Business Pilot vs Vertex CRM
Business Pilot
businesspilot.co.ukVertex CRM
vertex.ontarioroofers.orgSide by side
| Figure | Business Pilot | Vertex CRM |
|---|---|---|
| Price from | $10/mo | C$199/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 2 |
| Spec score · Roofing Software | 9.1 (#2) | 7.4 (#20) |
| Integrations | The features page lists integrations with Xero, Sage, QuickBooks, FENSA, Certass, Tommy Trinder, Windowlink and Microsoft 365, plus connectivity through Zapier. | The terms say the service relies on third-party providers for cloud hosting and databases, authentication, payment processing, email delivery, mapping and geocoding, weather, and e-signatures. |
| Support | Support hours are Monday to Friday, 08:00 to 17:30, and the FAQ lists support contact number 0333 050 7632. | The pricing page says the subscription includes full support, and the site offers demo or support calls by appointment. |
| Trial | The company offers a 14-day free trial with no setup fees or credit card required. | The site offers a 14-day free trial without requiring a credit card. |
Plans
Business Pilot
- Site License$10 a month
- Full LicencePrice not published
- Sales LicensePrice not published
Vertex CRM
- Done-for-you roof measurement reportC$12, paid once
- Vertex CRMC$199 a month
In their own words
Business Pilot
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.
Vertex CRM
Vertex CRM has no write-up on Specifiction yet; its figures are above.