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Installation Company ERP / CRM

Smart Vision Systems

Fabricator & installer of aluminium windows and doors

Remi Gruszka, National Sales Manager for Smart Vision Systems, explains how Business Pilot became central to their operations.

Smart Vision

The Problem

Smart Vision Systems started off as a two-man team where they just did installations, and very quickly grew from that. But any systems were in place, nobody knew anything in the business.

It was a constant battle of information where nobody knew anything, things weren’t being chased. 

They used a plethora of different methods, tried CRMs, tried Excel spreadsheets, but everything was just very convoluted where it was all very segregated.

The Solution

Smart Vision Systems moved everything into business pilot.

Essentially went from not utilizing business pilot to utilizing it fully within a matter of days, where all of a sudden, they knew things such as when the glass was coming, they knew that it’s been confirmed, things were being tracked, and actually realised they were overspending on glass.

And it turned out it was an admin error on the glass company’s fault, but no one had been tracking this before.

All of a sudden, everyone in the business knew things, they knew when they were going, they knew what the customer’s name was, what their phone numbers were, they knew absolutely everything.

Smart Vision
Smart Vision

Testimonial

“Business Pilot gives smaller companies access to amazing processes and the amazing customer feel, like it gives us a unified consistent look as a business.

We quickly found that Business Pilot worked around our needs, rather than the other way round, and we could add in what we required to make our business run more efficiently.

The Impact

Business Pilot is that critical central command that was missing from their operations.

If you look at any other industry around them, you’ll see that they are 100% automated. In the industry you’ve got software to do your quotes, you’ve got software to manage production, you’ve got software to co-ordinate transport. And so on. Smart Vision simply needed something to pull all those things together.

Business Pilot isn’t trying to be everything, but it is trying to be the central hub of everything. And that was a key reason why we chose Business Pilot at the FIT Show in 2021, and its completely changed the way we work.”

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.

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