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Cherwell Windows

Window Installers

At Cherwell Windows we pride ourselves on our customer service and putting them first. It is imperative that we understand their needs and only sell them products that will meet their needs. Customer satisfaction is what drives us.

The Problem

As part of the company growth we recognised the need for a new CRM that would help improve our customer experience and continue to put them at the heart of the business.

When searching for new software to manage our customer database, we reviewed all sorts of software that would be able to handle all aspects of our business, from acquisition, to processing and installation as well as any service issues that arise.

Whilst there were many off-the-shelve software packages that did individual elements well, there were none that were the complete package, until we discovered Business Pilot.

The Solution

The Business Pilot software was designed and built by people who work in the windows and doors industry and understood our needs. It’s user-experience is very intuitive, allowing you to easily capture a customer’s information, before converting it into a lead and marking it as sold.

Not only does it easily handle the customer side of the software, it also has a very comprehensive internal side, with company diary and installation schedules as well as all the sales and reporting information you’d expect from a comprehensive CRM.

The Impact

The Business Pilot software was designed and built by people who work in the windows and doors industry and understood our needs. It’s user-experience is very intuitive, allowing you to easily capture a customer’s information, before converting it into a lead and marking it as sold.

Not only does it easily handle the customer side of the software, it also has a very comprehensive internal side, with company diary and installation schedules as well as all the sales and reporting information you’d expect from a comprehensive CRM.

Try Business Pilot for Free

As part of our free trial, we will send a whole series of 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 us on 0333 050 7506 or use the live chat facility.

See what Joe thinks about Business Pilot

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