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Installation Company ERP / CRM

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How to Build a Successful Installation Business

Freedom Bespoke

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Ed and Ben run Freedom Bespoke, targeting high end residential projects with build budgets of £5M and above. They employ their fitters rather than subcontract, investing in proper benefits, paid downtime, and branded vans. Growth has come from moving up market and owning the entire glazing package rather than chasing volume.

Growth

  • Pivoted to super prime residential
  • Expanded products to own the whole glazing package
  • Quality and service win over price at this level

Visibility

  • Monthly one to ones with install manager
  • Installers included in group decisions
  • Project level P&L on every job

Cash Flow & Margins

  • Install team sees payment status before going on site
  • Fitters chase payments because it affects their schedule
  • Profit reports reveal underpriced quotes

Expert Tip

  • Culture beats metrics
  • Care about your people, they care about you
  • Reputation for care wins more business than volume

Technology

  • CRM replaced notepads and spreadsheets
  • Exact closing rates by product and project type
  • AI for lead gen but still finding the fit

Quick Takes

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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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