Sales
Size and design the installation before you send the quote
Work out the power, the number of panels and the estimated output from the customer's consumption and roof, all tied to the quote.
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Before you give a customer a figure you have to study their case: how much they consume, what their roof is like, its orientation and shading and what power suits them. Doing this by hand, on a different spreadsheet for each salesperson, takes time and leads to inconsistent proposals. This module gathers that study in a single place: you enter the consumption and the roof data and you get a proposal for the power, the number of panels and the estimated output.
The study is saved on the customer record and flows straight into the quote and, once it's signed, into the project, without re-typing a thing. That way the whole team sizes to the same criteria and the customer gets a clear, well-justified proposal.
The whole team sizes to the same criteria.
The estimated output backs up your proposal.
From study to quote, with no data to rewrite.
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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.