CRM system for the installation industry

Photovoltaics | Heat pumps | Air conditioning | Energy storage | Heat storage.

Why choose SolarCRM for your business?

Do you sell photovoltaics, heat pumps, energy storage, thermal storage and air conditioning? Have you been looking for a comprehensive solution for months? See why you should choose SolarCRM!

We work for the installation/RES industry

We have been developing software for companies in the installation industry for several years. Handling the process of sales, installation, complaints and service – this is our specialty.

Security

The security of the data entrusted to us is crucial for any company. That’s why we attach the utmost importance to constantly improving security.

Flexibility

Depending on your preference, we can provide a server for your CRM system, or install the system on a designated server that you own.

Development and service

We ensure that the system can be expanded and modified to meet the needs of your company.

Implementation and training

We will implement the system in your company and conduct employee training.

24/7 technical support

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

Usability and functionality of the system

SolarCRM solves companies’ problems related to managing leads, contacting potential customers, quoting and contracting, and accounting for sales networks.

License variants

You can choose the license variant that is more advantageous for your organization – a perpetual license or a subscription billed per system user.

Not sure how to start digitizing Your company?

Do you run an installation company and don’t know how to properly implement a CRM system in your organization? Having trouble getting your salespeople and employees to buy into a new solution? Have you been looking for an optimal solution for months? Consult with us about your company’s processes. We will implement the software comprehensively including training of your organization’s employees.

SolarCRM functionalities

Learn about the system’s functionality for the installation and RES (photovoltaics, heat pumps and air conditioning) industry.

Offer calculator

In the system for photovoltaics SolarCRM you will generate an offer for the customer on the basis of a calculator with defined parameters, such as: type, power, PV module manufacturer, inverter manufacturer, select optimizers, scope of fire protection, installation parameters – wiring, installation location, enter other specific data on the offer.

Contract template generator

You don’t have to fill out a contract for each customer every time. The system itself will generate a contract template and send it to the customer with a link to the web offer page.

Online bidding

The result of the price calculation is an online quotation page, which you will send directly from the system to the potential customer. From the website, the customer can read a description of your company and installation specifications. If he decides to buy he can call you, write an email or start signing the contract electronically.

CRM for communication

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

5/5

Recommended!

"Our Representatives want to sell on such a system.

We were looking for an optimal solution for Our Company that would meet the needs of both Employees in the field and in the office. SolarCRM has met these expectations. This is a very modern solution to simplify processes and save time."

Daniel Wielgus
CEO of SunProEnergy.pl

Choose a Subscription Plan tailored to Your needs

Run LegallyCRM software in your law firm with a subscription or perpetual license. The choice of options is yours.

Standard

99,00 PLN

net/user/month

Premium

199,00 PLN

net/user/month

Standard

1069,00 PLN

net/user/year

Premium

2149.00 PLN

net/user/year

Looking for a customized system implementation in Your company?

Do you want to commission unique system modifications or implement a CRM system with a perpetual license?

Questions and answers

What server will my CRM system be installed on?

Depending on the Subscription Plan you choose, the CRM system can be installed on your or our server. In both cases, we attach the utmost importance to data security and server security.

I would like to commission additional modifications to the system to suit my needs

Making dedicated modifications to the SolarCRM system to meet your needs is of course possible. Based on the findings and expectations, we price the modification time and budget.

What is the cost of implementing the SolarCRM system in the unmodified version?

The price of system implementation depends on the license version you choose for your company (perpetual license or subscription). In addition to the implementation price, depending on the license option you choose, you pay a monthly subscription based on the number of users or a one-time perpetual license fee. You can also take advantage of training and helpdesk support packages, which are priced extra.

Will I get an electronic signature in the software?

Online electronic signature service is provided by third-party service providers, such as. Autenti or Parchment. If you want an electronic signature to be implemented in the system, contact the vendor of this service and purchase the appropriate package. Integration of the service in the SolarCRM system is done free of charge.

Why will a CRM system with quoting increase your sales by up to 30%?

The photovoltaic industry and the installation industry (heat pumps, air conditioning) have been experiencing since 2020. lush development. Many companies are still not working on professional tools that can strengthen their market position. Which system for photovoltaics should I choose? Responding to market needs, we have prepared a system that meets a number of needs of RES installers. SolarCRM is a combination of a CRM system profiled for photovoltaics with a bid calculator and online quoting system. Customers can sign contracts remotely, using an electronic signature platform. Company managers will also gain a useful tool to control the efficiency of the sales department. In the Offers module you will find information about all the offers prepared so far and their effectiveness.

This is a staging environment