Windowlink integrates with Business Pilot

Software products, Focus and Vector by Windowlink, are now compatible with Business Pilot’s CRM system.

Business Pilot is a cloud-based platform that aims to help fenestration firms take control of their purchasing, sales, financials and deliveries to drive profits.

Business Pilot is also fully mobile optimised, allowing customers to use it anywhere, on any device.

Windowlink’s Focus (for windows and doors) and Vector (for conservatories) help installers manage the sales process from quote through to contract and delivery.

They give installers the tools to let homeowners customise their ideal product, choosing from a vast array of different styles and configurations.

Windowlink customers can now import leads from Business Pilot, create a job using the lead details, and upload the quotation and contract to Business Pilot.

Once the survey has been completed, the revised job file and relevant paperwork can also be uploaded.

The flexibility of Windowlink software means that the process can be modified and tailored for each customer if required.

According to Windowlink’s managing director, Mark Dudley, integrating the two systems reduces error, eliminates duplicated effort, and makes crucial job files and reports easily available from a central hub.

“Business Pilot integration was a natural next step for Focus and Vector,” he said.

“Both Business Pilot and our own products represent some of the leading offerings of their kind on the market today, and we kept finding that our customers used both.

“We’re delighted that its now easier than ever for installers to enjoy the best of both worlds.”