Installation Company ERP / CRM

Fitting Company CRM

A business management system built for installers by installers

A business management system built for installers by installers

One size fits all customer relationship management (CRMs) just don’t work for fitters. We know. We run fitting companies and that’s why we decided to build fitting company CRM software specifically for you. And us!

Now with so many fitters joining Business Pilot, isn’t it time you came onboard?

CRM for a fitting company

There are lots of CRM’s available that work for any business. There are even a variety of digital tools for fitters that do ‘some’ of the things you need. What was missing before Business Pilot and is still missing outside of Business Pilot is a single tool (call it business management, CRM or even ERP) that helps you to run a better fitting company in every area of your business.

The best part is that we are not finished yet either. We don’t ever think we will be. We listen to our customer experiences, we ask our fitting company customers what challenges they face on a day-to-day basis.

They are often the same challenges we face of course. Where we can dream up a solution to the challenge, we get to work.

status section and map section in our crm for builders

So, what makes Business Pilot so different for fitting companies?

Of course, the best way to see why Business Pilot is the best choice for a CRM for fitting companies is to take the free trial and dig around yourself. We can even carry out a demo to show you around. In the meantime, here are just some of the reasons we know you will love the system.

From start to finish we have you covered

Convert leads to contracts

Business Pilot starts with lead management (contact management). You can connect the system to your website to ensure you never miss another inbound lead. It separates out the concept of a contact (person) and an lead (opportunity), so you might have multiple leads for the same contact. Through the contact record you can see all the leads and contracts that person has had with you.

Lead management is standard to CRM systems, but where Business Pilot comes into its own is how you convert leads to contracts and maintain all the right information. The sales management reporting is designed specifically for fitting companies too. That’s all before we mention the free App that sales team users can use in the field. To streamline the sales process, your sales manager will be receiving images, voice notes, messages etc. all into their Business Pilot system before the rep has arrived back at the office!

crm for builders converting leads to contractsI
crm for builders managing contracts

Transform how you run your window and door fitting business

The biggest headaches for fitting companies are typically in the management of the contract once it is won. How to ensure goods are ordered, confirmed, and delivered ahead of the install date and at the correct cost. Business Pilot is the most comprehensive business management system available in this area.

Within the contract you can set up how many install days will be allowed and the value of each purchase order. Once the contract is setup correctly in the system, Business Pilot has your back. If an invoice comes in that falls outside of the tolerance you set for price creep, it will be flagged to you for further sign off. Our users have saved thousands from this feature alone.

Based on the number of days you have set for an installation; you are presented with cards to add to your interactive schedule board. This is the heart of the system and allows you to see your installations at a glance. If you need to add more days to an install, you simply explain why.

All of this is used for your reporting and helps to highlight why you are not making the expected margin on any specific job. If you haven’t seen the schedule board inside Business Pilot, you should take the free trial. Just this feature will transform how you run your fitting business.

Everyone follows the correct process every time

It’s not just the schedule board though. Our Status progression feature allows you to map all of your internal business processes into your Business Pilot system and then have everyone follow the correct process every time. You can see where each lead or contract is getting stuck and even have the system automate certain tasks like sending emails at key points in the process.

Because you can set as many ‘progressions’ as you need, you could have a progression for each type of lead or contract you take on. If things change, you can move leads or contracts to a different progression. It is the perfect blend of creating consistency in your business without being so rigid that your own processes tie you up in knots!

Your surveyors and installation teams are not left out. They get to use the free App providing the information you want them to have, whilst on site. You simply tag documents in the system that you want visible on the App. As you book appointments for your teams, those jobs appear in their App automatically.

Again, within the App, users can upload photos and messages etc. These are all automatically added to the right contract. Imaging having photos of every completed installation ready in case your customer calls in to discuss your work.

pc showing how our software allows all members of the team to access information in real time
business pilots subscription includes everything

Fitting company software

Your Business Pilot subscription includes everything

Remedials and customer service calls are dealt with in the system, as are guarantees etc. You can run all your financial reports within Business Pilot and easily export data to your accounting software. The whole way Business Pilot has been designed is to be intelligent and take the heavy lifting out of the job for you.

Using Business Pilot as your window fitting customer service software  will make you more efficient, more consistent, and more profitable. Don’t take our word for it though. Take a free trial and even speak to other Business Pilot users. After all, we have just skimmed over some of the features that you get access to as part of your subscription.

Talking of subscriptions, your Business Pilot subscription includes everything! Use unlimited postcode lookups for addresses or upload as many documents and images as you need without running out of storage. Even our App is free for all users.

We have the best support and training in the industry with so many help videos and the knowledgebase for 24/7 access to the best way to do everything. Go ahead and sign up for the free trial and see for yourself why Business Pilot really is the best fitting company CRM.

Fitting Company Enterprise Resource Planning

Optimise Your Business with Our Advanced fitting company ERP System

Business Pilot’s ERP system is designed to elevate fitting companies by integrating essential business processes, improving efficiency, and driving profitability.

Key Features and Benefits:

  • Unified Management: Efficiently handle job tracking, inventory control, and sales processes.
  • Real-Time Insights: Gather real time data and automated reports for informed decision-making.
  • Customisable Workflows: Tailor the system to meet your unique business needs.

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 fitting company CRM system.

Because the system is much more than a regular fitting company erp system, we are even on hand to talk you through how other fitting 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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