At the heart of every feature we add to Business Pilot is the question ‘will it make the company run better?’. Because we are installers, we understand first hand which features will actually help you and your team to provide a better service to your customers, with greater profit and less hassle.
You can feel the difference between something that was ‘put’ in the cloud and something that was only ever designed to ‘be’ in the cloud. It feels more at home, more natural and somehow, more usable. When your team are going to depend on their CRM / ERP system to manage your business, you wouldn’t want anything less than purpose-built and therefore we have you covered. Business Pilot was designed to be completely optimised for and built in the latest cloud technology.
You need your information wherever you are and whenever you want it. When that means on a range of mobile devices, we have thought about that, too. Whether it is the mobile version of your main system, or the Apps that support your mobile teams, you can rely on Business Pilot to allow you to work anytime, anywhere on any device. Now you and your team can take control and never be without the information they need, when they need it most.
Powerful
See when goods are due in and what margin they achieve, setting tolerances between PO’s and Invoices to manage costs
Sales teams can store and review key documents such as quotes, images, even voice memos alongside sales information throughout the process
Manage all of your service calls and see how they affect the ultimate margin on any given contract, adding images and notes the same as in leads and contracts
Link your website directly to the Business Pilot CRM so that enquiries are never lost, then manage all your leads in one place with key tools like lead temperature scoring and quick convert to contract
The management reporting side of Business Pilot uses all of the information about your leads and customers to give you unparalleled visibility of your business
Installers get their own App, which receives jobs automatically from the schedule board. Their notes and photos are uploaded through the App to the right contract
Create as many ‘standard’ letters as you need with the document builder. Store your templates to use at any point for any lead/contract
Give your warehouse team access to what is due in by running a simple report, powered by the purchase orders of each contract
See the impact of moving jobs around on the interactive schedule board, linked to contracts and even each installers Site App
Create purchase orders and invoices, mark off payments and have all of this connected to your accounts package
Quickly convert a lead to a sale allowing different members of your team to ‘set up’ a contract
Every contract detail is stored whether live or completed, including documents, images, payments, guarantees, etc.
Emails integrated in the CRM system, so you have a complete record of customer contact in one place – plus create email templates with placeholders, attach images and documents
Register jobs with your self-certification scheme with just one click – Business Pilot has links to both FENSA and CERTASS, so you can register jobs quickly and accurately
Seamless connections with the other software systems you use, from accounting to design and quote software including Xero, Tommy Trinder, Windowlink & more
Easily manage your stock holding – from tubes of silicone to spare handles and everything in between. Stock is linked to Purchase Orders for easy ordering and visibility
Map out, then manage the progress of your leads and contracts to ensure every step of your process is followed consistently giving the perfect customer experience
Assign tasks and actions for Business Pilot users in your company and even @ tag them to alert them to important information in your own internal chat system
Get a complete overview of your multiple sites or showrooms with our branch feature. Or, choose Group to monitor what's going on across a number of companies
Working independently of the interactive schedule board the diary is designed to give visibility of where everyone is at any one time, making it easier to book new appointments and meetings
Business Pilot is integrated with more than 7,000 Apps, including MailChimp, Google Drive, VOIP systems, Microsoft Teams, Facebook via our integration with Zapier
© Business Pilot (CRM) Ltd
