One size fits all CRMs just don’t work for all installers. We know, because we run installation companies and that’s why we decided to build a double glazing installation company CRM specifically for us and for you! Our CRM software is specifically built for the double glazing industry, offering a comprehensive solution for managing double glazing leads. This powerful double glazing CRM helps you streamline your sales process, enhance customer management, and grow your business effortlessly.
Our Double Glazing CRM system has been specifically developed with glazing companies in mind. For window and door installation businesses, managing multiple projects and client relationships can quickly become complex. That’s why we’ve created a fully integrated Double Glazing CRM solution designed to streamline operations, enhance communication, and support the delivery of outstanding customer service.
While there are many general-purpose CRM systems and digital tools on the market, most either cater to a broad range of industries or address only a few aspects of the installation process. What the industry lacked, until Business Pilot, was a unified platform that combines business management, CRM, and ERP functionality into a single, purpose-built system tailored to the needs of glazing professionals.
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.
Business Pilot begins with robust lead management functionality. By integrating the system with your website, you can ensure that no inbound lead is ever missed. Each contact record provides a complete history of interactions, including all associated leads and contracts, giving your team full visibility into every customer relationship.
While lead management is a standard feature in most CRM systems, what sets Business Pilot’s Double Glazing CRM apart is its seamless transition from lead to contract, ensuring that all relevant information is captured, organized, and accessible throughout the sales process. Our sales management reporting is purpose-built for window and door installation companies, delivering insights that truly matter to your business.
Additionally, we offer a free mobile app for your sales team, enabling them to work effectively while on the move. Sales managers receive real-time updates, including photos, voice notes, and messages, directly into the Business Pilot system, often before the representative even returns to the office.
One of the greatest challenges facing double glazing companies often arises after the contract is secured, managing the fulfilment process efficiently and cost-effectively. Ensuring that materials are ordered, confirmed, and delivered on time and at the correct cost is critical to a smooth installation process. That’s where Business Pilot stands out as the most comprehensive Double Glazing CRM in the industry.
Using the number of days allocated for each installation, Business Pilot provides an intuitive scheduling interface through interactive ‘cards’ that populate your dynamic scheduling board, the core of the system. This powerful tool offers a clear, real-time overview of all upcoming installations. Adjusting schedules is equally simple; if additional days are needed, you can easily document the reason within the system.
This single feature of our Double Glazing CRM can dramatically improve the way you manage operations, bringing greater clarity, control, and efficiency to your double glazing installation business.
Aluminium windows and doors
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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.
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 solution. Our Double Glazing CRM will make your business more efficient, more consistent and more profitable.
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.
Rakeem Porter-Young, Director at Signature Home Improvements talks about why he upgraded from using spreadsheets & shared folders to Business Pilot.
Business Pilot’s Double Glazing CRM is specifically tailored for double glazing installation companies. Unlike one-size-fits-all CRM systems, it addresses the unique challenges faced by these businesses. The system offers comprehensive management of double glazing leads, an interactive schedule board for installation management, and a status progression feature to ensure adherence to internal processes. It also includes a free app for field teams to manage information and appointments on the go.
The CRM system excels in lead management and conversion. It can be connected to a company’s website for seamless lead capture. Within the CRM, businesses can manage and track leads, convert them into contracts, and maintain essential information through sales management reporting. The system is designed to optimize the process of managing double glazing leads and converting them efficiently into successful contracts.
Key features of our CRM include advanced tools for managing double glazing leads, a system to convert leads into contracts, an interactive scheduling board for managing installations, and a status progression feature for process adherence. Additionally, it offers a free mobile app for surveyors and installation teams, comprehensive business management capabilities, and seamless integration with accounting software. The subscription includes unlimited storage for documents and images, and the system provides robust support and training resources.
Double glazing software can revolutionise the way your business operates by streamlining core processes such as lead management, sales tracking, and customer communication. It enables you to manage leads more effectively by capturing and organising enquiries, ensuring no potential customer slips through the cracks.
With tools for tracking sales pipelines, the software helps your team follow up on opportunities promptly, improving conversion rates. Additionally, its ability to handle customer communication in a centralised system ensures consistency and professionalism in every interaction, from initial quotes to after-sales service.
Beyond sales, double glazing software often includes project management features, allowing you to track orders, oversee installations, and ensure timely delivery. By automating repetitive tasks and providing real-time insights, it not only improves efficiency but also empowers you to make data-driven decisions that drive growth and customer satisfaction.
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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