Installation Company ERP / CRM

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Object Tags, the feature you never knew you needed!

One thing we pride ourselves on at Business Pilot, is that we’re always striving to make our system the best it can be in these ever-changing times. So, we added Object tags to the CRM, as we believe in being able to find the necessary information swiftly, effortlessly, and efficiently.

What are Object Tags?

Object tags allow you to add/tag additional information into a Contact, Lead or Contract. Like Document Tags (which we already have in the system), ‘Object’ tags can be anything you wish from specific or non-standard RAL colours, Important Job/Fitting Details, Fast Track info, VIP Customers etc.

Well, how do these benefit a business?

Object Tags allow any information that requires and needs to be seen by your members of staff, shape the journey of the customer and therefore, make your process from start to finish smoother. You could even use these tags to create reports enabling you to feed this information back to your colleagues and furthermore, look at ways to improve processes in the future. It’s a win win! We know, now more than ever, how pivotal it is to have these steps in place to make your businesses life easier so why not try Business Pilot out for yourself.


As we grow, Business Pilot has so much more to offer, and we want to ensure our community that they are always at the forefront of what we do and why we implement these updates and new features. You only have too ask the Business Pilot community.

Why not try our free trial and see for yourself how Business Pilot could have a huge, positive impact on your business.

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 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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