BusinessPilot CRM

Comprehensive CRM Solution

Our CRM system is designed to streamline and enhance your customer relationship management by providing a robust set of tools that help you build and maintain strong customer profiles. Here’s what our CRM offers:

Customer Profiles

Our CRM allows you to create detailed customer profiles that store all relevant information about your customers. This includes contact details, preferences, and any other information that helps you understand your customers better.

Order, Quote, and Invoice Management

Easily manage and attach orders, quotes, and invoices directly to each customer profile. This ensures that all transactional data is centralized, giving you a clear and organized view of each customer’s history with your business.

Customer Notes

Enhance your sales team's ability to build meaningful customer relationships by creating detailed notes for each customer. These notes allow your team to document important interactions, preferences, and strategies, ensuring that everyone is on the same page when it comes to customer engagement.

CRM Analytics

Gain valuable insights with our CRM analytics tools. View comprehensive statistics on customer spending, orders placed, and other key metrics. This data-driven approach helps you make informed decisions to improve customer satisfaction and drive sales.