Sales
Track every quote, from first contact to signature
Follow every lead and quote on a single board, so no sale ever slips through the cracks.
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This is where it all starts: someone asks about going solar. With this module you track every lead so none of them slips away. You know which ones are being studied, which are waiting for a reply and which are about to close, all on a single board.
You build the quote with your line items and your template, send it, and when the customer says yes you turn it into a contract and a project without re-typing a single detail. If financing is involved, that's recorded too. At the end of the month you know how many sales you've closed and why you win or lose them.
No lead is ever forgotten.
From quote to project, without rewriting anything.
You know why you win or lose each sale.
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.