Customer management software for repeat business
Repeat customers are the cheapest revenue you will ever earn, but only if you remember who they are and what happened last time. BusinessPilotOS keeps the full history on the customer so any teammate can pick up the conversation.
Full history
From first enquiry to latest payment in one place.
Support included
Tickets with response targets keep service issues from slipping.
Insights from real activity
Spot customers with overdue balances or no recent work.
Who it suits
Businesses that depend on repeat custom and referrals, and where more than one person talks to the same customer.
One timeline per customer
Quotes, bookings, jobs, invoices, payments and support tickets sit on the customer, so whoever picks up the phone sees what was agreed and what is still owed.
Honest limits
A customer-facing portal and survey tools are planned but not yet available. Today your team records and follows up on interactions.
Compared with what you use now
A shared inbox keeps conversations but not what was agreed in terms of price, work and payment. Putting quotes, jobs, invoices, payments and tickets on the customer gives the whole team the same picture.
Getting set up
Add your active customers, then make a habit of opening the customer before every call. Log what you agreed as a task or ticket, and let the history build. After a few weeks the timeline answers questions that used to need a search through your inbox.
How it works
- 1Add or convert a customer
- 2Record every interaction
- 3Review history before each call
- 4Follow up on time
Frequently asked questions
Is customer data private?
Yes. It is isolated per organisation and permissioned by role.
Can I log notes?
Yes, through tasks and tickets linked to the customer.
Is there a portal?
A customer portal is planned.