Business Pilot vs ProLine

Business Pilot is an ERP/CRM for installation companies that brings leads, scheduling and finances into one platform. It manages work from the first enquiry through sales, surveys, contracts, products, supplier orders, scheduling, job costing, invoicing, installation and aftercare. Website enquiries can be captured and graded to help sales teams prioritize opportunities. Its interactive schedule board lets teams move installation dates, update contract records and notify fitters. The BP Site App gives installers job details, photos, technical specifications and digital sign-off forms on their phones, with field-to-office updates. Listed integrations include Xero, Sage, QuickBooks, FENSA, Certass, Tommy Trinder, Windowlink and Microsoft 365, with Zapier connectivity. Website leads can enter through a WordPress plugin or manual integration. Pricing is on request; the FAQ states a minimum contract value of £240 per month and a 24-month minimum subscription term. A 14-day free trial includes demo data and supports record changes, reporting and export on desktop, tablet or phone. The company says the system is not pricing software, though it connects to such software and stores quotes and related documents.

ProLine is a communication-first CRM for residential roofers, with quoting, calling, texting, and workflow automations. Users can customize and send quotes and collect signatures, while a built-in phone system handles calls and texts inside the CRM. Automations cover speed-to-lead, lead rehash, appointment reminders, sales follow-up, job updates, and review requests. The Better plan lists inbound and outbound AI voice agents, call summaries and scoring, an insurance estimate manager, and an AI voice roleplay trainer. Direct integrations include QuickBooks, CompanyCam, and Google Calendar; Zapier can connect the CRM to thousands of apps. ProLine says it does not directly integrate with financing platforms. The app is available on Android and iOS, as well as web. GOOD costs $497 a month for three seats; BETTER costs $797 a month and BEST costs $1,697 a month, each for three seats. ProLine says customers own their data and can export account data by CSV, including after cancellation. Support is listed for free account users through chat, email, and Zoom.