Build stronger customer relationships and grow your business
ÃÛÌÒ´«Ã½'s CRM platform helps UK renewable energy installers manage customer relationships effectively, track leads through the sales process, and deliver exceptional customer experiences. Purpose-built for heat pump, solar, and EV charger businesses.
Complete customer information management
Centralised customer database: Store and manage all customer information in one location, with complete communication history, project details, and preferences accessible to your entire team.
- Complete profiles: Store contact details, property information, and preferences
- Communication history: Track all emails, calls, and interactions
- Project association: Link customers to quotes, projects, and installations
- Document storage: Attach relevant files and certificates
- Customer categorisation: Organise customers by type, location, or technology
Lead tracking and sales pipeline management
Comprehensive sales pipeline: Track leads from initial enquiry through to conversion, with clear visibility of sales progress and tools to manage follow-ups and nurture prospects effectively.
- Lead capture: Import leads from various sources and enquiries
- Qualification tracking: Record lead quality and potential value
- Stage management: Track leads through defined sales stages
- Pipeline overview: Visual representation of sales opportunities
- Conversion tracking: Monitor conversion rates at each stage
Automated customer communication
Streamlined communication management: Automate routine communications, manage follow-ups systematically, and maintain consistent customer engagement throughout the sales and service process.
- Email integration: Send and track emails directly from customer records
- Template library: Use pre-written templates for common communications
- Automated sequences: Set up automatic follow-up email series
- Follow-up reminders: Automatic reminders for scheduled contact
- Status updates: Automatic customer updates on project progress
Customer portal and self-service
Professional customer portal: Provide customers with secure access to their project information, documents, and communications, creating transparency and building trust throughout the customer relationship.
- Document access: Customers can view quotes, certificates, and handover packs
- Project tracking: Real-time visibility of installation progress
- Appointment viewing: See scheduled appointments and availability
- Quote acceptance: Customers can accept quotes online
- Support requests: Submit and track support requests
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