Let’s be honest, software companies can promise the world. But we’re installers ourselves, and we built Business Pilot because the generic CRMs just didn’t work.
So instead of telling you what it can do, we’ll let someone who’s already using it show you.
Here’s Ken Rhodes from the Ken Rhodes Group, sharing how Business Pilot became the tool his whole business runs on.
Most CRMs are built for generic sales teams. Ours is built for installers, by installers.
Business Pilot isn’t just a contact list. It’s a complete business management system designed specifically for the glazing industry. From lead tracking to job scheduling, team accountability to profit visibility, it’s everything you need to run and grow your business in one place.
In this video, you will hear from business owner, Paul Hines, who used to rely on detailed spreadsheets to track performance. He knew his numbers inside out, but getting them took time and effort.
With Business Pilot’s sales dashboard, everything changed. Now he gets the numbers he needs instantly, whether it is daily, monthly or yearly. No manual work, no spreadsheets. Just one click and the data is there.
Business Pilot captures every website lead automatically and builds a full contact history, so your team always knows the status and story behind every job.
It moves leads through to contracts without friction, with everything organised for how installation businesses actually operate.
Sales reporting gives you the insights to make smarter decisions, and with our free mobile app, your team can share updates, photos and voice notes from the road before they’re even back at the office.
After the contract is signed, the real work begins. Business Pilot helps you manage fulfilment with clarity and control.
Our smart scheduling board uses job durations to give you a live view of every installation. Adjusting the schedule is simple, and any changes are logged to keep everything recorded.
It is more than a CRM. It is a complete system built for installation businesses, helping you stay organised, on time and on budget.
With Status Progression, you can map your internal workflows directly into Business Pilot. Leads and contracts move through each stage clearly, and you can automate tasks like sending emails or text messages at key points.
Surveyors and installers stay in sync with the free mobile app. Tag the documents you want them to see, and once appointments are booked, jobs appear in their app automatically.
Business Pilot goes beyond lead tracking. It manages remedials, service calls, guarantees and financial reporting — all in one place. You can export data to your accounting software and keep your business running smoothly.
It integrates with Xero, Outlook, Google Calendar, FENSA, Certass and more, so your systems stay connected.
You are never on your own — our support team and resources are here to help you get the most from the system and succeed with confidence.
Rakeem Porter-Young, Director at Signature Home Improvements talks about why he upgraded from using spreadsheets & shared folders to Business Pilot.
As part of our free trial, we will send ‘how to’ videos to help you get to grips with the Business Pilot Installation company CRM system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call our sales team on 0333 050 7506 or use the live chat facility.
