fbpx

SMALL BUSINESS CRM

A CRM for small businesses. A Feature packed tool for BIG impact!

Small Business CRM to Simplify Your Customer Management and Grow Your Business

Running a small business comes with countless challenges, from managing leads and sales to keeping customers happy and your team aligned. That’s where our small business CRM comes in. Designed specifically with small businesses in mind, our CRM software helps you organize your contacts, automate repetitive tasks, and nurture customer relationships, so you can focus on what really matters: growing your business.

Take control of your business with a CRM for plumbers

Managing jobs, clients, and operations shouldn’t be chaos—and with Business Pilot, it isn’t. Built by installers for installers, our CRM does more than manage contacts. It streamlines your entire workflow, boosts team communication, and helps you deliver standout service every time.

While other large scale corporate CRMs try to fit every business, or tools only solve one piece of the puzzle, Business Pilot brings everything together in one powerful platform. Call it a CRM, business management tool, or even ERP—it’s designed to run your whole plumbing business better.

We don’t guess what plumbers need—we ask. Then we build. The problems you face daily are the same ones we’ve faced ourselves, and when we find a smarter way to solve them, we bring those solutions straight to you.

status section and map section in our crm for builders
From start to finish we have you covered

What Is a Small Business CRM?

A Customer Relationship Management (CRM) system is a powerful tool that centralizes all your customer data, communications, and sales activities. Unlike complex, enterprise-level solutions, our small business CRM is intuitive and affordable, making it the perfect fit for startups, freelancers, and growing companies alike.

  • Simple, User-Friendly Design: You don’t need to be tech-savvy to get started. Our CRM has a clean interface and easy navigation that saves you time and reduces frustration.
  • Affordable for Small Budgets: We offer flexible pricing plans with no hidden fees—so you get powerful CRM tools without breaking the bank.
  • Boost Sales and Marketing: Track leads, automate follow-ups, and manage your sales pipeline with smart tools designed to help you close more deals.
  • Customizable to Your Needs: Tailor the CRM fields, dashboards, and workflows to fit your unique business processes.
  • Seamless Mobile Access: Manage your contacts and tasks from anywhere with full-featured mobile apps.
  • Reliable Customer Support: Our dedicated support team is here to assist you every step of the way, ensuring you get the most out of your CRM.
crm for builders converting leads to contractsI
crm for builders managing contracts

Why Our Small Business CRM Stands Out?

  • Simple, User-Friendly Design: You don’t need to be tech-savvy to get started. Our CRM has a clean interface and easy navigation that saves you time and reduces frustration.
  • Affordable for Small Budgets: We offer flexible pricing plans with no hidden fees—so you get powerful CRM tools without breaking the bank.
  • Boost Sales and Marketing: Track leads, automate follow-ups, and manage your sales pipeline with smart tools designed to help you close more deals.
  • Customizable to Your Needs: Tailor the CRM fields, dashboards, and workflows to fit your unique business processes.
  • Seamless Mobile Access: Manage your contacts and tasks from anywhere with full-featured mobile apps.
  • Reliable Customer Support: Our dedicated support team is here to assist you every step of the way, ensuring you get the most out of your CRM.

Business Pilot Small Business CRM

Our small business CRM is a comprehensive software solution that integrates various business processes and functions within your organisation. Our system streamlines our operations and allows us to efficiently manage everything from inventory to production to sales.

Features Built for Small Businesses
  • Contact and Lead Management: Keep all your customer info in one place and never lose track of a lead.
  • Task and Calendar Integration: Schedule meetings, set reminders, and sync your calendar effortlessly.
  • Email Automation: Send personalized emails automatically to nurture prospects and clients.
  • Sales Pipeline Tracking: Visualize your sales stages and prioritize deals that need attention.
  • Reporting and Analytics: Gain valuable insights into your business performance with easy-to-understand reports.
pc showing how our software allows all members of the team to access information in real time
crm for builders managing contracts

How Our Small Business CRM Helps You Grow

How Our Small Business CRM Helps You Grow

By organising your customer data and automating key sales and marketing activities, our CRM frees up your time so you can focus on delivering great products and services. With better insights and improved communication, you’ll build stronger relationships, increase customer satisfaction, and ultimately grow your revenue.

Case Study | Smart Vision Systems

Remi Gruszka, National Sales Manager for Smart Vision Systems, explains how Business Pilot became central to their operations.

Try Business Pilot for Free

As part of our free trial, we will send ‘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 our sales team on 0333 050 7506 or use the live chat facility.

See what Joe thinks about Business Pilot

Request a Call Back

  • This field is for validation purposes and should be left unchanged.
  • This field is hidden when viewing the form
  • This field is hidden when viewing the form