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! Now with so many building companies joining Business Pilot, isn’t it time you came on board?
Run a better building company
Business Pilot’s CRM for builders is a revolutionary tool designed for the construction industry, combining the efficiency of a CRM system with the robustness of project management software.
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.
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 construction companies.
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!
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 business management system 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 CRM software for building companies 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.
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.
Business Pilot’s CRM for builders streamlines operations by offering lead management that connects directly to company websites, ensuring no inbound lead is missed. The system excels in converting leads to contracts, providing sales management reporting specifically for building companies. Furthermore, it facilitates the management of contracts post-win, ensuring timely ordering, confirmation, and delivery of goods. An interactive schedule board offers a clear view of installations and projects.
The CRM improves teamwork and communication. It has a mobile app for updates and a status feature for consistent processes. These features help building companies manage installations and work with clients better. This leads to more efficiency and higher profits.
Business Pilot’s CRM for builders is uniquely tailored for the building industry, addressing specific challenges faced by builders. Unlike generic CRMs, it provides a comprehensive solution that encompasses not just customer relationship management, but also project management, sales, and service management in one central platform. It is designed to streamline operations, improve communication, and increase efficiency, which are critical in the building industry. This CRM ensures that building companies can manage every aspect of their business more effectively, from lead management to the final stages of project completion.
Business Pilot’s CRM for builders streamlines operations by offering lead management that connects directly to company websites, ensuring no inbound lead is missed. The system excels in converting leads to contracts, providing sales management reporting specifically for building companies. Furthermore, it facilitates the management of contracts post-win, ensuring timely ordering, confirmation, and delivery of goods. An interactive schedule board offers a clear view of installations and projects. The CRM also enhances team collaboration and communication, with a mobile app for real-time updates and a status progression feature to ensure consistent internal process adherence. These features collectively transform how building companies manage installations and interact with clients, leading to increased efficiency 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.
© Business Pilot (CRM) Ltd
