Installation businesses need more than a database of contacts. Customer details must remain connected to quotations, contracts, documents, purchasing, installation dates, job costs and aftercare. Business Pilot combines CRM and ERP-style operational tools so teams can manage the complete workflow without relying on disconnected spreadsheets and separate systems.
The platform continues to develop around the challenges faced by installation companies. User feedback helps shape practical improvements that support consistent processes, clearer reporting and long-term growth.
Of course, the best way to see why Business Pilot is the best choice for an installation company when it comes to CRM 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 and maintain a clear sales pipeline from enquiry through to installation. It separates the concept of a contact (person) from a 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, helping you build stronger customer relationships across every stage of the journey.
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, which is why effective project management tools are essential. 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 set up correctly in the system, Business Pilot helps the team keep the job on track. 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. Imagine having photos of every completed installation ready if a customer calls to discuss your work.
Remedials and service calls are dealt with in the system, as are guarantees etc, helping teams deliver a consistently high level of customer service. 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 CRM manages customer details, enquiries and sales activity. ERP-style tools connect that information to the wider operation, including contracts, scheduling, purchasing, job costs, documents, invoicing and reporting.
Business Pilot combines both functions within one platform. Information entered during the sales process can continue through surveying, installation and aftercare, giving office and field teams a consistent record and helping managers maintain visibility as the business grows.
An installation company CRM brings customer, lead, contract and job information together in one system. Business Pilot is built for installation businesses, helping office and field teams manage the journey from initial enquiry through scheduling, installation and aftercare.
Business Pilot connects lead management, contracts, documents, scheduling, workflow and reporting. This gives teams a shared view of each job, reduces repeated administration and helps work move through a consistent process.
Yes. Office teams can manage customers, contracts, schedules and reporting, while authorised field users can access relevant appointments and documents through the mobile app. Updates remain linked to the appropriate customer or contract record.
Yes. Installation businesses can use Business Pilot to record customer and contract information, schedule follow-up activity and keep relevant documents and communications together, supporting a clearer aftercare process.
Yes. Business Pilot integrates with Xero to share customer, invoice and bill information between the two systems, helping reduce repeated data entry and keep financial records up to date.
Installation company CRM software manages customer information, enquiries and sales opportunities. ERP software connects those records to operational and financial processes such as contracts, scheduling, purchasing, job costs and reporting. Business Pilot combines CRM and ERP-style tools so installation businesses can manage the complete job lifecycle within one connected system.
