Installation Company ERP / CRM

Window and door 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 window and door installation company CRM software specifically for us and for you! Now with so many window and door installers and double glazing companies joining Business Pilot, isn’t it time you came on board?

Run a better window and door installation company

Our business management system is designed with your window and door company in mind! If you’re in the window and door installer business, you know that managing multiple jobs and clients can be a challenge. That’s why we’ve developed a comprehensive CRM system that streamlines your workflow, improves communication, and helps you deliver exceptional service to your customers.

There are a lot of varied types of company CRM software available that works for any business, and there are a variety of digital tools for 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 systems) that helps you to run a better window and door installation company and every area of your business.

We speak then listen to all our customers and ask them what challenges they face on a day-to-day basis, and they are often the same challenges we face of course. So when Business Pilot can dream up a solution to these challenges, we get straight to work.

status section and map section in our crm for builders
So, what makes Business Pilot so different for window and door companies?

Of course, to see why Business Pilot is the best choice for an windows company erp 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

Convert leads to contracts with our window installer crm

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 window installer crm 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 window 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 window 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 window and door installation business.

Business Pilot window company ERP

Our window company ERP (Enterprise Resource Planning) system is a comprehensive software solution that integrates various business processes and functions within your organisation. Our system streamlines our operations and allows us to efficiently manage everything from inventory to production to sales.

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
Window fitting customer service software

Your Business Pilot 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 solution. 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.

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. 

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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