4B Systems
AutomationCase studiesBlogContactGet a quote
SolarCRM

A CRM for the installation industry

A quoting calculator, online quoting, a contract generator and sales network settlements — for companies selling photovoltaics, heat pumps, air conditioning and energy and heat storage.

PhotovoltaicsHeat pumpsAir conditioningEnergy storageHeat storage
SolarCRM — system dla branży OZE
PhotovoltaicsHeat pumpsAir conditioningEnergy storageHeat storageInstallations and servicingPhotovoltaicsHeat pumpsAir conditioningEnergy storageHeat storageInstallations and servicing

Why choose SolarCRM for your company?

Selling photovoltaics, heat pumps, energy and heat storage and air conditioning? Been looking for a complete solution for months? See what sets SolarCRM apart.

We work for the installation and renewables industry

We have been building software for the installation industry for several years. Sales, installations, complaints and servicing are our speciality.

Security

The security of the data entrusted to us is critical for every company. That is why we attach the highest importance to raising our security standards continuously.

Flexibility

Depending on what you prefer, we will provide a server for your CRM or install it on a server of your own.

Development and maintenance

The system can be extended and modified to meet your company's requirements.

Rollout and training

We will roll the system out in your company and train your staff.

24/7 technical support

We provide full technical support and a 24/7 helpdesk. If you have a problem with the system, call or write and we will help.

Usability and features

SolarCRM solves the problems companies have with lead management, contact with prospects, quoting, signing contracts and settling the sales network.

Licence options

Choose whichever suits your organisation better — a perpetual licence or a subscription billed per user.

SolarCRM features

Take a look at what the system offers the installation and renewables industry — photovoltaics, heat pumps and air conditioning.

Quote calculator

You generate the client's quote from a calculator with defined parameters: the type, output and manufacturer of the PV module, the inverter manufacturer, optimisers, the scope of fire protection, installation parameters such as cabling and siting, and any other details specific to the quote.

Contract template generator

You don't have to fill in a contract for every client by hand. The system generates the contract from a template and sends it to the client along with a link to the online quote.

Online quoting

The price calculation produces an online quote page you send to the prospect straight from the system. They read about the company and the installation specification, and if they decide to buy they can call, e-mail or start signing the contract electronically.

A CRM for communication

SolarCRM is also a fully featured client relationship management system. You can set case statuses, assign tasks to users, keep deadlines under control and collect the documents belonging to a case.

Sun Pro Energy
Recommended★★★★★Rated 5 out of 5

"Our representatives want to sell on a system like this."

"We were looking for the right solution for our company — one that would meet the expectations of staff in the field and in the office alike. SolarCRM did exactly that. It is a very modern system that simplifies processes and saves time."

Daniel Wielgus
CEO, SunProEnergy.pl

Choose the plan that fits your company

Run SolarCRM on a per-user subscription or a perpetual licence — the choice is yours.

Standard

SUBSCRIPTION
PLN 99.00net / user / month

or PLN 1,069.00 net / user / year

Server: 4B Systems
Disk space: 50 GB
The system on a *.SolarCRM.pl subdomain
SMS sender: SolarCRM
Your e-mail domain
The full set of features

Premium

YOUR OWN SERVER
PLN 199.00net / user / month

or PLN 2,149.00 net / user / year · a perpetual licence is also available

Server: 4B Systems or your own
Disk space: from 80 GB
The system on your company's subdomain
Your SMS sender name
Your e-mail domain
The full set of features

Looking for a bespoke rollout in your company?

Want bespoke modifications or a CRM on a perpetual licence? We will prepare an offer for your organisation.

Not sure how to start digitalising your company?

Run an installation company and not sure how to roll a CRM out properly? Struggling to get your sales people to adopt a new system? Talk your processes through with us — we handle the rollout end to end, training included.

Questions and answers

Depending on the subscription plan, the CRM can be installed on your server or ours. In both cases we take data security and server hardening very seriously.

Bespoke modifications to SolarCRM are of course possible. Once we have agreed what is needed we quote the time and the budget for them.

The rollout price depends on the licence you choose for your company (perpetual licence or subscription). On top of the rollout you pay either a monthly subscription based on the number of users or a one-off perpetual licence fee. Training and helpdesk packages are also available and priced separately.

The online electronic signature is provided by outside suppliers such as Autenti or Pergamin. If you want it in the system, contact that supplier and buy the appropriate package. Integrating the service into SolarCRM is free of charge.

The photovoltaic and installation industries (heat pumps, air conditioning) have grown rapidly since 2020, and many companies still work without professional tools. SolarCRM combines a CRM system profiled for photovoltaics with an offer calculator and an online quoting system. Clients can sign contracts remotely, and managers gain a tool for monitoring the sales team's performance - the Offers module shows every quote prepared and how well it converted.