About Us

Business Pilot is much more than just a Contact Relationship Manager (CRM). It is a suite of fully customisable reporting tools which will give you complete transparency on your company performance.

We offer a consultative business partnership solution to help streamline your organisation and provide visibility in every area. Our integrated platform is tailored to run your business from the initial enquiry creation all the way through to customer service and business analysis

There’s no hiding from the fact that a good CRM system helps companies stay connected to customers, streamline processes, and improve visibility and profitability.

The system's integrated platform is tailored to run organisations from the point of initial enquiry, through nurturing of potential customers and ultimately improving that crucial business analysis that helps companies evolve for the future. In a nutshell, BP gives a 360° view of your customers. It’s not just a system, it’s a philosophy!

Business Pilot is designed to integrate in to every part of your business and ensure that your your business runs smoothly. This is achieved by joining up every element of your business from lead generation, marketing ROI insight, to generating contracts and invoices, scheduling your team, and financial reporting.

CORE FEATURES

Leads

Leads are the life blood of all businesses and it is vital that they are managed correctly.

  • Lead source
  • Auto-loaded in to CRM
  • Chase reminders
  • No more human error

Sales

Whether you have a long or short sales process our tools will help you improve

  • Manage all communication
  • Upload images
  • Track quotes
  • Generate contracts

Operations

No more struggling to ensure a smooth and painless sales to operations handover

  • All sales info passed over
  • PO & invoices generated
  • Customisable templates
  • Drop & drop schedule

Financial

Understanding your business' financial situation is key to all leaders and our CRM gives you that

  • See total quotes value
  • Total sales numbers
  • Easy to read format
  • Updates live