fbpx

HOME improvement CRM

A Home improvement CRM to improve business efficiency and customer communications
One size fits all CRMs just don’t work for installers. We know, we run installation companies and that’s why we decided to build a window and door installation company CRM software specifically for us and for you! Now with so many window and door installers and double glazing companies joining Business Pilot, isn’t it time you came on board?

Home Improvement CRM built specifically for trades professionals

Our Home Improvement CRM is purpose-built for trades and installation businesses – because managing multiple projects, teams, and customers shouldn’t be a juggling act. Whether you install windows and doors, are a plumber, electrician, or another vital trade, Business Pilot streamlines your operations, enhances team communication, and helps you deliver a seamless experience from lead to installation.

While many CRM systems claim to work for “any business,” most fall short for installers. Others offer fragmented tools that only cover part of what you need. Business Pilot fills that gap – a single, end-to-end platform that combines CRM, business management, and ERP functionality, tailored specifically to the trades sector, making it the tool of choice as an all-in-one Home Improvement CRM system.

We listen closely to our users – many of whom face the same daily challenges we’ve encountered ourselves. And when a better way becomes clear, we don’t wait. We build it – fast.

status section and map section in our crm for builders
So, what makes Business Pilot's Home Improvement CRM so different?

Of course, the best way to see if Business Pilot is the best choice for your business, is to take the free trial and dig around yourself. We can even carry out a demo to show you around, but 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 with our Home Improvement CRM

Business Pilot puts lead management at the core of your operation. Seamlessly integrate your website to ensure no inbound enquiry is ever missed. Each contact record provides a full history of every lead and contract, giving your team total visibility into the customer journey.

While lead tracking is expected from any CRM, Business Pilot’s Home Improvement CRM goes further – offering a seamless lead-to-contract conversion process, backed by intelligent sales reporting built specifically for window and door installation businesses.

And the best part? Your sales team can manage it all on the go with our free mobile app. From the field, reps can send photos, voice notes, and updates directly into the system – keeping your sales manager informed in real time, often before the team is even back at the office.

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

Transform how you run your Home Improvement Business

We know that the biggest headaches for home improvement companies are typically in the management of the contract after it has been won. How do you 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.

Based on the number of days 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. This one CRM feature alone will transform how you run your double glazing installation business.

Business Pilot window company ERP

Our window company ERP (Enterprise Resource Planning) system is a comprehensive software solution that integrates various business processes and functions within your organisation. Our system streamlines our operations and allows us to efficiently manage everything from inventory to production to sales.

Everyone follows the correct process, every time

Our Status progression feature allows you to map all of your internal processes into your Business Pilot system which means that everyone can 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.

Your surveyors and installation teams are not left out. They get to use the free App providing the information you want to supply them 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 mobile App automatically.

pc showing how our software allows all members of the team to access information in real time
business pilots subscription includes everything
A Home Improvement CRM with everything you need to drive your business forward

Your Business Pilot subscription includes everything:

Remedials and 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 solution. Our Home Improvement CRM will make your business more efficient, more consistent and more profitable.

Use unlimited postcode lookups for addresses or quickly and easily upload as many documents and images as you need without worrying about running out of storage. We have the best support and training in the industry with so many help videos and our online knowledgebase for 24/7 access.

Case Study | Smart Vision Systems

Remi Gruszka, National Sales Manager for Smart Vision Systems, explains how Business Pilot became central to their operations.

Our personalised window and door CRM software can help you, by enhancing efficiency by effectively streamlining the entire lead-to-contract process. It provides effective tools for planning, tracking, and executing installations, which is vital for maintaining timelines and quality in window installation projects. This leads to an improved operational efficiency and customer satisfaction throughout the business.

Business Pilot’s unique features for window and door installation companies include a tailored CRM system that addresses the specific needs of the industry and business. Offering integrated lead management, an interactive schedule board for effective planning, a comprehensive ERP system for operational integration, and a mobile app for field teams, all designed to optimise business operations in the window and door sector. 

Try Business Pilot for Free

As part of our free trial, we will send ‘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 our sales team on 0333 050 7506 or use the live chat facility.

See what Joe thinks about Business Pilot

Request a Call Back

  • This field is hidden when viewing the form
  • This field is hidden when viewing the form
  • This field is for validation purposes and should be left unchanged.