Business Pilot is a cloud-based fitting company or installation company ERP / CRM system providing tools to manage your entire business with the focus on driving profits whilst reducing hassle
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November 2025Overview
Business Pilot is a cloud-based fitting company or installation company ERP / CRM system providing tools to manage your entire business with the focus on driving profits whilst reducing hassle
Business Pilot CRM + Xero
https://businesspilot.co.uk/kb_articles/how-to-import-items-into-xero-software/
Getting started
https://businesspilot.co.uk/introducing-our-integration-with-xero/
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Additional info
Shared data
Xero
Business Pilot CRM
Paymentsshared from Xero to Business Pilot CRM and from Business Pilot CRM to Xero
Invoicesshared from Xero to Business Pilot CRM and from Business Pilot CRM to Xero
Contactsshared from Xero to Business Pilot CRM and from Business Pilot CRM to Xero
Accountsshared from Xero to Business Pilot CRM
Tracking Categoriesshared from Xero to Business Pilot CRM
Credit Notesshared from Xero to Business Pilot CRM and from Business Pilot CRM to Xero
Branding Themesshared from Xero to Business Pilot CRM
Functions
CRM and marketingIndustries
Construction and tradesApp details
By Business Pilot CRM
Added in 2025Countries
Ireland, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughContact supportsupport@businesspilot.co.ukTry Business Pilot CRM for free
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