Generic CRMs don’t cut it for installation companies – trust us, we’ve been there. That’s why we built Business Pilot: a CRM designed by installers, for installers. With more and more double glazing companies, electricians and plumbers making the switch, isn’t it time you joined them, and make managing your business leads easy with a CRM for plumbers?
Managing jobs, clients, and operations shouldn’t be chaos—and with Business Pilot, it isn’t. Built by installers for installers, our CRM does more than manage contacts. It streamlines your entire workflow, boosts team communication, and helps you deliver standout service every time.
While other large scale corporate CRMs try to fit every business, or tools only solve one piece of the puzzle, Business Pilot brings everything together in one powerful platform. Call it a CRM, business management tool, or even ERP—it’s designed to run your whole plumbing business better.
We don’t guess what plumbers need—we ask. Then we build. The problems you face daily are the same ones we’ve faced ourselves, and when we find a smarter way to solve them, we bring those solutions straight to you.
Of course, to see why Business Pilot is the best choice for an windows company erp 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.
With Business Pilot, lead management starts the moment someone hits your website – so you never miss a potential customer. Every interaction is tracked through a central contact record, giving you full visibility from lead to contract.
Sure, lead tracking is standard. But Business Pilot goes further, built specifically for plumbing businesses and other trade installers, it turns leads into contracts seamlessly, with sales reporting that actually makes sense for your business.
Oh, and did we mention the FREE sales app? You can send photos, voice notes, and updates straight from the customers house. All seamlessly tracked onto the contact record to make it easier to manage when you get home.
Winning the contract is just the beginning – the real challenge starts with managing it. Ordering the right products, confirming install dates, and staying on budget… it’s a lot to juggle. That’s where Business Pilot comes in.
Our powerful business management system is built specifically for installers like plumbers and electricians. All details are captured on the system, improving scheduling and transforming your business processes, and making your more efficient, and more productive. Less time doing admin and more time doing installs.
Our window company ERP (Enterprise Resource Planning) system is a comprehensive software solution that integrates various business processes and functions within your organisation. Our system streamlines our operations and allows us to efficiently manage everything from inventory to production to sales.
Business Pilot gives you everything you need to run a seamless plumbing operation. From service calls to guarantees and financial reporting – it’s all in one place. Sync with your accounting software, boost efficiency, and grow your profit.
And yes – your subscription includes it all. Unlimited postcode lookups, unlimited document and image uploads, and zero storage worries. Plus, industry-leading support with expert training, 24/7 access to our knowledgebase, and a full library of help videos to keep your team moving.
Remi Gruszka, National Sales Manager for Smart Vision Systems, explains how Business Pilot became central to their operations.
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.
