Organize processes and take care of customer relations with CRM for the RES industry
Choose a system variant foryour company !
- Configure the sales and customer service process
Configurethe funnel to match your company's customer management stages. Add tasks to be completed at a given stage.
- Sales Funnel
Haveinsight into the sales process, change the steps. The system will tell you the next steps.
- Task Reminders
Receivenotifications and tasks so you don't forget the next steps to complete with your customer.
- Work Automation
Createquotes and contracts for your customers in minutes and send them to the customer from within the CRM system.
- Manage Contracts and Payments
Seeat what stage the customer and his contract is, whether it has been paid. Have an overview of all your customers' contracts.
- Plan and monitor assemblies
Seethe assembly calendar and schedule assemblies at a time that suits you and the customer. Track the progress of assemblies
- Photovoltaic installation visualization
Create visualizations of the installation using a map or real view photo.
- Sales Reporting
Get up-to-date data on your sales performance, number of meetings with customers, contracts signed.
