Simple License Options

We don’t believe in endless and confusing options, just choose whether your users are involved in more than sales, only sales or even just the installation itself. You can then decide what level of editing you want to let them have later!

Web Lead Integration
Export Leads to Excel / PDF
Edit Leads
Manage Contacts
Templated Sales Documents
Lead Categorisation
Sales Follow Ups
Upload Sales Documents
Upload Sales Images
Move Lead to Colleague
Book Appointments
Diary Management
Convert to Contract
Use Postcode Lookups (Free)
Contract Setup
Full Project Management
Export Contracts to Excel / PDF
Edit Contracts
Manage Contracts
Templated Contract Documents
Contract Follow Ups
Manage Contract Types
Create Invoices
Add Purchase Orders
Full Job Cost Management
Manage Other Costs
Upload Contract Documents
Upload Contract Images
Manage Delivery Dates
Schedule Installation Dates
Manage Product Guarantees
Log Service Issues
Schedule Service Calls
Manage Job Profitability
Export to Accounts Software
Move Installations on Interactive Board
Install Days Updated on Contract
Manage Installation Teams
Access Contract Details from Board
Export Deliveries Due Report
Re-schedule Delivery Dates
View Management Information
Create Management Reports
Export Financial Reports
Manage User Access Rights
Installation & Setup
Training & Support
Regular New Features
Receive Job Notes
Upload Job Notes
Upload Image, Video & Voice
Mark Jobs as Complete
Google Maps Integration for Job Location
Monthly License FeeFrom £50From £30£10

Business Pilot has a continual development cycle and all new features are included within your subscription. In fact, as a user, we encourage you to ask for more! That way, we all benefit from a continually improved system.

It’s always worth taking the free trial which also has all our latest features.

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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