Installation Company ERP / CRM


Designed & developed to transform your company

Business Pilot is the CRM for contractors that’s packed with features to help make your company run better. So much more than just a CRM, the mobile, cloud-based system has tools that can help you run almost every aspect of your construction or contractor company, from sales and purchasing through to project management and finance.

Built for the cloud, on the cloud

Ever come across software that is jittery, slow or clunky? It usually means that rather than being built for the cloud, it was built to sit as a program on your computer or on your office server and then ‘put’ in the cloud later.

You might think it wouldn’t make much of a difference, but it really does. Software designed for the cloud runs faster and more smoothly, making it much more intuitive and usable.

Business Pilot and all its features are purpose-built using the latest cloud-technology. So you can rely on our contractor CRM to help run your company day in, day out.

We're with you, everywhere

A completely mobile CRM for contractors? You got it! Wherever you are, you can access your company information with Business Pilot, from any device at any time.

Plus, with our BPsite App, your field technicians, fitters and onsite teams can access all the information they need about a project without having to call the office. They can even upload photos of the finished work to the contract area and mark projects as complete at the end of the day.

Take back control of your company with easy access to information for your entire team!


Manage every part of your company

Purchase Control

See when goods are due in and what margin they achieve, setting tolerances between PO’s and Invoices to manage costs


Sales Process Management

Sales teams can store and review key documents such as quotes, images, even voice memos alongside sales information throughout the process


Service History

Manage all of your service calls and see how they affect the ultimate margin on any given contract, adding images and notes the same as in leads and contracts


Web to Lead Integration

Link your website directly to the Business Pilot CRM so that enquiries are never lost, then manage all your leads in one place with key tools like lead temperature scoring and quick convert to contract


Management Dashboards & Exports

The management reporting side of Business Pilot uses all of the information about your leads and customers to give you unparalleled visibility of your business


Installers Connected

Installers get their own App, which receives jobs automatically from the schedule board when they are booked in via the syst. Their notes and photos are uploaded through the App to the right contract


Document Templates

Create as many ‘standard’ letters as you need with the document builder. Store your templates to use at any point for any lead/contract


Deliveries Due

Give your warehouse team access to what is due in by running a simple report, powered by the purchase orders of each contract


Interactive Scheduling

See the impact of moving jobs around on the interactive schedule board, linked to contracts and even each installers Site App


Financials Connected

Create purchase orders and invoices, mark off payments and have all of this connected to your accounts package


Quick Convert to Contract

Quickly convert a lead to a sale allowing different members of your team to ‘set up’ a contract


Contract Management

Every contract detail is stored whether live or completed, including documents, images, payments, guarantees, etc.



Emails integrated in the CRM system, so you have a complete record of customer contact in one place – plus create email templates with placeholders, attach images and documents


Certification Scheme Links

Register jobs with your self-certification scheme with just one click – Business Pilot has links to both FENSA and CERTASS, so you can register jobs quickly and accurately


Connects to your Other Tools

Seamless connections with the other software systems you use, from accounting to design and quote software including Xero, Tommy Trinder, Windowlink & more


Stock Management

Easily manage your stock holding – from tubes of silicone to spare handles and everything in between. Stock is linked to Purchase Orders for easy ordering and visibility


Status Progression

Map out, then manage the progress of your leads and contracts to ensure every step of your process is followed consistently giving the perfect customer experience



Assign tasks and actions for Business Pilot users in your company and even @ tag them to alert them to important information in your own internal chat system


Try Business Pilot for Free

Our system is so much more than a regular CRM for contractors, so we are always on hand to talk you through how other contractors and construction companies are using Business Pilot as a business improvement system. Book a free trial today to take a look around and give us a call on +1 (863) 3406691 if your would like our CRM experts to walk you through the system in more detail.

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