installation crm free trial

There’s No Better Way Than to Get Stuck In

We know that you will see straight away how Business Pilot can help your installation business. So, the best way for us to let you see that is through our Free Trial. We have pre-loaded the trial with Demo data for you so that you can see how the system works immediately. You can add, modify and delete records to your hearts content. You can report, export and manipulate the data as you see fit. What’s more, you can take the trial in the office, at home or overseas! You can use a desktop, tablet or phone. Go ahead, have unrestricted access and then you can decide whether Business Pilot will work for you.

Full access to every feature, not a cut-down demo

Demo leads, quotes and jobs preloaded so you can start immediately

A real person from the team to help you set up, if you want it

★★★★★ Rated 5 out of 5 by installation businesses across the UK

Start your free trial

Your login lands in your inbox in minutes. No card, no contract.

  • We will email your demo link instantly to the email address you provide. We advise using your business email address.

✓ No credit card    ✓ No setup fees    ✓ Takes 30 seconds

Thousands of users now rely on Business Pilot CRM system every day!

Windows 4 You
Ableglass
Frameless Glass Curtains
Habify
Passivlux
Sashwise
Buildmer
New Look Windows
Clyde Built
Sussex Glazing
Nottingham Window Company
Conserv-A-Tech
Where the money goes

Three leaks your trial will show you in the first week

Most installation businesses are losing money in the same three places. Load your own leads and jobs, or use the demo data, and watch where it goes.

Leads going cold

Enquiries sit in inboxes and on pads while the hot ones cool off. Business Pilot grades every lead by temperature and sets the follow-up task, so the best opportunities get called first.

Lead grading · Quote tracking

Jobs slipping through

A survey missed, a delivery late, a fitter double-booked. The drag-and-drop schedule board checks install dates against supplier deliveries and tells the fitters when anything moves.

Schedule board · Live material tracking

Margins you can’t see

You find out what a job made months later, in the accounts. Live job costing shows profit on every contract while it’s still running, and pushes the numbers straight into Xero, Sage or QuickBooks.

Live job costing · Accounts integration
What happens next

From this form to your first login in minutes

No sales call before you can see the system. No onboarding fee. You get the real Business Pilot straight away, and help from people who understand installation businesses when you want it.

✓ 14-day free trial ✓ No credit card ✓ No setup fees
Step 1 30 seconds

Fill in the form

A short form. No card, no contract, nothing to download.

Step 2 Within minutes

Your login lands in your inbox

Click the link and you’re inside the full system, not a cut-down demo.

Step 3 Days 1–14

Explore with demo data, or load your own

Demo leads, quotes and jobs are preloaded. Add, edit, report and export as much as you like.

Step 4 When you’re ready

A quick call from someone who’s done your job

The team have run installation businesses. They’ll show you the bits that matter to yours. Optional, never pushy.

Nothing held back

Everything’s switched on from day one

Access a full version of Business Pilot for 14 days with no setup fees or credit card requirements. Because the platform was built for installers, by installers, every feature is designed to handle the specific operational realities of an installation business.

Instant Setup

Start exploring the dashboard and core features immediately.

Industry Support

A library of short, functional videos and a team that understands the installation journey firsthand.

Peer Insight

Speak with an existing user to see how the system is applied in businesses similar to yours.

Before you start

Questions installers ask before they try it

Anything else? Call 0333 050 7506 and talk to someone who’s run an installation business.

🔒 Your data stays yours. UK-hosted, GDPR compliant.

How long does the free trial last?

14 days, with full access to every feature. Demo leads, quotes and jobs are preloaded so you’re not staring at an empty screen.

Do I need to enter a credit card?

No. No card, no setup fees, no contract. You’ll never be charged for the trial.

What happens when the 14 days are up?

Nothing automatic. Someone from the team will get in touch to see how you got on and talk through the plan that fits your business. If it’s not for you, the trial simply ends.

Can my fitters use it on site?

Yes. The BPSite app on iOS and Android gives installers the job details, specs, photos and digital sign-off on their phone, and it’s included in the trial.

Can I bring my own leads and jobs in?

Yes. Add, edit and import your own data alongside the demo data, and export anything you create. The team can help you load it on your set-up call.

Ready when you are

Stop paying for admin you can’t see.
Start your free trial today.

Every day on spreadsheets and WhatsApp is a day of leads going cold and margins you can’t see. Fourteen days is long enough to know.

14 days of the full system
£0 no card, nothing charged
30s to fill in the form
14-day free trial No card needed
Start My Free Trial