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Installation Company ERP / CRM

crm for construction

A business management system built for installers by installers

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 construction companies specifically for us and for you! Now with so many construction companies joining Business Pilot, isn’t it time you came on board?

Run a better construction company

Construction company CRM

There are a lot of CRM systems available that work for any business, and there are a variety of digital tools for the construction industry that do a small selection of the things you need. What was missing before Business Pilot was a single tool (call it business management, CRM or even ERP) that helps you to run a better construction company and every area of your business.

We will always listen to all our customers and ask them what challenges they face on a day-to-day basis, and they are often the same challenges we face of course. So when Business Pilot can dream up a solution to these challenges, we get straight to work.

The Business Pilot CRM covers the needs of the construction industry, our software is specifically designed to help construction companies manage their projects and customer relationships effectively. Our solution offers powerful features such as task management, scheduling, budget tracking, document management, and reporting. It also includes comprehensive CRM features that allow companies to manage their customer relationships, sales, and marketing efforts.

status section and map section in our crm for builders

Construction project manager software

Construction project management can be a complex process that involves various tasks such as planning, scheduling, budgeting, contract management and resource management. In today’s fast-paced and highly competitive construction industry, companies need efficient tools and software to manage their projects effectively. One such tool is our CRM, construction manager software provides a comprehensive platform to manage all aspects of a construction project.

Construction project manager software helps construction companies streamline their project management process, from start to finish. It allows project managers to create and assign tasks, set deadlines, track progress, and manage budgets. It also helps teams collaborate and communicate more efficiently, with features such as messaging and file sharing. In addition, construction manager software provides valuable insights and analytics that can help companies make data-driven decisions and optimize their processes.

Construction task management software

Our CRM includes construction task management software and is an essential tool for construction companies looking to streamline their operations and improve project efficiency. With the help of this software, construction managers can easily manage all aspects of their projects, including scheduling, resource allocation, progress tracking, and communication with team members.

By centralising project data and automating key processes, construction task management software can help teams save time, reduce errors, and stay on top of deadlines. Whether you’re managing a small renovation or a large-scale construction project, investing in a construction task management software can help you stay organized and deliver successful projects on time and on budget.

So you can see that a CRM for the construction industry can provide additional value by managing their customer relationships, sales, and marketing efforts. With a CRM for construction, companies can track leads and opportunities, manage customer communication, and keep track of sales activity. This can help construction companies build better relationships with their clients, increase customer satisfaction, and ultimately, grow their business.

status section and map section in our crm for builders

So, why do we believe Business Pilot is the best CRM for the construction industry?

Of course, to see why Business Pilot is the best crm for the construction industry, just 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 this construction company management system.

From start to finish we have you covered

Convert leads to contracts

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.

Lead management is standard to CRM systems, but where Business Pilot comes into its own is how you convert leads to contracts and maintain all the right information. The sales management reporting is designed specifically for construction companies too.

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!

crm for builders converting leads to contractsI
crm for builders managing contracts

Transform how you run your window and door installation business

We know that the biggest headaches for construction 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.

Based on the number of days set for an installation, you are presented with ‘cards’ to add to your ‘interactive schedule board’. This is the heart of the system and 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 construction company installation business.

Everyone follows the correct process every time

Our Status progression feature allows you to map all of your internal processes into your Business Pilot system which means that everyone can follow the correct process every time. You can see where each lead or contract is getting stuck and even have the system automate certain tasks like sending emails at key points in the process.

Your surveyors and installation teams are not left out. They get to use the free App providing the information you want to supply them whilst on site. You simply tag documents in the system that you want visible on the App. As you book appointments for your teams, those jobs appear in their mobile App automatically.

pc showing how our software allows all members of the team to access information in real time
business pilots subscription includes everything

Your Business Pilot subscription includes everything

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.

Why Construction companies need a CRM

Business Pilot offers a comprehensive CRM solution tailored for the construction industry, designed to enhance efficiency, streamline operations, and foster client relationships throughout the construction process. This innovative platform addresses the unique challenges of the construction sector, providing a suite of tools for project management, client engagement, and business growth.

1.Enhanced Project Management

Business Pilot’s construction CRM integrates project management functionalities, enabling seamless management of projects from inception to completion. The platform supports task allocation, scheduling, budget tracking, and document management, ensuring all stakeholders remain informed and aligned. This centralised approach to project management minimises miscommunication and delays, facilitating smooth project execution​​.

 2.Customised Client Solutions

Recognising the diverse needs of construction projects, Business Pilot provides insights into client preferences and requirements, enabling the delivery of tailored solutions. By capturing and analysing client interactions and feedback, construction firms can better meet client expectations, thereby improving satisfaction and fostering repeat business. This bespoke approach helps companies stand out in the competitive construction landscape​​.

3.Streamlined Sales Process

With Business Pilot, construction companies gain visibility into their sales pipeline, enabling efficient lead tracking and management. The platform allows for a structured sales process with clearly defined stages, aiding in the accurate forecasting of sales revenue and resource planning. This visibility enhances the ability to address potential obstacles proactively, keeping the sales process moving smoothly​​.

4.Workflow Automation

Automating routine tasks is crucial for maintaining competitiveness in the construction industry. Business Pilot’s CRM system facilitates this by streamlining operations, from lead management through to project completion and post-sale service. This automation not only improves efficiency but also allows teams to focus on high-value activities, such as client engagement and strategic planning​​.

5.Comprehensive Data Analytics

In the complex and risk-prone construction industry, data-driven decision-making is key to navigating challenges and optimising outcomes. Business Pilot offers real-time insights and analytics, enabling firms to make informed decisions, optimize processes, and achieve better project results. The platform’s mobile capabilities also ensure that sales teams can capture and access vital project information on-site, enhancing data accuracy and client service​​​​.

6.Why Business Pilot Stands Out

Business Pilot is distinguished by its focus on the construction industry, offering a CRM that is both comprehensive and tailored to the specific needs of construction firms. Developed by industry insiders, the platform provides practical solutions to the challenges faced by construction companies, from lead management to project execution and financial reporting. Its cloud-based, mobile-friendly design ensures accessibility and real-time data management, empowering companies to run more efficiently and profitably​​​​.

For construction companies looking to enhance project management, streamline their sales process, and improve client relationships, Business Pilot offers a robust, industry-specific solution. By leveraging the platform’s suite of tools, firms can achieve greater efficiency, customer satisfaction, and business growth.

What is a CRM in construction?

For Business Pilot, a specialised CRM solution geared towards the construction sector, the emphasis on customer relationship management is paramount.

Initially, Business Pilot enables the systematic logging and organisation of all potential and existing client details, including their contact information, within a singular, easily navigable platform. This eliminates the need to sift through emails or spreadsheets to access such critical data.

Moreover, Business Pilot facilitates seamless communication with clients directly through the system, consolidating all interaction histories in one accessible location. It offers the capability to dispatch uniform yet customisable emails to selected contacts, incorporating personalised elements automatically.

By streamlining routine operations such as the scheduling of meetings, updates on project progress, and data input, Business Pilot significantly reduces the administrative load. This efficiency gain allows construction businesses to dedicate more resources and attention towards growth and operational excellence, rather than being bogged down by administrative tasks.

 
 
 

CRM software for the construction industry, like Business Pilot, improves efficiency by streamlining the project management process. It allows for effective task assignment, deadline setting, progress tracking, and budget management. The software facilitates team collaboration and communication, with features like messaging and file sharing. It also offers valuable insights and analytics for data-driven decision-making, optimising processes, and improving overall project management efficiency in construction companies.

Business Pilot’s CRM for construction companies is uniquely built by installers for installers, addressing the specific needs of the construction industry in today’s day and age. This construction company CRM integrates task management, scheduling, budget tracking, document management, and reporting. It provides a comprehensive platform for managing all aspects of a construction project, from planning and scheduling to budgeting and resource management. The CRM includes construction task management software, centralising project data and automating key processes to improve efficiency and project delivery.

Try Business Pilot for Free

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.

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