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CRM for Tradesmen

Business Pilot helps you drive forward with lead, quote and sale management, all-in-one tool.

CRM for Tradesmen - Simplify Your Workflow and Grow Your Trade Business

Managing a busy trade business is no easy task. Between quoting jobs, scheduling appointments, tracking customers, and invoicing, there’s a lot to keep on top of. That’s why our CRM for tradesmen is designed to help you stay organised, save time, and win more work, without the hassle.

Why Tradesmen Need a CRM

A CRM (Customer Relationship Management) system tailored for tradesmen helps you manage your contacts, job details, and communications in one simple platform. From electricians and plumbers to builders and landscapers, our CRM adapts to the way you work so you can focus on getting the job done.

Benefits of Our CRM for Tradesmen

  • Easy Job & Customer Management: Keep all your customer info, job history, and quotes in one place.
  • Scheduling & Reminders: Never miss an appointment with built-in calendars and automatic reminders.
  • Mobile-Friendly: Manage your business on the go, right from your smartphone or tablet.
  • Invoice & Payment Tracking: Simplify invoicing and keep track of payments easily.
  • Job Progress Tracking: Monitor each job’s status from quote to completion.
  • Estimate & Quote Templates: Quickly create professional, custom quotes to impress clients.
  • Automated Follow-Ups: Stay in touch with customers automatically to boost repeat business.
status section and map section in our crm for builders
From start to finish we have Trade Professionals covered

Designed Specifically for Tradesmen

Our CRM understands the unique needs of trade professionals. It’s built to reduce paperwork, streamline communication, and help you deliver outstanding customer service every time.

How It Works

  1. Add Customers & Jobs: Quickly input new customer details and job information.
  2. Schedule & Manage: Plan your workweek with easy-to-use calendars and reminders.
  3. Send Quotes & Invoices: Generate professional documents on the spot.
  4. Track Progress & Payments: Stay updated on job status and outstanding payments.
  5. Grow Your Business: Use insights and automated tools to build strong client relationships.
crm for builders converting leads to contractsI
crm for builders managing contracts

Why Our Small Business CRM Stands Out?

  • Simple, User-Friendly Design: You don’t need to be tech-savvy to get started. Our CRM has a clean interface and easy navigation that saves you time and reduces frustration.
  • Affordable for Small Budgets: We offer flexible pricing plans with no hidden fees—so you get powerful CRM tools without breaking the bank.
  • Boost Sales and Marketing: Track leads, automate follow-ups, and manage your sales pipeline with smart tools designed to help you close more deals.
  • Customizable to Your Needs: Tailor the CRM fields, dashboards, and workflows to fit your unique business processes.
  • Seamless Mobile Access: Manage your contacts and tasks from anywhere with full-featured mobile apps.
  • Reliable Customer Support: Our dedicated support team is here to assist you every step of the way, ensuring you get the most out of your CRM.

Business Pilot Small Business CRM

Our small business CRM 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.

Features Built for Small Businesses
  • Contact and Lead Management: Keep all your customer info in one place and never lose track of a lead.
  • Task and Calendar Integration: Schedule meetings, set reminders, and sync your calendar effortlessly.
  • Email Automation: Send personalized emails automatically to nurture prospects and clients.
  • Sales Pipeline Tracking: Visualize your sales stages and prioritize deals that need attention.
  • Reporting and Analytics: Gain valuable insights into your business performance with easy-to-understand reports.
pc showing how our software allows all members of the team to access information in real time
Case Study | Smart Vision Systems

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

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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