BusinessPilot Admin Suite
BusinessPilot Admin Suite is a comprehensive business management platform designed for businesses that require greater visibility, control and flexibility across their operations. Building on the foundations of customer administration, sales processing and invoicing, Admin Suite introduces advanced CRM capabilities, enhanced sales management tools and more sophisticated financial controls, allowing businesses to manage growth with confidence from a single centralized platform.
Main Features
Customer Management
Sales Management
Invoice Management
Inventory Controls
Adept Model Switching
Event Scheduling
Leads and Prospects
Quotations Management
Task Allocation
Take Control of Your Business Today
As businesses expand, customer relationships become more complex, sales processes require greater oversight and operational decisions demand accurate, real-time information. Relying on basic administrative tools can create inefficiencies, limit visibility and make it difficult to maintain consistent service as workloads increase. BusinessPilot Admin Suite provides the structure and control needed to manage these challenges, helping organizations maintain efficiency while supporting continued growth.
By combining advanced customer relationship management, comprehensive sales tracking and enhanced financial administration within a single platform, BusinessPilot Admin Suite gives management a complete view of business performance. Teams can work more effectively, customer interactions can be managed more strategically and critical business information remains accessible whenever it is needed, creating a stronger foundation for long-term success.
Features List Breakdown
Customer Relationship 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.
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.
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 & Task Allocation
- 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.
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.
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.
Available Packages
Individual
R850.00 /mo
This individual Admin Suite package allows one administrative user access to the business account.
Reduced
R2399.00 /mo
This reduced Admin Suite package allows up to 3 user accounts access to the BusinessPilot dashboard.
Complete
R4999.00 /mo
This complete Admin Suite package allows up to 7 user accounts access to the BusinessPilot dashboard.
Grow Faster with BusinessPilot
With BusinessPilot Admin Suite everything you need to build a more efficient business is only a few clicks away.