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features
design
support

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Write a Review

Description

Insight is designed to help you not only maintain but also expand your customer database effectively. With all customer transactions and pertinent information readily accessible, you can effortlessly create tailored databases to better understand your clients. You can link documents to both your clients and their transactions, ensuring that all relevant information is organized. This makes Insight an ideal solution for maximizing both new leads and the sales potential of your existing customers. By profiling your clients and having the necessary information at your fingertips in real time, you gain a competitive advantage in your industry. Additionally, Insight features a robust scheduling system that consolidates all company activities, including job details and staff leave, into various calendar and schedule formats. The software is fundamentally centered around task management, allowing you to log all business transactions as tasks so that everyone is clear about their responsibilities at all times. With the integrated use of statuses and task assignments, you can effectively oversee delegation within your team, ensuring that no detail is overlooked. Enhanced communication and organization through Insight will ultimately lead to improved productivity and client satisfaction.

Description

Pilot ERP is an ERP manufacturing software system that has been fully developed for small to medium-sized manufacturers and distributors. It supports tasks such as Sales & CRM (Customer Relationship Management), Manufacturing, Job Costing/Inventory Control, Accounting, Purchasing, AR/AP, Accounting, and many other areas. Pilot ERP reduces the high maintenance and startup fees that are typical for ERP systems used by large companies. Pilot ERP's certified trainers are available to help you install, configure, and train your staff on Pilot ERP.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$25 per user per month
Free Trial No 
Free Version No 

Pricing Details

Cloud Hosted starting at $99/mo On-Premise at $1995 *Support Incl.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Scotia Software

Founded

2005

Country

United Kingdom

Website

www.binarytechnologies.co.uk/index.php/business-management-software/

Vendor Details

Company Name

Pilot ERP

Founded

2006

Country

United States

Website

www.piloterp.com

Product Features

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management No 
Purchasing No 
Returns Management No 
Sales Forecasting No 
Shipping Management No 
Warehouse Management No 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM No 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management No 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management No 
Warehouse Management Yes 

Job Shop

Billing & Invoicing Yes 
Capacity Management Yes 
Job Costing Yes 
Job Tracking Yes 
Order Management Yes 
Purchasing Yes 
Quality Control Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Shipping Management Yes 
Traceability Yes 
Work Order Management Yes 

Manufacturing

Accounting Integration Yes 
ERP Yes 
MES Yes 
MRP No 
Maintenance Management Yes 
Purchase Order Management Yes 
Quality Management No 
Quotes/Estimates Yes 
Reporting/Analytics Yes 
Safety Management No 
Shipping Management Yes 

MRP

Bills of Material Yes 
Compliance Management No 
Document Management Yes 
Forecasting No 
Formula Management No 
Inventory Management Yes 
Order Management Yes 
Process Manufacturing Yes 
Product Configurator No 
Production Scheduling Yes 
Quality Control No 
Quality Management Yes 
Quote Management Yes 
Reporting/Analytics Yes 
Resource Management Yes 
Safety Management Yes 
Supplier Management Yes 
Supply Chain Management No 

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