CRM + ERP for solar installers
From the first quote to the last service visit, everything under control.
CRM Fotovoltaica brings sales, projects, grid legalization and after-sales together on a single platform built for solar installers. Goodbye spreadsheets, email threads and paper.
Data on your own server · GDPR · built by ClouDesk
- Sales Done
- Project Done
- Documentation Done
- Permits Done
- Scheduling Done
- Installation In progress
- Legalization Pending
- Handover Pending
- After-sales Pending
The problem
Every installation, scattered across ten different places.
The information lives in emails, spreadsheets, folders and people's heads. And when something gets stuck, nobody knows where to look.
Customer details scattered between the salesperson, the technician and the back office.
Grid legalizations stalled with no one keeping track.
Documents written by hand and lost along the way.
Payments and stock tracked from memory, until they slip.
The solution
One file per installation, from the lead to after-sales.
Every installation moves through clear phases, each with its status and owner. At a glance you know exactly where each job stands and where it's getting stuck.
See modulesModules
Everything a solar installer needs, module by module.
Modules that cover the full cycle. Jump into the one that solves your problem and discover it in plain installer language.
Sales
Project & operations
Admin & legal
After-sales
Finance & resources
Tailored to you
Does your company need a custom module? We build and integrate it for free.
If the way you work needs something that isn't in the standard modules, we develop it and integrate it into your platform at no extra cost. Tell us what you need.
Built for your industry
Tailor-made for solar installation companies.
System sizes
- <15 kW Residential self-consumption.
- 15–25 kW SMEs and retail.
- 25–100 kW Industrial and shared systems.
Customers
Residential, SMEs, shared self-consumption and homeowner associations. Each customer type, with its own flow.
Roles
Management, sales, engineering, admin, installers and warehouse. Everyone sees what concerns them, with their own permissions.
How it works
Phased rollout, no surprises.
Analysis
We study how you work today and where you lose time.
Design
We adapt the platform to your processes and your brand.
Build
We set up modules, templates and permissions.
Testing
We validate with real data before going live.
Rollout
We train your team and switch the system on.
Follow-up
We stay with you and fine-tune it to your day-to-day.
Benefits
What you gain in the first month.
Full traceability
You know where every installation stands, in real time.
Less admin work
Paperwork and invoices generate themselves.
Zero lost documents
Everything stays saved in the project file.
Payment control
You see what's been paid, what's missing and what's overdue.
Security and technology
Your data, on your server and under your control.
A three-tier architecture on PHP and MySQL, hosted on a dedicated VPS. Built for GDPR from day one.
Request a demo
We'll show you CRM Fotovoltaica using your own real cases.
Tell us how you work and we'll show you how the platform would handle it. No strings attached.