Generic, one-size-fits-all CRMs rarely meet the needs of installation businesses. We know, we run installation companies ourselves. That’s why Business Pilot was developed as a purpose-built window and door CRM designed specifically for installers, double glazing companies, and glass specialists.
With more window, door, and glazing businesses choosing Business Pilot every day, our platform has become a trusted solution for managing sales, installations, and customer relationships in one place. If you’re looking for specialist software for window and door installers, Business Pilot is built to support your entire workflow.
Business Pilot is designed with your window and door company in mind. Managing enquiries, surveys, installations, and aftercare can quickly become complex, especially when systems don’t talk to each other.
Our platform combines CRM, scheduling, and operational tools into a single solution. Whether you’re fitting windows, doors, blinds, or glazing systems, Business Pilot provides reliable software for windows and doors that improves visibility, communication, and efficiency across your business.
Unlike generic platforms, Business Pilot acts as a complete CRM for glazing and window installation companies, helping you manage every stage of the customer journey from first enquiry to final install.
There are countless CRM systems available that claim to work for any business, along with various digital tools that solve isolated problems. What was missing before Business Pilot was one unified system that truly supports window and door installers across every department.
We listen closely to our customers and continuously identify the challenges they face day to day — many of which we’ve experienced ourselves. When we identify a solution, we build it directly into the platform, ensuring Business Pilot continues to evolve as one of the most practical glass company CRM solutions available.
Everything starts with lead management. Business Pilot connects directly to your website to capture enquiries automatically, ensuring you never miss valuable windows and doors leads.
Each contact record shows a complete history of enquiries, surveys, quotes, and contracts. While lead management is standard in many systems, Business Pilot stands out as powerful window sales software by making it easy to convert enquiries into signed contracts, without losing information along the way.
Sales reporting tools are tailored specifically for window and door installers, giving you clear insights into performance, conversion rates, and pipeline value.
And with our FREE mobile app, sales reps can upload photos, notes, and voice recordings directly from site, giving managers real-time visibility before the team returns to the office.
One of the biggest challenges for window and door companies is managing jobs after a contract is won. Ordering products, coordinating schedules, and managing install timelines requires complete visibility.
Business Pilot simplifies this with powerful glazing scheduling software built around an interactive schedule board. Installation “cards” are generated based on project duration, allowing you to see all jobs at a glance.
Need to extend an installation or document a delay? Simply update the card and explain why. This approach transforms how businesses manage installations and also supports specialist workflows such as door installation software requirements.
Our status progression feature allows you to map your internal processes directly into Business Pilot. Every lead, contract, and installation follows the same defined workflow.
You can instantly see where jobs are progressing smoothly or where they may be delayed. Automated actions, such as sending emails or task reminders, reduce admin and improve consistency.
Surveyors and installation teams use the free mobile app to access the documents and job details they need on site. Permissions are controlled through document tagging, and scheduled appointments automatically sync to their devices.
Business Pilot supports remedials, service calls, warranties, and aftercare, making it reliable window fitting customer service software as well as a CRM.
You can generate financial reports, track performance, and export data to your accounting software with ease. Whether you’re running a window installation company, glazing business, or even using Business Pilot as a CRM for blinds manufacturers, the platform adapts to your operational needs.
Your subscription includes unlimited postcode lookups, unlimited document and image uploads, and unrestricted user access. You’ll also benefit from industry-leading support, with extensive help videos and a 24/7 online knowledge base.
Remi Gruszka, National Sales Manager for Smart Vision Systems, explains how Business Pilot became central to their operations.
Our personalised window and door CRM software can help you, by enhancing efficiency by effectively streamlining the entire lead-to-contract process. It provides effective tools for planning, tracking, and executing installations, which is vital for maintaining timelines and quality in window installation projects. This leads to an improved operational efficiency and customer satisfaction throughout the business.
Business Pilot’s unique features for window and door installation companies include a tailored CRM system that addresses the specific needs of the industry and business. Offering integrated lead management, an interactive schedule board for effective planning, a comprehensive ERP system for operational integration, and a mobile app for field teams, all designed to optimise business operations in the window and door sector.
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.
