Installation Company ERP / CRM

Solar panel Company CRM

A business management system built for installers by installers

One size fits all CRMs just don’t work for installers. We know, we run installation companies and that’s why we decided to build a solar panel installation company CRM specifically for us and for you! Now with so many solar panel installers joining Business Pilot, isn’t it time you came on board?

Run a better solar panel installation company

Solar panel company crm software

If you’re in the solar panel business, specialising in installations, you know that managing projects, clients, and inventory can be a daunting task. That’s where our business management system comes in.

Designed with solar installation companies and panel companies in mind, our CRM software can help you streamline your workflow, improve communication, and provide exceptional service to your customers. With features such as project management, scheduling, and invoicing, our system can help you manage all aspects of your solar panel business.

Plus, with customizable settings and a user-friendly interface, our software can be tailored to fit the specific needs of your solar panel company. Whether you’re a small business or a large enterprise, our dedicated support team is always available to help you make the most of our solar panel company software.

There is a lot of CRM software available that works for any business, and there are a variety of digital tools for solar panel installers that do a small selection of the things you need. What was missing before Business Pilot was a single tool (call it business management, CRM or even ERP) that helps you to run a better solar panel business company and keep on track with every area of your business.

status section and map section in our crm for builders

So, what makes Business Pilot so different for solar panel companies?

Of course, to see why Business Pilot is the best choice for a solar panel installation company CRM is to take the free trial and dig around yourself. We can even carry out a demo to show you around, but in the meantime, here are just some of the reasons we know you will love the system.

From start to finish we have you covered
How our Solar panel CRM Converts leads to contracts

Business Pilot is a CRM tailored for solar panel companies that enhances operations by integrating lead management, project tracking, and invoicing systems, streamlining workflow and boosting productivity in the solar industry.

Business Pilot starts with lead management. You can connect the system to your website to ensure you never miss another inbound lead. 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 solar panel installation companies too.

We’ve not even mentioned the FREE App that the sales team 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!

crm for builders converting leads to contractsI
crm for builders managing contracts
Transform how you run your window and door installation business

We know that the biggest headaches for solar panel installation companies are typically in the management of the contract after it has been won. How do you 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.

Based on the number of days 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. This feature alone will transform how you run your solar panel installation business.

Everyone follows the correct process every time

Our Status progression feature allows you to map all of your internal processes into your Business Pilot system which means that everyone can 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.

Your surveyors and installation teams are not left out. They get to use the free App providing the information you want to supply them 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 mobile App automatically.

pc showing how our software allows all members of the team to access information in real time
business pilots subscription includes everything
Your Business Pilot CRM subscription includes everything

Remedials and service calls are dealt with in the system, as are guarantees etc. You can run all your financial reports within Business Pilot and easily export data to your accounting software. Our CRM will make you more efficient, more consistent and more profitable.

Talking of subscriptions, your Business Pilot subscription includes everything! Use unlimited postcode lookups for addresses or quickly and easily upload as many documents and images as you need without worrying about running out of storage. We have the best support and training in the industry with so many help videos and our online knowledgebase for 24/7 access.

Business Pilot’s solar panel company CRM enhances efficiency by streamlining workflows and improving communication. It aids in managing projects, clients, and inventory effectively, and includes features like project management, scheduling, and invoicing. This comprehensive approach helps solar panel companies manage all aspects of their business, from sales to service, making operations more efficient and customer-focused.

When looking for CRMs for your solar panel businesses, look for features that support the unique needs of the industry. Business Pilot’s CRM includes lead management with website integration, specialised sales reporting, and a mobile app for field teams. Additionally, it offers an interactive schedule board for efficient project planning, a status progression feature for process consistency, and comprehensive business management tools including financial reporting. These features collectively help in effectively managing the nuances of solar panel installation projects and customer relationships.

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.

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