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Plans

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!

Main System Features

MAIN SYSTEM
FEATURES
Full LicenceSales LicenseInstallers License
ENQUIRIES ADDED AUTOMATICALLY FROM YOUR WEB FORMS
MANAGE ENQUIRIES FROM ALL SOURCES
SEE ACTIVITY FROM A CONTACT ACROSS MULTIPLE ENQUIRIES
CREATE GDPR COMPLIANT MARKETING LISTS TO YOUR CUSTOMER BASE
SHOW YOUR RECENT TRUSTPILOT REVIEWS IN YOUR DASHBOARD
SEE YOUR PERSONALISED DASHBOARD SHOWING ALL YOUR DUE TASKS
STORE ALL CUSTOMER AND CONTRACT DOCUMENTS WITHIN ONE PLACE
USE POSTCODE LOOKUPS TO ENFORCE CLEAN DATA (NO ADDITIONAL CHARGES)
MANAGE LEADS THROUGHOUT THE ENTIRE SALES PROCESS
ORGANISE YOUR OWN DIARY OR HAVE OTHERS SET YOUR APPOINTMENTS
MANAGE YOUR TASKS, DEADLINES AND DEPENDIENCIES
SET LEAD TEMPRATURES (COLD > WARM > HOT) FOR LIVE LEADS
EMAIL DIRECTLY FROM WITHIN THE SYSTEM WITH FULL TRACKING
SEARCH FOR ANYTHING IN THE SYSTEM WITH OUR POWERFUL SEARCH TOOL
CREATE AND MANAGE INVOICES WITH COMPLETE BUILT IN INVOICING SYSTEM
EXPORT ALL FININCIAL DATA TO YOUR ACCOUNTS SOFTWARE
EXPORT ALL FININCIAL DATA TO YOUR ACCOUNTS SOFTWARE
FILTER AND SORT ACTIVITY HISTORY ACCORDING TO EMPLOYEE, ACTIVITY ETC.
GO PAPERLESS WITH EASY TO USE DIGITAL DOCUMENT TEMPLATES
RECEIVE NEW APPOINTMENT BOOKING NOTICES BY EMAIL
ENABLE KEY DETAILS AND ACCESS TO DOCUMENTS FOR USE ON THE APP
MANAGE ALL YOUR REMEDIAL AND SERVICE CALLS
EASILY SPOT TRENDS IN SERVICE CALLS/ MANUFACTURING ISSUES
LOG AND RESOLVE COMPLAINTS EFFICIENTLY
TRACK PROGRESS IN REAL TIME
SAVE IMAGES, DOCUMENTS, VOICENOTES AND MORE
VIEW ALL ACTIVITY FOR ANY OF YOUR CONTACTS/LEADS
EXPORT ACTIVITY FOR CONTACTS/LEADS DATA TO PDF/EXCEL
VIEW ALL ACTIVITY FOR ANY OF YOUR CONTRACTS/REMEDIALS/SERVICE CALLS
EXPORT ACTIVITY FOR CONTRACTS/REMEDIALS/SERVICE CALLS DATA TO PDF/EXCEL
MANAGE EACH PROJECT FROM START TO FINISH
MANAGE YOUR INSTALLERS WITH AN INTERACTIVE SCHEDULE BOARD
MANAGE BOTH INTERNAL AND EXTERNAL TEAMS ON THE SCHEDULE BOARD
CREATE PURCHASE ORDERS TO TRACK, BOOK AND RESCHEDULE DELIVERIES AND REORDERS
BULK UPLOAD SUPPLIER INVOICES AGAINST PURCHASE ORDERS
EXPORT TO ACCOUNTS SOFTWARE
SEND JOBS TO SALES REPRESENTATIVES (INC. TO THEIR APP)
SEND JOBS TO YOUR SURVEYORS (INC. TO THEIR APP)
SEND JOBS TO SERVICE ENGINEERS (INC. TO THEIR APP)
SEND JOBS TO INTALLERS (INC. TO THEIR APP)
ADD ALL/ANY COSTS TO JOB COSTS SHOWING TRUE COST OF ANY JOB
SWITCH BETWEEN DIFFERENT VIEWS QUICKLY AND EASILY
USE FILTERS AND SORT TO FIND INFORMATION FASTER
CONTROL EVERY ASPECT OF ANY GIVEN PROJECT/CONTRACT
MANAGE ALERTS AND INDIVIDUAL USER PERMISSIONS
MANAGE USERS, ACCESS RIGHTS ETC. AS YOUR COMPANY CHANGES
SEE AN ACURATE VIEW OF YOUR BUSINESS FORECASTS
ACCESS REPORTING ON ALL AREAS OF YOUR BUSINESS
VIEW COMPANY OR INDIVIDUAL PERFORMANCE LEVELS/TRENDS
TRACK YOUR TOP PERFORMERS AND MANAGE INDIVIDUAL TARGETS
CONSOLODATE DATA INTO AUTOMATIC REPORTS
VIEW ACTIVITY STREAM WITH USER AND SYSTEM GENERATED NOTES
LOG PRODUCT GUARENTEES AND KEY CONTRACT INFORMATION

App Features

APP
FEATURES
Full LicenceSales LicenseInstallers License
RECEIVE KEY APPOINTMENT DETAILS OF YOUR JOBS IN THE APP
NAVIGATE TO APPOINTMENTS WITH GOOGLE MAPS INTEGRATION
ACCESS YOUR APP ANYWHERE, ON ALL PLATFORMS
PREPARE FOR CUSTOMER MEETINGS/APPOINTMENTS/INSTALLS ON THE GO
COMPLETE MANDATORY QUESTIONS TO ENSURE YOU’RE SAFE ONSITE
TAKE PICTURES ON YOUR, UPLOADED DIRECTLY TO YOUR CUSTOMERS FILE
ADD DOCUMENTS, VOICE NOTES AND MORE VIA YOUR APP
KEEP TEAM INFORMED WITH REAL-TIMES UPDATES USING THE APP
MARK INSTALLATIONS COMPLETE WITHIN YOUR APP
UPDATE YOUR JOBS OFFLINE WHILE IN RURAL LOCATIONS
USE THE SAME APP FOR ALL ROLES YOU COVER (SALES, SURVEY, INSTALL, SERVICE)
USE THE APP TO GET ALL INFORMATION RELATING TO YOUR INSTALLS

Customer Features

CUSTOMER
FEATURES
Full LicenceSales LicenseInstallers License
ACCESS TO ALL KNOWLEDGEBASE ARTICLES
PERSONALISE YOUR SYSTEM WITH BESPOKE/CUSTOM FIELDS
IMPLEMENT CUSTOM SALES PROCESSES FOR DIFFERENT SALES TYPES
IMPLEMENT CUSTOM OPERATIONS PROCESSES FOR DIFFERENT CONTRACT TYPES
EASILY MAKE NECESSARY CHANGES TO EVOLVING SALES PROCESSES
ACCESS FULL TRAINING AND SUPPORT AT TIME OF ONBOARD
RECEIVE AUTOMATIC UPDATES OF NEW FEATURES WITHIN YOUR SUBSCRIPTION
RUN BOTH RETAIL AND TRADE DEPARTMENTS ON THE SAME SYSTEM/APP

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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