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A CRM for home improvement businesses that sell and fit made to measure

Verandas, windows and doors, roller shutters, awnings, fencing or dormers: meetpiloot follows every customer from the first enquiry to the final invoice, with quotes in your branding, online signing and a calendar for surveys and installs.

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

The pipeline in meetpiloot, with sample data
configurator sessions
32,239
quotes signed online
792

Used by a range of companies

  • Verandaci
  • MijnGlazenwand
  • Hett Veranda
  • Alusun
  • Alusolutions
  • Verandio
  • Lord Veranda
  • Style Veranda

Why a general CRM often does not fit

Most CRMs are built for businesses that sell services or subscriptions. Home improvement works differently. Every job has sizes and options, a survey and an install, often a deposit and sometimes a second quote after the survey.

meetpiloot is built around those steps. The enquiry, quotes, appointments and invoices all belong to the same customer. Your pipeline shows where everyone stands, and your team sees the same.

What the CRM does

Enquiries
From your website, the phone and your showroom in one list, with photos, sizes and where the enquiry came from.
Pipeline
Drag customers from quote sent to won. Want your own stages? We set up a pipeline for you.
Quotes
Worked out from your prices, as a PDF in your own branding, and signed online in seven languages.
Calendar
Surveys and installs, with a calendar invitation for your customer. Connect Google Calendar and meetpiloot knows when you are free.
Invoices
Order, deposit and 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, and your team can take over any conversation.
Automations
Quotes that price and send themselves, a follow-up email after the number of days you choose (Pro), and a webhook to Zapier or Make on every status change.
Ads
Every enquiry keeps its campaign and the click ID from Google, Meta, Microsoft or TikTok. On Pro, conversions go back to Google Ads and Meta.

Start with what you need

You do not have to use everything at once. Many businesses start with enquiries and quotes, then switch on the calendar, the WhatsApp inbox or the automatic follow-up.

If you sell a product that has a configurator, your customer designs it on your own website. There are configurators for verandas, louvred roofs, glass sliding doors and awnings, and coming soon for window frames, roller shutters, fencing, dormers and extensions. For anything else you build an enquiry form on Pro, with sizes, photos and your own pricing rules.

Spreadsheets and WhatsApp, or one CRM

StepSpreadsheets, email and WhatsAppWith meetpiloot
EnquiriesSpreadsheets, email and WhatsAppSpread over email, phone and WhatsAppWith meetpilootOne list, with sizes, photos and source
QuotesSpreadsheets, email and WhatsAppTyped up in the evening in Word or ExcelWith meetpilootPriced from your tables, in your branding
Follow-upSpreadsheets, email and WhatsAppRemembering who has not repliedWith meetpilootAutomatic follow-up email (Pro)
SchedulingSpreadsheets, email and WhatsAppA separate diaryWith meetpilootSurvey and install linked to the customer
InvoicesSpreadsheets, email and WhatsAppRetyped into your accountsWith meetpilootDeposit and final invoice from the order
MarketingSpreadsheets, email and WhatsAppNo idea which ad paid offWith meetpilootSource and click ID on every enquiry

From enquiry to invoice

  1. Enquiry

    From your website, the phone or the showroom, straight into your list.

  2. Quote

    Priced from your tables and sent in your branding, automatically or after your check.

  3. Survey

    Booked in your calendar with an invitation for your customer. A final quote follows if needed.

  4. Sign-off

    Your customer signs online and you turn it into an order with a deposit.

  5. Install

    Booked in the same calendar, followed by the final invoice.

What it costs

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

  • Plus

    Included

    £280per month, excl. VAT

    Enquiries, pipeline and calendar, quotes with online signing, orders, invoices and deposits, and email from your own domain.

  • Pro

    Included

    £450per month, excl. VAT

    Adds automatic follow-up emails, the WhatsApp AI assistant, conversions to Google Ads and Meta, and the form builder.

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

  • What is a home improvement CRM?
    A system that follows every customer from enquiry to invoice, with the steps your trade has: quote, survey, sign-off, deposit, install and final invoice. You see in one place where every job stands.
  • Which trades does meetpiloot work for?
    Businesses that sell and fit made to measure: verandas and canopies, windows and doors, roller shutters, awnings, louvred roofs, fencing, dormers, extensions and flooring. Verandas, canopies, louvred roofs and awnings have a configurator too; for windows and doors, roller shutters, fencing, dormers and extensions it is coming soon. Flooring works with your own enquiry form on Pro.
  • Can I start without a configurator?
    Yes. You add phone and showroom enquiries yourself and send the quote from meetpiloot. The configurator goes on your website whenever you want.
  • Does it work with my calendar?
    Your customer gets every appointment as an invitation in their own calendar, including changes and cancellations. Connect Google Calendar and meetpiloot knows when you are free. Outlook is coming soon.
  • Can I see which ad brought a customer in?
    Yes, on Plus and Pro. Every enquiry shows its campaign details and the click ID from Google, Meta, Microsoft or TikTok. On Pro, conversions go straight to Google Ads, and to Meta through the Conversions API.

Read on

Try it with your own enquiries

Create a free demo workspace. A sample enquiry is waiting for you, and you only pay when you go live.

Create your free demoBook a 15 min demo

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