Business Pilot has introduced a new SMS feature within its CRM system, giving installers a faster, more reliable way to keep in touch with their customers.
The update offers integrated tools that help installers reduce missed appointments, maintain professional communication, and deliver a smoother customer journey. From automated reminders for sales visits, surveys and service calls, to personalised templates that draw directly on project data, the feature is designed to make customer contact more efficient and consistent.
“All too often, communication gaps lead to unnecessary call-backs or wasted appointments,” said Elton Boocock, Managing Director of Business Pilot. “By embedding SMS into Business Pilot, we’re giving installers a way to communicate instantly, without adding extra admin. It’s a simple but powerful addition that can have a big impact on day-to-day operations.”
Every SMS sent is automatically logged in the system, creating a full traceable record of customer interactions. Installers can also build SMS into status progressions, ensuring customers are kept updated at key stages of their project.
“SMS messages can be set to trigger automatically at key project milestones – for example, sending a personalised message to confirm when a survey has been booked, when an installation date is approaching, or even when works are completed”, explained Elton.
“By combining templates with status-driven SMS triggers, installers can ensure consistent, timely communication that keeps customers fully informed without adding extra admin.”
Dedicated business numbers are provided for each company, with full compliance measures in place. Flexible message bundles are available, starting at 250 messages, allowing installers to scale their use of SMS according to business demand.
Elton concluded: “Our goal is always to make life easier for installers. With SMS, they can spend less time chasing customers and more time delivering great service. It’s about giving them practical tools that improve efficiency and build stronger relationships.”
