BusinessPilot Comprehensive Suite
BusinessPilot Comprehensive Suite is an enterprise-level business management platform designed to unify administration, customer relationship management, sales oversight and production operations within a single integrated environment.
By combining the advanced capabilities of BusinessPilot Admin Suite with the workflow and production management tools of BusinessPilot Pipleline Management, the platform provides organizations with complete visibility and control across every stage of their business, from customer acquisition and order processing through to production, delivery and ongoing account management.
Main Features
Customer Management
Sales Management
Invoice Management
Inventory Controls
Adept Model Switching
Events Scheduling
Leads and Prospects
Quotations Management
Task Allocation
Order Processing
Employee Management
Jobs Management
Take Control of Your Business Today
As organizations grow, business processes often become fragmented across multiple systems, departments and teams. Customer information, sales activities, operational planning and production workflows can become disconnected, making it increasingly difficult to maintain visibility, accountability and efficiency. BusinessPilot Comprehensive Suite eliminates these challenges by bringing critical business functions together within a single centralized platform, allowing information to flow seamlessly across the organization.
By providing a unified view of customers, sales pipelines, operational performance, production activities and workforce allocation, BusinessPilot Comprehensive Suite empowers management teams to make informed decisions with confidence. The result is improved coordination between departments, enhanced productivity, greater operational transparency and a scalable foundation capable of supporting complex business requirements as the organization continues to grow.
Features List Breakdown
Customer Management
- Access to dedicated customer database.
- Create and store customer profiles.
- Update and edit customer profiles.
- Access personalised and historic customer information.
- Attach notes and documented records to each customer profile.
- Created time sensitive events and notifications for customer profiles.
Leads and Prospects
- Create detailed profile cards for potential clients and prospects.
- Organise leads into a contact pipeline by sorting them based on their buying journey.
- Create scheduled follow-up reports for your leads.
- Lead Scoring automatically ranks prospects based on potential buying intent.
Sales Management and Invoicing
- Record and process sales.
- Attach sales to customer profiles.
- Automatically record sales from created quotations.
- Access historic records of customer purchases.
- Design invoices through the template designer.
- Create invoices by attaching recorded sales to them.
- Historic invoice tracking and recording.
- Track payments and outstanding amounts owed on invoices.
Quotation Management
- Design your quotations through the template designer.
- Create quotes through the quotation management menu attaching products /sales items to customer profiles.
- Historic quotation tracking and recording.
- Send quotations to created customer profiles.
Order and Jobs Management
- Create jobs and assign them to customer profiles.
- Allocate tasks and project outlines to each job.
- Allocate employees to tasks.
- Real time tracking of task completion for each job for better Pipeline control.
- Create and design detailed job cards to each job.
- Live tracking and scheduling of active, inactive and completed orders.
- Historic orders and jobs recording.
Inventory Management
- Real time product and stock tracking.
- Category management and organisation for easy inventory locating.
- Stock notifications and alerts.
- Data storage of product codes, supplier codes and inventory costs.
Business Model Switching
- Adapt the platform for product-based or service-based operations.
- Configure workflows for retail, services, manufacturing or operations.
- Commercial businesses can manage stock-driven sales using inventory control, while service-oriented operations can work with flexible sales items and operational workflows.
Event Scheduling & Notifications
- Schedule important events and follow live notifications and reminders through the dashboard.
- Share deadlines and reminders with other users and team members.
- Keep track of scheduling conflicts and upcoming tasks.
- Create and allocate tasks to other users.
- Find allocated tasks in the notifications center.
Employee Management and Task Allocation
- Create employee profiles and store detailed information.
- Assign tasks to employees and use live time task tracking to view task statuses.
- Keep and view historic employee records.
Available Packages
Individual
R1250.00 /mo
This individual Pipeline Management package allows one administrative user access to the business account.
Reduced
R5499.00 /mo
This reduced Pipeline Management package allows up to 5 user accounts access to the BusinessPilot dashboard.
Complete
R9999.00 /mo
This complete Pipeline Management package allows up to 10 user accounts access to the BusinessPilot dashboard.
Grow Faster with BusinessPilot
With BusinessPilot Comprehensive Suite everything you need to build a more efficient business is only a few clicks away.