Installation Company ERP / CRM

Feature Focus: Quick Convert to Contract

You’ve won the sale! Now what…?

We have lost count of the number of times we’ve given a Business Pilot demo to a potential new user, shown them the quick Convert to Contract feature, and they’ve said: “Oh, that’s’ good.” It’s because it is! All the information from your lead and quote automatically pulled through to the Contract creation stage, just like that!

Clear, Concise, Consistent

Winning a sale not only makes us all feel great, but it also marks a crucial stage of a job. At this point, responsibility shifts from sales to operations and it’s time to turn that home improvement dream into reality for your customer. You don’t want to waste any of the hard work your sales guys have done to win the project and you need to be confident that the customer journey from here on is just awesome.

That’s where convert to contract comes into its own. We know some businesses take a job directly from sales to operations whilst others have a stage or department where sales are checked and converted to contracts before ops get involved. Either way, convert to contract will change your life.

Convert to contract eliminates error, by automatically transferring all of the details from the lead into the contract stage. The ‘convert to contract’ action triggers a new Status Progression Pipeline to help your team follow the right processes and ensure all the right steps are taken in between sale agreement and installation.


Once you convert a Lead to a Contract, a whole host of other features open up to help you progress your job and as steps are followed through your process, the status of the contract is updated so that you can see the progression of each live job.

You can see which tasks have been assigned to which Users, monitor the progress of those tasks and keep your customer informed at each step using BPmail. Our internal mailing system keeps a record of all communications with your customer, so everyone can see what’s been sent to them.

In the Contracts grid, you can filter contracts by Status and Status Date so you can make sure things are moving along at the pace you expect.

Meanwhile, the Status Summary page enables you to see how many contracts are sat at each stage in the pipeline and view pre-filtered grid displays.

We also have a Status Dashboard in the Management Information area which shows the number of contracts being handled by each member of the operations team.

And in the Reports section, you can find a Status History Report which can be downloaded as an Excel document in just one click!


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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