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CRM Fotovoltaica · Santa Maria de Merlès, Barcelona

CRM for solar installation companies in Santa Maria de Merlès, Barcelona

The management software for solar installation companies in Santa Maria de Merlès, Barcelona: sales, projects, grid legalisation, invoicing and after-sales in a single platform.

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Management software for solar installers in Santa Maria de Merlès, Barcelona and the whole province.

From the first sales lead to plant monitoring, a solar installation company in Santa Maria de Merlès, Barcelona touches dozens of tasks per client. CRM Fotovoltaica organises that whole flow into modules — sales, project, documentation, grid legalisation, warehouse, invoicing and after-sales — that all share the same data.

Stop digging through email to find out who was handling a client or how a grid connection in Santa Maria de Merlès, Barcelona is going. With the 360º customer file, the sales board and real-time reports, the whole team — sales, technicians and admin — sees the same data and works from it.

Modules

All the modules for your solar business in Santa Maria de Merlès, Barcelona

Modules that cover the full cycle. Jump into the one that solves your problem and discover it in plain installer language.

Sales

Customers & suppliers Every customer's information, on a single record.
Sales CRM Every quote, from first contact to signature.
Solar study & design Size the installation and estimate output before you quote.

Project & operations

Project management Each installation, a file that moves through phases.
Technical documentation Technical reports and certificates that fill themselves in.
Installation scheduling An installation calendar with no overlaps.
Digital site reports The report and the photos, from the phone, instantly.
Team & timesheets Each crew's hours, allowances and mileage.
Energy communities Coefficient-based sharing of collective self-consumption.

Admin & legal

Permits & authorisations Building permits and council paperwork, under control.
Legalization & grid operator CAU, CTA, CUPS, FON… every step with its status.
Documentation handover A complete final dossier for the customer.
Grants & incentives No grant and no deadline slips past you.
E-signature Sign contracts without printing a thing.
Health & safety and CAE Health & safety and CAE up to date, with expiry alerts.
Integrations & filings Type the data once and it serves everywhere.

After-sales

After-sales & issues Every report, a ticket with full history.
Maintenance Automatic inspections and recurring revenue.
Warranties & insurance Every piece of kit, with its warranty and insurance and expiry alerts.
Renewals & alerts Warranties and contracts about to expire, flagged in time.

Finance & resources

Invoicing & payments Invoice by milestone and keep track of every payment.
Warehouse & inventory Know what material you have and which job it's for.
Purchasing & orders Order from suppliers exactly what each job needs.
Dashboard & reports Your whole company on one screen, in real time.
Financing Offer instalments and financing without losing grip on payment.
Profitability by project The real margin on each installation, worked out on its own.

Customer & data

Customer portal Your customer follows their installation without calling you.
Monitoring & performance Find out about a fault before the customer does.

CRM Fotovoltaica

Running a solar installation company in Santa Maria de Merlès, Barcelona? We'll show you in a demo how CRM Fotovoltaica would run your operations end to end. No strings attached.

Request a demo See modules

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.

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