Introducing our integration with Xero
Reason For Update: Over at Business Pilot we want to provide you with the best CRM that can make those daily tasks easier and quicker; accounting and finance being one of them. How does it work? Much like our other integrations, to link your organisation to Xero within Business pilot you will be required to […]
Update: New purchase order features, new placeholders and additional export features
Reason For Update: It may have been a few weeks, but don’t panic we have an assortment of updates for you. Our last update we mentioned some exciting developments which are incoming soon and we can’t wait to share these with you, but to ensure we are continually improving the CRM we have some great […]
Updates to Invoices and additions to financial areas
Reason For Update: Business pilot is very proud of its financial areas and how these can be beneficial for all businesses. We are continuing to introduce new features and improve the current ones, to continually make your daily business tasks easier and quicker. New ‘Manage VAT Code’ Option This new option is to allow our […]
Additional Updates: New and updated Reports, Schedule Board improvements, App updates and more!
Reason For Update: At Business Pilot we want to ensure you can pull reports at the click of a button and you have the necessary information right in front of you. We plan to continuously improve and update the fundamental areas of the CRM to ensure your reports are constantly detailed and beneficial. Status History […]
Introducing our newest feature….Custom Fields!
Reason For Update: At Business Pilot we want to be able to give you the information and details you require to run your Business as effectively as possible. However, the information requirements may differ for each Business. For this reason we are introducing customisable fields to create your own fields specific to your system. What […]
Updates: New PO Alerts on Schedule Board, new Admin area, Manage Image Types, Placeholders and more!
Reason For Update: Business Pilot is about making those daily tasks easier and quicker, we are continuously discussing our and your development ideas. We have made further improvements as well as adding in new features. Outstanding PO’s on Job card. In line with the status bars and recent outstanding PO work this update now shows […]
Updates to Purchase orders, New Enquiry reports and MI Dashboards!
Reason For Update: Here At Business Pilot we want to ensure we are making continuous updates to all areas of the system to ensure everyone is able to get the most out of the CRM. Enquiry Reports There is a report for everything and now we have introduced Enquiry conversion reports. Along with the other […]
Introducing our latest feature: Object Tags
Reason For Update: We are Introducing Object tags to the CRM. At Business Pilot we believe in being able to find the necessary information swiftly and effortlessly. Object tags allows you to add/tag additional information into a Contact , Lead or Contract. Like Document Tags which we already have in the system ‘Object’ tags can […]
Schedule board updates, admin & manage areas, plus more!
Reason for update: To ensure you are continuously getting the most out of Business Pilot we are always looking at possible development within the CRM. The schedule board has seen multiple updates this time. From Schedule board exports to additional information being featured within the job card, plus to make sure you can still manage […]
Additional roles, Links To The Schedule Board And More
Reason For Update: This is our first major release since the FIT Show, due to this the release is bigger than normal. There are lots of new areas of the system where there has been an improvement and changes so please do take time to read through all of the features to ensure you are […]
Customisable Exports and Manage Area Changes!
Reason For Update: We have included customisable exports to excel, change field options to include in your pipeline and a host of other manage options! Yes, you can force the quoted value to be entered before it’s marked as quoted. It’s great right! In addition, a few features to help with deactivation and reallocation as […]
Schedule Board Improvements and a few additional features
Reason For Update: We have improved our schedule board further by adding fitting values to the board, call details to our service call overlay and expanded on the limitations on the number of bookings you can schedule. In addition, we have made improvements to our recent releases on the Fensa Portal, emails, and Stock system. […]
