BusinessPilot Pipeline Management
BusinessPilot Pipeline Management is an advanced workflow and production management platform designed to help businesses plan, manage and monitor every stage of their operational processes. From order intake and job creation to employee task allocation and production tracking, the platform provides a centralized environment where teams can coordinate activities, manage workloads and maintain complete visibility across active projects and production pipelines.
Main Features
Customer Management
Order Processing
Jobs Management
Inventory Management
Adept Model Switching
Event Scheduling
Employee Management
Task Allocation
Turn Complex Operations Into Manageable Workflows
As businesses handle increasing numbers of orders, jobs and production activities, maintaining visibility across multiple departments and teams becomes increasingly difficult. Without a structured workflow, tasks can be delayed, responsibilities become unclear and important information can be overlooked. BusinessPilot Pipeline Management provides the oversight required to manage complex operations efficiently, ensuring that every order, task and production stage remains organised and accountable.
By combining order management, job tracking, employee allocation and production monitoring within a single platform, BusinessPilot Pipeline Management enables businesses to streamline operations while improving communication between teams. Managers gain real-time insight into production progress, employees receive clear task assignments and organisations can maintain greater control over deadlines, resources and overall operational performance.
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.
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 project deadlines and reminders with other users and team members.
- Keep track of scheduling conflicts and upcoming tasks.
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
R950.00 /mo
This individual Pipeline Management package allows one administrative user access to the business account.
Reduced
R3499.00 /mo
This reduced Pipeline Management package allows up to 4 user accounts access to the BusinessPilot dashboard.
Complete
R6499.00 /mo
This complete Pipeline Management package allows up to 8 user accounts access to the BusinessPilot dashboard.
Grow Faster with BusinessPilot
With BusinessPilot Pipeline Management everything you need to build a more efficient business is only a few clicks away.