There are lots of CRM’s available that work for any business. There are even a variety of digital tools for installers that do ‘some’ of the things you need. What was missing before Business Pilot and is still missing outside of Business Pilot is a single tool, some Installation company software (call it business management, CRM or even ERP) that helps you to run a better installation company in every area of your business.
The best part is that we are not finished yet either. We don’t ever think we will be. We listen to all our installation company customers and ask them what challenges they face on a day-to-day basis. They are often the same challenges we face of course. Where we can dream up a solution to the challenge, we get to work.
As part of this installation company ERP system, you get full software for installation company needs, from quoting to installation tracking, post-install service, and reporting.
Of course, the best way to see why Business Pilot is the best choice for a CRM for installations companies is to take the free trial and dig around yourself. We can even carry out a demo to show you around. In the meantime, here are just some of the reasons we know you will love the system.
Business Pilot starts with lead management. You can connect the system to your website to ensure you never miss another inbound lead. It separates out the concept of a contact (person) and an lead (opportunity), so you might have multiple leads for the same contact. Through the contact record you can see all the leads and contracts that person has had with you.
Lead management is standard to CRM systems, but where Business Pilot comes into its own is how you convert leads to contracts and maintain all the right information. The sales management reporting is designed specifically for installation companies too. That’s all before we mention the free App that sales users can use in the field. Your sales manager will be receiving images, voice notes, messages etc. all into their Business Pilot system before the rep has arrived back at the office!
The biggest headaches for installation companies are typically in the management of the contract once it is won. How to 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. Within the contract you can set up how many install days will be allowed and the value of each purchase order. Once the contract is setup correctly in the system, Business Pilot has your back. If an invoice comes in that falls outside of the tolerance you set for price creep, it will be flagged to you for further sign off. Our users have saved thousands from this feature alone.
Based on the number of days you have 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. All of this is used for your reporting and helps to highlight why you are not making the expected margin on any specific job. If you haven’t seen the schedule board inside Business Pilot, you should take the free trial. Just this feature will transform how you run your installation business.
It’s not just the schedule board though. Our Status progression feature allows you to map all of your internal processes into your Business Pilot system and then have everyone 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. Because you can set as many ‘progressions’ as you need, you could have a progression for each type of lead or contract you take on. If things change, you can move leads or contracts to a different progression. It is the perfect blend of creating consistency in your business without being so rigid that your own processes tie you up in knots!
Your surveyors and installation teams are not left out. They get to use the free App providing the information you want them to have, 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 App automatically. Again, within the App, users can upload photos and messages etc. These are all automatically added to the right contract. Imaging having photos of every completed installation ready in case your customer calls in to discuss your work.
Remedials and service calls are dealt with in our CRM software, as are guarantees etc. You can run all your financial reports within Business Pilot and easily export data to your accounting software. The whole way Business Pilot has been designed is to be intelligent and take the heavy lifting out of the job for you. Using Business Pilot as your installation company CRM will make you more efficient, more consistent, and more profitable. Don’t take our word for it though. Take a free trial and even speak to other Business Pilot users. After all, we have just skimmed over some of the features that you get access to as part of your subscription.
Talking of subscriptions, your Business Pilot subscription includes everything! Use unlimited postcode lookups for addresses or upload as many documents and images as you need without running out of storage. Even our App is free for all users. We have the best support and training in the industry with so many help videos and the knowledgebase for 24/7 access to the best way to do everything. Go ahead and sign up for the free trial and see for yourself why Business Pilot really is the best installation company CRM.
Ken Rhodes, Owner & Director of The Ken Rhodes Group, talks about digitalising operations when he took over the family company in 2016.
An installation company ERP system is software that connects all parts of an installation business, including sales, project management, scheduling, and financial tracking, into one platform. Unlike standalone tools, an ERP system gives full visibility across the entire operation, from initial enquiry through to completed installation and aftercare.
Business Pilot functions as an installation company ERP system by combining CRM, workflow management, and reporting into a single solution. This allows installation businesses to reduce manual processes, improve coordination between teams, and maintain control over projects at every stage. For growing companies, having an integrated system is essential for scaling efficiently and avoiding operational bottlenecks.
The best CRM for an installation company is one that goes beyond basic contact management and supports the full installation lifecycle. This includes managing leads, tracking quotes, scheduling engineers, and monitoring project progress in one system.
Business Pilot is designed as a CRM for installation companies, allowing businesses to manage enquiries, convert leads into jobs, and track installations from start to finish. By connecting sales and operations, it ensures a smoother workflow and helps teams stay aligned, ultimately improving efficiency and customer experience.
Installation management software improves efficiency by organising jobs, schedules, and resources within a single platform. Without it, installation businesses often rely on spreadsheets or disconnected tools, which can lead to missed appointments, delays, and poor communication.
With Business Pilot, installation management software is built into the wider system, enabling teams to plan jobs, assign engineers, and track progress in real time. This reduces admin time, improves visibility, and ensures that installations are completed on time and to a consistent standard.
When choosing installation company software, it’s important to look for features that support the full workflow of your business. This includes lead management, quoting, job scheduling, project tracking, and reporting, all within a single system.
Business Pilot provides these features as part of a complete installation business CRM, helping companies manage both sales and operations together. This ensures that every job is tracked from initial enquiry through to completion, improving organisation, reducing errors, and supporting long-term growth.
Many installation businesses look for a CRM with a free trial to test how well it fits their processes before committing. A free trial allows companies to explore features such as lead management, scheduling, and reporting without upfront investment.
Business Pilot offers guided demonstrations and onboarding support rather than a generic self-serve trial, ensuring that installation companies see how the system works in real-world scenarios. This approach helps businesses understand the full value of the platform and how it can be tailored to their specific workflows.
Installation and service software is designed to manage both the initial installation of systems and any ongoing maintenance or servicing work. This is particularly important for businesses that offer long-term support contracts or recurring services.
Business Pilot supports installation and service workflows by allowing companies to track projects, manage schedules, and maintain customer records in one place. This ensures continuity between installation and aftercare, helping businesses deliver a consistent service and build stronger long-term client relationships.
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 installation company erp system, 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.
Take our installation CRM free trial to see how Business Pilot’s system helps you manage leads, job scheduling, installations, and service work, all in one powerful platform.
