BPmail enables you to send emails to customers from within the Business Pilot system. You can easily set up templates for emails about contracts, deposits or appointments, attach images and documents and the best part is that you have a full record of all emails your customer has received from your team – in one place.
We’ve all had those moments where we know that we’ve sent an email, but whichever way you search, you just can’t find it…. well, with BPmail, you’ll never have that problem. By integrating emails within the Business Management system, we’ve created a better way to communicate with your customers, and every single email you send is stored in one place – within the lead or contract it relates to. So, you’ll never lose a message again!
A unique email address and mailbox is created for every lead or contract you create can be used externally too. So as long as you CC the email address when you use another email programme, it will appear in Business Pilot. You can forward other emails to it as well, keeping everything in one place.
BPmail templates are one of the most used features in our system. You can create as many templates as you need, so you never have to write another quote/contract/invoice/statement email ever again! Simply create a template with your usual message and it will be there to use for every job with the click of a button.
Email templates feature placeholders too, which are automatically updated with the information from your lead or contract, so there’s no going back and forth finding the right names, job numbers or quote information – it’s filled in automatically and completely accurate, every time.
Documents and images can be easily attached to your emails too. You can also attach template documents, which will also be populated with the correct information from your lead or contract. So, for example when you want to send a deposit invoice request email, the email is populated with key information about the job and the invoice, whilst the attachment is the invoice itself. So, you’ve sent an email, with the correct attachment without having to write an email or create the invoice!
You can take your timesaving to an even higher level with Status Progressions. By incorporating an email send into your pipeline, these emails will automatically send when you move a lead or contract to the next step in your sales process. It’s just like magic…!
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
© Business Pilot (CRM) Ltd
