Installation Company ERP / CRM

Feature Focus: BPmail

Seamlessly integrating your customer communications

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.

Never Lose an Email

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.

Refreshingly Accurate

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.

Feeling Attached

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!

Auto-send with Status Progression

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…!


Even Down to the Smallest Feature

Purchase Control

See when goods are due in and what margin they achieve, setting tolerances between PO’s and Invoices to manage costs


Sales Process Management

Sales teams can store and review key documents such as quotes, images, even voice memos alongside sales information throughout the process


Service History

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


Web to Lead Integration

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


Management Dashboards & Exports

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 Connected

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


Document Templates

Create as many ‘standard’ letters as you need with the document builder. Store your templates to use at any point for any lead/contract


Deliveries Due

Give your warehouse team access to what is due in by running a simple report, powered by the purchase orders of each contract


Interactive Scheduling

See the impact of moving jobs around on the interactive schedule board, linked to contracts and even each installers Site App


Financials Connected

Create purchase orders and invoices, mark off payments and have all of this connected to your accounts package


Quick Convert to Contract

Quickly convert a lead to a sale allowing different members of your team to ‘set up’ a contract


Contract Management

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


Certification Scheme Links

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


Connects to your Other Tools

Seamless connections with the other software systems you use, from accounting to design and quote software including Xero, Tommy Trinder, Windowlink & more


Stock Management

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


Status Progression

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


Branch & Group

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


Zapier Integration

Business Pilot is integrated with more than 7,000 Apps, including MailChimp, Google Drive, VOIP systems, Microsoft Teams, Facebook via our integration with Zapier


Try Business Pilot for Free

As part of our free trial, we will send a whole series of 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 us on 0333 050 7506 or use the live chat facility.

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