Business Pilot for Business Owners

Stay in control of your business without getting lost in the detail. Business Pilot gives you the clarity you need to make smarter decisions:

  • Instant visibility of sales, operations, and performance in one dashboard

  • Real-time data to track profitability and cashflow

  • Insights to identify growth opportunities and bottlenecks

  • Confidence that nothing is slipping through the cracks

  • A system that grows with your business

Management Dashboard
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Business Pilot is a no brainer for us. It has helped us grow, and is helping us grow...it is very good value.
Andrew Davies
Andrew DaviesCo-Founder
Overnight it has started to improve our proccess, and every day since has continued to do so.
Paul Hines
Paul HinesOwner
It's a tool to run the whole business...CRMs like Salesforce and HubSpot aren't specific to the fenestration industry.
Ken Rhodes
Ken RhodesOwner and Managing Director

Business Pilot for Sales Teams

Turn leads into customers faster with less admin and more focus on selling:

  • Centralised lead and opportunity management

  • Automatic reminders and follow-ups to keep momentum

  • Quick access to customer history and communication

  • Simple tools to track targets and performance

  • Less paperwork, more time building relationships

Sales Dashboard
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The sales dashboard is a game changer. I don't know how you could run a business without it.
Paul Hines
Paul HinesOwner
...sales people hate admin but Business Pilot makes it so much simpler and allows me the time to manage the business, and most importantly, go out and do some selling.
Michael Bennett
Michael BennettManaging Director
It allows me to sell more... I can spend more time dealing with quotes, suppliers and try to work things out...
Callum Hennessey
Callum HennesseySales

Business Pilot for Operations

Keep projects, people, and processes running smoothly from start to finish:

  • Streamlined scheduling and job management

  • Real-time updates across teams to avoid delays

  • Easy tracking of progress, tasks, and deadlines

  • Clear communication tools to reduce errors and confusion

  • A smoother customer journey from first contact to completion

Operations Dashboard
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The massive change is time management....the ability to shift and change installations. Also, the ability to communicate with our customers more effectively.
Samantha Pearce
Samantha PearceDirector
They didn't used to know what job they were going on (installer team), and now they do. They look at their app...everything they need is on there...it's brilliant for them. From an admin view, it's so much easier to operate.
Jon Dennis
Jon DennisCompany Director
I love how integrated it is with everyone. You've got the app for the installers. Sales people, admin, finance, everyone...they can see their areas.
Kim Holloway
Kim HollowayAccounts & Administration

Business Pilot for Finance

Take the guesswork out of numbers and keep your cashflow healthy:

  • Instant visibility of invoices, payments, and outstanding balances

  • Automated financial tracking to reduce manual errors

  • Clear reporting on profit, costs, and margins

  • Seamless integration with accounting tools

  • Confidence that every job is financially on track

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