Installation Company ERP / CRM

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The CRM for US Contractors

Made for contractors, by contractors, Business Pilot is the complete business management system for construction, home improvement and glazing specialists.

Natively cloud, the system offers much more than just a CRM – it’s a complete business management software solution that has been tailored for contractors across the USA to help you succeed and grow.

Lead, sale & contract management

The Business Pilot system is seamlessly connected to your company website, so you never miss a sales lead. You can also manually add contact details, lead information and quote details into the system, when customers contact you by phone or email.

BPmail, our integrated emailing system, keeps all messages and contact with customers in one easy-access inbox, so everyone in your team can always have their finger on the pulse, and access the latest contract information and updates.

Our quick ‘convert-to-contract’ feature makes light work of converting sold leads to contracts. It can trigger events such as confirmation emails and tasks and send your new project into a new status progression pipeline to help create an exceptional customer experience.

Installation & fitting

A live, interactive job scheduling board makes it easy to organise project fitting dates and manage multiple onsite teams in one window. The schedule board fully links with the purchase order and delivery system, to alert you if products won’t arrive in time for the fit date.

Fitters and contractors can use the BPsite App to see contract and job information, view, upload and download photos and documents, mark projects as complete and access the integrated Google Maps feature.

In-depth finance management

In-built purchase orders, job costs, invoicing and delivery records help you to have full visibility of your finances, monitor job costs and keep a close eye on your margins.

The reports and management information areas offer incredible overview of your company. Separate sales, leads, status, marketing and operations dashboards with key stats and figures, highlight key performance indicators in your business in just one click.

Finance reports, live purchase orders, job costs and much more can be exported as PDFs or spreadsheets for more in-depth analysis when you need it.

Key features

  • Fully mobile system
  • Website enquiry to lead integration
  • Purchase control, stock management and delivery schedules
  • Sales process & contract management
  • Installation & service call management
  • Live job scheduling board
  • BPmail: customer e-mailing system
  • Job status progression
  • Storage for documents, photos, notes and voice notes
  • Financial management including invoice and purchase order creation, financial exports and profitability reports
  • Task management for your team



Pricing & Licensing

We have a set-price licensing model, with Full, Sales/Survey and BPsite license options, so everyone within your construction contractor company can have access to all of the information that’s relevant to their role.

Every license offers access to the  App version of Business Pilot, for easier business management whilst you’re out on site.

Start Your Free Trial

Free Trial Request

  • We will email your demo link instantly to the email address you provide. We advise using your business email address.
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Thousands of users now rely on Business Pilot CRM system every day!

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 /ERP 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.

See what Joe thinks about Business Pilot

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