Leads going cold
Enquiries sit in inboxes and on pads while the hot ones cool off. Business Pilot grades every lead by temperature and sets the follow-up task, so the best opportunities get called first.
Lead grading · Quote trackingStart your 14-day free trial and see exactly where leads, jobs and margins are slipping. Full access to the system installers run on, nothing to install, no credit card.
Full access to every feature, not a cut-down demo
Demo leads, quotes and jobs preloaded so you can start immediately
A real person from the team to help you set up, if you want it
Your login lands in your inbox in minutes. No card, no contract.
✓ No credit card ✓ No setup fees ✓ Takes 30 seconds
Thousands of users now rely on Business Pilot CRM system every day!
Most installation businesses are losing money in the same three places. Load your own leads and jobs, or use the demo data, and watch where it goes.
Enquiries sit in inboxes and on pads while the hot ones cool off. Business Pilot grades every lead by temperature and sets the follow-up task, so the best opportunities get called first.
Lead grading · Quote trackingA survey missed, a delivery late, a fitter double-booked. The drag-and-drop schedule board checks install dates against supplier deliveries and tells the fitters when anything moves.
Schedule board · Live material trackingYou find out what a job made months later, in the accounts. Live job costing shows profit on every contract while it’s still running, and pushes the numbers straight into Xero, Sage or QuickBooks.
Live job costing · Accounts integrationNo sales call before you can see the system. No onboarding fee. You get the real Business Pilot straight away, and help from people who understand installation businesses when you want it.
A short form. No card, no contract, nothing to download.
Click the link and you’re inside the full system, not a cut-down demo.
Demo leads, quotes and jobs are preloaded. Add, edit, report and export as much as you like.
The team have run installation businesses. They’ll show you the bits that matter to yours. Optional, never pushy.
Access a full version of Business Pilot for 14 days with no setup fees or credit card requirements. Because the platform was built for installers, by installers, every feature is designed to handle the specific operational realities of an installation business.
Start exploring the dashboard and core features immediately.
A library of short, functional videos and a team that understands the installation journey firsthand.
Speak with an existing user to see how the system is applied in businesses similar to yours.
Anything else? Call 0333 050 7506 and talk to someone who’s run an installation business.
🔒 Your data stays yours. UK-hosted, GDPR compliant.
14 days, with full access to every feature. Demo leads, quotes and jobs are preloaded so you’re not staring at an empty screen.
No. No card, no setup fees, no contract. You’ll never be charged for the trial.
Nothing automatic. Someone from the team will get in touch to see how you got on and talk through the plan that fits your business. If it’s not for you, the trial simply ends.
Yes. The BPSite app on iOS and Android gives installers the job details, specs, photos and digital sign-off on their phone, and it’s included in the trial.
Yes. Add, edit and import your own data alongside the demo data, and export anything you create. The team can help you load it on your set-up call.
Every day on spreadsheets and WhatsApp is a day of leads going cold and margins you can’t see. Fourteen days is long enough to know.
Reading about it only gets you so far. Start a free 14-day trial and try every feature on demo leads, quotes and jobs. No card, no commitment.
Your login lands in your inbox in minutes. No card, no contract.