The only CRM and business management system built for installers, by installers, Business Pilot is the essential tool to help you save time, reduce hassle and boost profit.

Our system has been designed to help you manage all of your installation business processes, from initial enquiry to aftercare. Features include:

• Direct website enquiry to lead integration
• Purchase control
• Stock management
• Deliveries and strores management
• Free BPsite App for fitting teams, sales reps and surveyors
• Sales process & contract management
• Live, interactive schedule board to replace whiteboards & T-card boards
• Installation management
• Service call management
• BPmail customer e-mailing system
• Autofill templates for emails and documents to save time and deliver consistent customer communication
• Job status progression pipelines with automated tasks and actions for your team
• Unlimited storage for documents, photos, notes and voice notes
• Financial management including invoice and purchase order creation, financial exports and profitability reports
• Group and branch options for companies with multiple sites, showrooms, brands or companies
• Microsoft single sign-on for increased security
• Integrations with design and quoting sfotware including Tommy Trinder & Windowlink
• Direct job registration API for FENSA members
• Certass job registration connection
• Connections to leading accounts software packages including Xero, Quickbooks & Sage
• Extensive reporting and management information areas for complete visibility of your business performance, across all areas

With Business Pilot, you can run your business from anywhere in the world, from any device.

And we're connected to more than 7,000 other Apps via Zapier, so Business Pilot can integrate all of your other software to create seamless processes for marketing, sales, finance, and installation operations.

We're offering free demos of our system at FIT Show, and we'd love to show you around so be sure to stop by and see us!