We don’t believe in endless and confusing options. Just choose whether your users are involved in more than sales/surveying, only sales/surveying or even just on site activities such as fitters or service engineers. You can then decide what level of access you want to let them have later. Within the license types, you can apply further restrictions to access, according to your own requirements.
| MAIN SYSTEM FEATURES | Full Licence | Sales/Survey License | Site Only License | |
|---|---|---|---|---|
| ENQUIRIES ADDED AUTOMATICALLY FROM YOUR WEB FORMS | ||||
| MANAGE ENQUIRIES FROM ALL SOURCES | ||||
| SEE ACTIVITY FROM A CONTACT ACROSS MULTIPLE ENQUIRIES | ||||
| CREATE GDPR COMPLIANT MARKETING LISTS TO YOUR CUSTOMER BASE | ||||
| SHOW YOUR RECENT TRUSTPILOT REVIEWS IN YOUR DASHBOARD | ||||
| SEE YOUR PERSONALISED DASHBOARD SHOWING ALL YOUR DUE TASKS | ||||
| STORE ALL CUSTOMER AND CONTRACT DOCUMENTS WITHIN ONE PLACE | ||||
| USE POSTCODE LOOKUPS TO ENFORCE CLEAN DATA (NO ADDITIONAL CHARGES) | ||||
| MANAGE LEADS THROUGHOUT THE ENTIRE SALES PROCESS | ||||
| ORGANISE YOUR OWN DIARY OR HAVE OTHERS SET YOUR APPOINTMENTS | ||||
| MANAGE YOUR TASKS, DEADLINES AND DEPENDIENCIES | ||||
| SET LEAD TEMPRATURES (COLD > WARM > HOT) FOR LIVE LEADS | ||||
| EMAIL DIRECTLY FROM WITHIN THE SYSTEM WITH FULL TRACKING | ||||
| SEARCH FOR ANYTHING IN THE SYSTEM WITH OUR POWERFUL SEARCH TOOL | ||||
| CREATE AND MANAGE INVOICES WITH COMPLETE BUILT IN INVOICING SYSTEM | ||||
| EXPORT ALL FINANCIAL DATA TO YOUR ACCOUNTS SOFTWARE | ||||
| FILTER AND SORT ACTIVITY HISTORY ACCORDING TO EMPLOYEE, ACTIVITY ETC. | ||||
| GO PAPERLESS WITH EASY TO USE DIGITAL DOCUMENT TEMPLATES | ||||
| RECEIVE NEW APPOINTMENT BOOKING NOTICES BY EMAIL | ||||
| ENABLE KEY DETAILS AND ACCESS TO DOCUMENTS FOR USE ON THE APP | ||||
| MANAGE ALL YOUR REMEDIAL AND SERVICE CALLS | ||||
| EASILY SPOT TRENDS IN SERVICE CALLS/ MANUFACTURING ISSUES | ||||
| LOG AND RESOLVE COMPLAINTS EFFICIENTLY | ||||
| TRACK PROGRESS IN REAL TIME | ||||
| SAVE IMAGES, DOCUMENTS, VOICENOTES AND MORE | ||||
| VIEW ALL ACTIVITY FOR ANY OF YOUR CONTACTS/LEADS | ||||
| EXPORT ACTIVITY FOR CONTACTS/LEADS DATA TO PDF/EXCEL | ||||
| VIEW ALL ACTIVITY FOR ANY OF YOUR CONTRACTS/REMEDIALS/SERVICE CALLS | ||||
| EXPORT ACTIVITY FOR CONTRACTS/REMEDIALS/SERVICE CALLS DATA TO PDF/EXCEL | ||||
| MANAGE EACH PROJECT FROM START TO FINISH | ||||
| MANAGE YOUR INSTALLERS WITH AN INTERACTIVE SCHEDULE BOARD | ||||
| MANAGE BOTH INTERNAL AND EXTERNAL TEAMS ON THE SCHEDULE BOARD | ||||
| CREATE PURCHASE ORDERS TO TRACK, BOOK AND RESCHEDULE DELIVERIES AND REORDERS | ||||
| BULK UPLOAD SUPPLIER INVOICES AGAINST PURCHASE ORDERS | ||||
| EXPORT TO ACCOUNTS SOFTWARE | ||||
| SEND JOBS TO SALES REPRESENTATIVES (INC. TO THEIR APP) | ||||
| SEND JOBS TO YOUR SURVEYORS (INC. TO THEIR APP) | ||||
| SEND JOBS TO SERVICE ENGINEERS (INC. TO THEIR APP) | ||||
| SEND JOBS TO INTALLERS (INC. TO THEIR APP) | ||||
| ADD ALL/ANY COSTS TO JOB COSTS SHOWING TRUE COST OF ANY JOB | ||||
| SWITCH BETWEEN DIFFERENT VIEWS QUICKLY AND EASILY | ||||
| USE FILTERS AND SORT TO FIND INFORMATION FASTER | ||||
| CONTROL EVERY ASPECT OF ANY GIVEN PROJECT/CONTRACT | ||||
| MANAGE ALERTS AND INDIVIDUAL USER PERMISSIONS | ||||
| MANAGE USERS, ACCESS RIGHTS ETC. AS YOUR COMPANY CHANGES | ||||
| SEE AN ACURATE VIEW OF YOUR BUSINESS FORECASTS | ||||
| ACCESS REPORTING ON ALL AREAS OF YOUR BUSINESS | ||||
| VIEW COMPANY OR INDIVIDUAL PERFORMANCE LEVELS/TRENDS | ||||
| TRACK YOUR TOP PERFORMERS AND MANAGE INDIVIDUAL TARGETS | ||||
| CONSOLIDATE DATA INTO AUTOMATIC REPORTS | ||||
| VIEW ACTIVITY STREAM WITH USER AND SYSTEM GENERATED NOTES | ||||
| LOG PRODUCT GUARANTEES AND KEY CONTRACT INFORMATION |
| APP SPECIFIC FEATURES | Full Licence | Sales/Survey License | Site Only License |
|---|---|---|---|
| RECEIVE KEY APPOINTMENT DETAILS OF YOUR JOBS IN THE APP | |||
| NAVIGATE TO APPOINTMENTS WITH GOOGLE MAPS INTEGRATION | |||
| ACCESS YOUR APP ANYWHERE, ON ALL PLATFORMS | |||
| PREPARE FOR CUSTOMER MEETINGS/APPOINTMENTS/INSTALLS ON THE GO | |||
| COMPLETE MANDATORY QUESTIONS TO ENSURE YOU’RE SAFE ONSITE | |||
| TAKE PICTURES ON YOUR, UPLOADED DIRECTLY TO YOUR CUSTOMERS FILE | |||
| ADD DOCUMENTS, VOICE NOTES AND MORE VIA YOUR APP | |||
| KEEP TEAM INFORMED WITH REAL-TIMES UPDATES USING THE APP | |||
| MARK INSTALLATIONS COMPLETE WITHIN YOUR APP | |||
| UPDATE YOUR JOBS OFFLINE WHILE IN RURAL LOCATIONS | |||
| USE THE SAME APP FOR ALL ROLES YOU COVER (SALES, SURVEY, INSTALL, SERVICE) | |||
| USE THE APP TO GET ALL INFORMATION RELATING TO YOUR INSTALLS |
| COMMON FEATURES | Full Licence | Sales/Survey License | Site Only License |
|---|---|---|---|
| ACCESS TO ALL KNOWLEDGEBASE ARTICLES | |||
| PERSONALISE YOUR SYSTEM WITH BESPOKE/CUSTOM FIELDS | |||
| IMPLEMENT CUSTOM SALES PROCESSES FOR DIFFERENT SALES TYPES | |||
| IMPLEMENT CUSTOM OPERATIONS PROCESSES FOR DIFFERENT CONTRACT TYPES | |||
| EASILY MAKE NECESSARY CHANGES TO EVOLVING SALES PROCESSES | |||
| ACCESS FULL TRAINING AND SUPPORT AT TIME OF ONBOARD | |||
| RECEIVE AUTOMATIC UPDATES OF NEW FEATURES WITHIN YOUR SUBSCRIPTION | |||
| RUN BOTH RETAIL AND TRADE DEPARTMENTS ON THE SAME SYSTEM/APP |
Business Pilot has a continual development cycle and all new features are included within your subscription. In fact, as a user, we encourage you to ask for more! That way, we all benefit from a continually improved system.
It’s always worth taking the free trial which also has all our latest features.
© Business Pilot (CRM) Ltd
