How is this different from a general CRM?

A general CRM stores contacts and deals. meetpiloot also knows what you sell: the configurator prices by size and option from your own tables, the quote comes straight out of it, and the survey and install sit on the same enquiry.

Does it work for conservatories and orangeries?

The CRM, quotes, signing and scheduling work for whatever you sell. The website configurator is built for aluminium verandas, and on Pro you can call it a conservatory, garden room, canopy or carport for your customers.

Can I use meetpiloot without the configurator?

Yes. Enquiries that come in by phone or in your showroom are priced from the same tables and sent as a quote. You add the configurator to your website when you are ready.

Is there an app for site visits?

Yes. With the iOS app you measure up with AR and show the veranda at full size in your customer’s garden.

The CRM for conservatory and veranda installers, from enquiry to install

Enquiries arrive with sizes, options and a price. Quotes are worked out from your own price tables, customers sign online, and you book the survey and the install in the same calendar.

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Free demo workspace. You only pay when you go live. Cancel any month.

Render of an anthracite aluminium veranda with a glass sliding wall on one side, against a red-brick terraced house — Render from the configurator

configurator sessions: 32,239
quotes signed online: 792

Used by a range of companies

What conservatory software should do

You rarely sell a conservatory or a veranda in one go. An enquiry comes in, you send a price, you survey, you adjust the quote, the customer signs, you order, you install and you invoice. When all that lives in email, WhatsApp, a spreadsheet and a paper diary, enquiries slip through.

meetpiloot keeps those steps together. The configuration, quotes, appointments, signature and invoices all belong to the enquiry, and your pipeline shows where every customer stands and what still needs doing.

It is built for businesses that sell and install conservatories, verandas, glass rooms, garden rooms, canopies and glass sliding doors.

What is in it

One system for sales and scheduling. You do not have to use it all at once.

Enquiries: From your website, the phone and your showroom in one list, with the configuration, photos and sizes. A phone enquiry is priced from the same tables.
Pipeline: Drag an enquiry from quote sent to won. The stages follow how you sell, including an estimate first and a final quote after the survey.
Quotes: Worked out from your price tables and surcharges, as a PDF in your own branding. They go to the customer automatically, or to you first.
Online signing: Your customer signs from a link in their own language, and you hear about it straight away. No reply? A follow-up email goes out after a few days (Pro).
Calendar: Surveys and installs, with a calendar invitation for your customer. Connect Google Calendar and meetpiloot knows when you are free.
Orders and invoices: A signed quote becomes an order with a deposit and a final invoice, with VAT number checks through HMRC for UK customers and VIES for the EU.
WhatsApp: On Pro, WhatsApp conversations land in a shared inbox next to the enquiry. An AI assistant answers new enquiries and books a call or a survey in your calendar.
Ads: Every enquiry keeps the campaign it came from. On Pro, conversions go back to Google Ads and Meta.

Conservatory, veranda or garden room

The CRM, quotes and scheduling work for whatever you sell. The configurator for your website is built for aluminium verandas: your customer picks the gutter, colour, roof, size, side walls, lighting and shading, and sees a photoreal render with each choice.

On Pro you choose per configurator which type you sell, such as veranda, conservatory, garden room, canopy or carport, so customers see the name they use. Customers with an iPhone can measure up themselves before you visit.

Separate tools or one system

How a job runs, without and with meetpiloot.

Step	Email, spreadsheets and a separate CRM	With meetpiloot
Enquiry	Email, spreadsheets and a separate CRMA name and a phone number, you chase the rest	With meetpilootSizes, options and a calculated price
Quote	Email, spreadsheets and a separate CRMTyped up separately in Word or Excel	With meetpilootFrom your own price tables, in your branding
Survey	Email, spreadsheets and a separate CRMAlways a visit, even for the undecided	With meetpilootThe customer measures up first on an iPhone
Sign-off	Email, spreadsheets and a separate CRMPrint, sign, scan and email back	With meetpilootSigned online, with a notification for you
Scheduling	Email, spreadsheets and a separate CRMA diary separate from your customer records	With meetpilootSurvey and install linked to the customer
Invoice	Email, spreadsheets and a separate CRMRetyped into your accounts	With meetpilootDeposit and final invoice from the order

How a job runs

Enquiry
Your customer designs their veranda or rings you. The enquiry lands in your list with sizes and options.
Quote
An estimate goes out automatically or after your check, in your own branding.
Survey
You book the survey in the calendar, then adjust the quote and send the final version.
Sign-off
Your customer signs online and you turn it into an order with a deposit.
Install
You book the install, fit it and send the final invoice.

What it costs

The CRM and the veranda configurator are in every plan. You start with a free demo workspace and only pay when you go live.

Plus
Included
£280per month, excl. VAT
Verandas and glass sliding doors, enquiries, pipeline and calendar, quotes with online signing, orders and invoices.
Pro
Included
£450per month, excl. VAT
Adds louvred roofs and awnings, conservatory, garden room and carport as types, automatic follow-up emails, the WhatsApp AI assistant and conversions to Google Ads and Meta.

Rolling monthly, cancel any month. Start with a free demo workspace and only pay when you go live.

All prices and what is included

Frequently asked questions

How is this different from a general CRM?
A general CRM stores contacts and deals. meetpiloot also knows what you sell: the configurator prices by size and option from your own tables, the quote comes straight out of it, and the survey and install sit on the same enquiry.
Does it work for conservatories and orangeries?
The CRM, quotes, signing and scheduling work for whatever you sell. The website configurator is built for aluminium verandas, and on Pro you can call it a conservatory, garden room, canopy or carport for your customers.
Can I use meetpiloot without the configurator?
Yes. Enquiries that come in by phone or in your showroom are priced from the same tables and sent as a quote. You add the configurator to your website when you are ready.
Is there an app for site visits?
Yes. With the iOS app you measure up with AR and show the veranda at full size in your customer’s garden.
How do I get started?
Create a free demo workspace with a sample price list, add your own prices and send yourself a test quote. You only pay when you go live. Would you rather we entered your price list? Book a setup call.

Read on

Try it with your own products

Create a free demo workspace, add your prices and send yourself a test quote. You only pay when you go live.

Create your free demo Book a 15 min demo

Free demo workspace. You only pay when you go live. Cancel any month.