Finance & resources
Close more sales by offering financing, without tying yourself in knots
Prepare financing and leasing options for each quote and keep track of the lender, the instalments and the approval status.
Request a demo
A lot of installations only close once the customer sees they can pay in instalments. But handling financing by hand —working out instalments, dealing with the lender, knowing which application is approved and which is still pending— is a mess that ends up in loose notes. This module lets you prepare financing and leasing options on the quote itself, with the instalment already worked out, and offer them to the customer on the spot.
Each case carries its status —applied, approved, declined, formalised— and its lender, linked to the customer and the project. You know at all times which sales are waiting on financing being processed and which can already get going, without chasing anyone by phone.
You offer instalments worked out on the quote.
You know which financing is approved and which isn't.
No sale gets stuck on a forgotten application.
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.