One size fits all CRMs just don’t work for installers. We know, we run installation companies and that’s why we decided to build a CRM for builders specifically for us and for you! Business Pilot offers a highly rated CRM for builders, providing specialised CRM software for the construction industry. Designed to streamline project management, enhance communication, and optimize construction processes, our CRM empowers builders to take control of their operations with ease.
Whether you’re running a general construction company or a specialised home build business, Business Pilot is more than just a CRM for builders, it’s a complete CRM for construction business that combines customer relationship management with powerful construction management software for builders and contractors, job tracking, and process automation.
Builders face unique challenges, and a CRM software designed specifically for the construction industry helps manage quotes, projects, and client communications effortlessly.
Building company management software is essential in today’s fast-paced construction environment. Business Pilot’s building company management software is a revolutionary tool designed for the building industry, combining the efficiency of a CRM system with the robustness of project management software for builders.
Our CRM for builders can be a powerful tool that helps construction and building companies manage their sales proc, customer service, and project management processes in one central location.
This type of software is designed to help companies streamline their operations, improve communication, and increase efficiency. That’s why so many building firms choose Business Pilot as the best CRM for home builders and home builder CRM, it simplifies everything from quoting and lead management to contracts, job scheduling, and service follow-ups.
Of course, to see why Business Pilot is the best choice for a building company CRM is to take the free trial and dig around yourself. We can even carry out a demo to show you around, but in the meantime, here are just some of the reasons we know you will love the system.
Our cloud-based ERP/CRM system is focused on maximizing profits while reducing hassle. It excels in maximizing the sales process, ensuring you do not miss any leads. On top of this, its mobile capabilities allow for capturing crucial site details. Business Pilot improves efficiency with interactive schedule board, contract screen linking, and financial management.
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Business Pilot starts with lead management. You can connect the system to your website to ensure you never miss another inbound lead. Through the contact record you can see all the leads and contracts that person has had with you.
Although lead management is a feature present in most CRM systems, Business Pilot sets itself apart by its ability to seamlessly convert leads into contracts while keeping track of all necessary information. Additionally, the sales pipeline and management reporting functions are tailored to the needs of builder project management software users.
This isn’t just traditional builder software, it works as job management software for builders, project management software for builders, and building and construction software, all in one platform.
We’ve not even mentioned the FREE App that the sales team can use in the field. Your sales manager will be receiving images, voice notes, messages etc. all into their Business Pilot system before the rep has arrived back at the office!
With tools designed for construction professionals, Business Pilot’s CRM helps builders stay on top of every project, ensuring nothing falls through the cracks.
We know that the biggest headaches for building companies are typically in the management of the contract after it has been won. How do you ensure goods are ordered, confirmed, and delivered ahead of the install date and at the correct cost? Business Pilot is the most comprehensive job management software for builders available in this area.
You receive ‘cards’ to add to your ‘interactive schedule board based on the number of days set for an installation. This is the heart of the system. It allows you to see your installations at a glance. If you need to add more days to an install, you simply explain why. This feature alone will transform how you run your installation business.
One of the key features of builder management software is that it allows all team members to access and update customer information in real-time. This ensures that everyone works with the most up-to-date information. This helps to ensure that projects are completed on time and within budget.
Additionally, the software allows for easy collaboration between departments like sales, customer service, and project management. This can help to reduce confusion and increase productivity.
Our Status progression feature lets you map all your internal processes into your Business Pilot system. This means everyone can follow the correct process every time. You can see where each lead or contract is getting stuck. You can even automate tasks, like sending emails at key points in the process.
As a specialist Home Improvement CRM Your surveyors and installation teams are included too. They use the free App to access the information you provide while on site. You tag documents in the system to make them visible on the App. As you book appointments, those jobs appear in their mobile App automatically.
Remedials and service calls are dealt with in the system, as are guarantees etc. You can run all your financial reports within Business Pilot and easily export data to your accounting software. Our CRM will make you more efficient, more consistent and more profitable.
Talking of subscriptions, your Business Pilot subscription includes everything! Use unlimited postcode lookups for addresses or quickly and easily upload as many documents and images as you need without worrying about running out of storage. We have the best support and training in the industry with so many help videos and our online knowledgebase for 24/7 access.
Builders project management software isn’t just about managing projects, it’s about managing your entire business, and that’s where Business Pilot excels. As one of the leading builders merchant business management software solutions, it helps bridge the gap between admin, logistics, and on-site efficiency.
For larger organisations or dealers working with merchants, Business Pilot also serves as software for builders merchants and builders merchant business management software, making it easy to integrate supply, stock, and client-facing operations.
Rakeem Porter-Young, Director at Signature Home Improvements talks about why he upgraded from using spreadsheets & shared folders to Business Pilot.
The best CRM for home builders is one that goes beyond managing customer relationships and supports the full building process, including quoting, project tracking, and scheduling. Home building projects often involve multiple stages, stakeholders, and timelines, making it essential to have a system that connects everything together.
Business Pilot is designed specifically for builders, providing a central platform to manage leads, contracts, job progress, and aftercare. By combining CRM functionality with construction management tools, it helps home builders stay organised, improve communication, and deliver projects more efficiently from start to finish.
Yes, modern CRM platforms can also act as builders merchant business management software by integrating customer management with operational workflows. For businesses that handle both supply and installation, having a single system is particularly valuable.
Business Pilot enables builders merchants to manage customer relationships, track orders or jobs, and coordinate operations within one platform. This helps reduce manual processes, improve communication across teams, and ensure that both supply and project elements are managed efficiently.
For home builders, managing multiple projects, contractors, and client expectations simultaneously can quickly become complex. A CRM system helps centralise all customer and project information, ensuring nothing is missed throughout the build process.
Business Pilot supports home builders by connecting lead management, contracts, scheduling, and aftercare into one system. This ensures every stage of the project is tracked and managed consistently, helping teams stay organised and deliver projects on time and within budget. It also improves client communication, which is essential for maintaining trust and securing repeat business.
Yes, modern CRM platforms can also function as builders merchant business management software by connecting supply, logistics, and customer management in one system. This is particularly useful for businesses that operate across both installation and supply.
Business Pilot includes functionality that supports builders merchants by integrating job tracking, customer data, and operational workflows. This helps businesses coordinate stock, deliveries, and customer interactions more effectively, reducing delays and improving overall efficiency across the supply chain.
When choosing CRM software for builders, it’s important to look beyond basic contact management and focus on features that support the full construction workflow. This includes lead tracking, quoting, job scheduling, project management, and financial reporting.
Business Pilot provides all of these features within a single platform, including tools such as interactive scheduling boards, contract tracking, and real-time reporting. By integrating these capabilities, builders can streamline their processes, improve team collaboration, and gain better visibility over project performance and profitability.
As part of our Business Pilot 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.
