CRM for renewables: solar and heat pump sales
A mobile CRM for teams selling photovoltaic installations and heat pumps, built for field work: offline, with GPS navigation and on-site energy calculators.
The challenge
Field teams tracked leads in Excel, and client history kept getting lost between the rep’s phone, the office and subcontractors. Quotes were calculated manually back at the office, so clients waited days for pricing.
Coverage in the field is patchy, so any tool that required a constant connection was disqualified from the start.
What we built
We built a mobile-first CRM (PWA) designed for field work from the first screen: full client history on the phone, offline operation with automatic sync once coverage returns, and GPS route planning.
Five energy calculators let reps price the installation, savings and financing at the client’s table, during the same conversation. Automated follow-ups make sure no lead goes unanswered.
Inside the system
- Sales pipeline and lead management from the field
- Offline mode with automatic synchronization
- Route planning with GPS navigation
- 5 energy calculators: installation, savings, financing
- Automated follow-ups and reminders
- Real-time sales reports for the office
What changed
- Excel and paper notes left the sales process: one client database instead of a copy on every device
- Reps prepare quotes at the client’s table instead of bringing them back to the office
- Every contact’s history stays with the company, even when a rep leaves
- System scale: 144+ API endpoints, 35+ database tables, 24 screens
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