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 software 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.
Vanisha Keshwala, Director at Midori Aluminium had this to say about the onboarding process; “Onboarding was smooth overall. Like any system there is a learning curve, but once set up, Business Pilot became a powerful tool. The support team helped get the team up and running, and the system itself proved intuitive for day to day use.”
Double glazing software is designed to help window, door, and glazing companies manage their entire business, from lead generation through to installation and aftercare. It typically combines CRM, scheduling, and operational tools into one system, allowing businesses to handle multiple projects and customer relationships efficiently.
Business Pilot acts as a complete double glazing software solution by connecting sales, scheduling, and project management in a single platform. This allows glazing companies to streamline operations, improve communication between teams, and maintain better control over installations, helping to increase efficiency and profitability.
The best glass company CRM solutions are those that combine sales, operations, and scheduling into a single system, rather than relying on separate tools. Glass and glazing businesses often deal with complex projects, multiple stakeholders, and tight timelines, so having a connected system is essential.
Business Pilot is designed as one of the most comprehensive glass company CRM solutions, offering lead management, contract tracking, installation scheduling, and reporting in one platform. This gives businesses full visibility over their operations, helping them make better decisions, reduce errors, and improve overall performance.
Glazing scheduling software helps businesses plan, organise, and manage installation jobs more effectively. Without it, coordinating teams, materials, and timelines can become difficult, leading to delays and inefficiencies.
Business Pilot includes an interactive scheduling system that provides a real-time overview of all installations. Jobs can be adjusted easily, and teams can see updates instantly, improving communication and reducing the risk of missed or delayed work. This level of visibility helps glazing companies deliver installations more efficiently and maintain better control over their operations.
The best software for window and door installers is a system that supports the full installation lifecycle, from lead capture and quoting through to scheduling, installation, and aftercare. Generic tools often fail to meet these needs because they only focus on one part of the process.
Business Pilot is built specifically for window and door installers, combining CRM, scheduling, and business management tools into one platform. This allows installation companies to manage their entire workflow in one place, improving efficiency, reducing admin time, and ensuring a smoother experience for both teams and customers.
CRM for glazing companies helps increase sales by improving how leads are captured, tracked, and converted into contracts. With better visibility over the sales pipeline, businesses can prioritise opportunities and ensure that no enquiry is lost.
Business Pilot connects directly to websites to capture leads automatically and stores a full history of customer interactions. This allows teams to manage follow-ups effectively and move leads through to contracts without losing information. By improving sales processes and reducing manual work, glazing businesses can increase conversion rates and drive growth.
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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