Installation Company ERP / CRM

Feature Focus: Web to Lead Integration

Never miss a lead

Our web to lead integration means that any forms on your website can be linked to the Business Pilot system. This means that whenever a form is completed, the information pulls through into the Leads section in your Business Pilot system, ready for you to follow-up!

Integrated With Your Website

We built our web to lead integration to make it straightforward to implement. You can find our how-to guide on the knowledgebase, where we’ve given clear step-by-step instructions on how to set it up using a WordPress plugin, without needing to consult a website developer. If your website isn’t on the WordPress platform, or you aren’t confident with making changes to your site, you may need some developer support.

Within the Business Pilot system, website enquiries can be viewed separately, so it’s easy to manage them before they go through into the main system. We’ve all had those forms from Joe Bloggs with a phone number of 123456789 – and nobody needs those hanging around in their business management system!

Everybody Wants To Be Informed

The Web-to-Lead integration feature pulls all of the information from your web form into the system. So, whether you have a straightforward form that requests basic contact details or one that captures extra info such as product interest and preferred times for contact, it all comes through into Business Pilot.

It gives you complete visibility of all of your web enquiries, without trawling through your inbox to find the automated emails from your website!

Follow The Lead

Once the enquiry becomes a lead, it can also be categorised by setting a ‘close-by’ date or by giving it a temperature score. You can then use the Leads Grid view to filter them, so you’re focussed on the highest priority, ‘Hot’ and ‘Warm’ leads rather than Cold!

The system can also be set-up so that a lead triggers a pipeline to start managing the status of that lead. So, it could notify sales teams and assign them a task to make a follow-up call or book an appointment.

Your sales team can then update the Lead Status, sales appointment bookings are automatically visible in the diary, and you can see information such as potential Sales Values, and filter grid views by Sales Person, follow-up dates, product types or lead status.


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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