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CRM Fotovoltaica · San Martín de Montalbán, Toledo

CRM for solar installation companies in San Martín de Montalbán, Toledo

The platform used by solar panel companies in San Martín de Montalbán, Toledo to keep their operations in order: customers, installations, paperwork and payments, always under control.

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Management software for solar installers in San Martín de Montalbán, Toledo and the whole province.

Solar installers in San Martín de Montalbán, Toledo juggle many installations at once, each at a different stage: quote, project, grid legalisation, assembly, connection and after-sales. CRM Fotovoltaica turns every installation into a file that moves through clear phases, so nothing stalls and no deadline gets missed.

CRM Fotovoltaica scales with your installation business in San Martín de Montalbán, Toledo: start with the modules you need today (sales CRM, projects and invoicing) and switch on the rest as you grow. It's a cloud product, with no complex installs, accessible from any device.

Modules

All the modules for your solar business in San Martín de Montalbán, Toledo

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

Book a tailored demo and see how solar companies in San Martín de Montalbán, Toledo gain control and save time with CRM Fotovoltaica.

Request a demo See modules

Request a demo

We'll show you CRM Fotovoltaica using your own real cases.

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