Installation Company ERP / CRM

Feature Focus: Sales Process Management

A dream for your sales team

From Lead to Contract, your sales team has easy access to enquiry and contact details, can store and review key documents relating to every job, and even save voice notes to the system whilst they’re out on the road.

Take The Lead

With a direct link from your website to your Business Pilot system, you can never miss a lead. And it’s easy to add enquiries and leads that come through your showroom or on the phone, so all details are safely stored where the team can access them. Once this Contact is created, it is used for every step along the sales, installation and aftercare process, so you’ll always have those core, crucial details to hand.

Sales and survey appointments can be booked directly into the integrated BP Diary for any user and the shared diary is colour-coded by appointment type, so you can have clear visibility of your team’s schedule for the week.

The diary also links with the BP App, so your team can easily access their diary appointments and any lead or contact information whilst they’re out on the road.

Maximise Sales Opportunities

If you don’t properly track your leads, it’s easy to spend lots of time chasing timewasters and drop the ones that are worthwhile. You can temperature grade each Enquiry as soon as it enters the Business Pilot system, so your sales team spend their time on the right ones.

By integrating BPmail, our built-in emailing system, your customers are always kept up to date with notifications of sales appointments and survey bookings, and each of these messages is stored within the Contact area, so everyone in your team knows what’s been sent.

Sales teams can also take advantage of the Sales Dashboard, which has been designed with the Salesperson in mind. It gives the User an easy overview of their Tasks, Appointments, Sales Summary, including visuals of weekly, monthly, periodical or annual performance against set targets.

Winner, Winner

Once the job has been won and you’re turning that Lead into a Sale, you can use Status Progressions to ensure a consistent and seamless process from contract through to installation, so that your customers get the best customer service possible.

Business Pilot is completely cloud-based, so your Sales Team can update information whilst they’re out and about – updating the status of the job, easily creating contracts, uploading photos of the site or survey and recording voice notes with important information for the office team – all from their laptop, phone or tablet.

Manage Sales Teams & Monitor Company Performance

For MDs and company owners, all of these features are great for helping your sales team, but what’s in it for you? Reports!

The Management Information and Reporting areas in Business Pilot help you to keep track of sales, turnover and margin, for the whole team and for individual users too. If you run a number of branches or a group of companies, our Group features helps you see them all in one place, to give you the best overview.


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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