitor order progress, update statuses, assign team responsibilities, and generate documentation when needed.
Data Analytics
Unlock insights that drive smarter decisions. With built-in data analytics, you can visualize performance metrics, track key trends, and monitor business health across sales, inventory, customer behavior, and more. Turn raw data into actionable strategies with easy-to-read dashboards and reporting tools.