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CRM system for photovoltaics

A web solution for the photovoltaic and installation industry, including an offer calculator, online quoting and the option of signing contracts electronically using an electronic signature.

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The photovoltaic industry and the installation industry (heat pumps, air conditioning) experienced their boom in 2020. Many companies still do not work with professional tools that can strengthen their market position. Which photovoltaic system to choose? Responding to the needs of the market, we have prepared a system that meets a number of installers needs. SolarCRM is a combination of a CRM system profiled for photovoltaics with an offer calculator and an online offer system. In this uncertain pandemic situation, our clients can sign contracts remotely using the electronic signature platform.

Why Choose SolarCRM?

All clients, contact leads, documentation in one place
Assignment of actions in orders
Subscription independent of the number of users in the system
Status and task execution control
Reference links for sales networks
Offer calculator and contract template generator
Sending an online offer on a personalized website
Electronic signing of contracts without meeting

Modules available in SolarCRM

Offer calculator

In the SolarCRM photovoltaic system, you will generate an offer for the customer based on a calculator with defined parameters, such as: type, power, PV module manufacturer, inverter manufacturer, select optimizers, fire protection scope, installation parameters - cabling, installation location , you enter other specific data about the offer.

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Offer calculator

Online Offer

The result of the price calculation is the online offer page, which you send directly from the system to the potential customer. The customer can read the description of your company and the specification of the installation from the level of the website. If he decides to buy, he can call you, write an e-mail or start signing the contract electronically.

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Online Offer

Agreement template generator

You do not have to complete the contract for each client each time. The system will generate the contract template itself and send it to the customer with a link to the website offer.

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Agreement template generator

Full CRM

SolarCRM is also a fully functional customer relationship management system. You can status your cases, assign tasks to system users, control deadlines, collect collections of documents on a given case.

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Full CRM

Our clients

Frequently Asked Questions

The cost of a monthly system license depends on the finally selected system modules. Additional costs that may arise during the implementation depend on the modifications ordered for implementation, such as additional personalization of the system (colors), modification of the offer calculator algorithm, change of the website offer page, etc.

The online electronic signature service is provided by external service providers, such as Autenti or Pergamin. If you want the electronic signature to be implemented in the system, contact the seller of this service and purchase the appropriate package. Integration of the service in the solarCRM system is free of charge.

By default, the solarCRM system along with the data is stored on our servers. Together with the system, we provide a limited amount of space on SSD disks.

Consult your project for free

Call us or write to us for a free estimate and project consultation.