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Features

CRM and Customer Management

Manage all your customer processes from one platform.

Overview

Integrated Customer Management

PVAGE CRM module is specifically developed for the needs of solar energy companies. All processes from sales to installation, customer tracking to reporting are managed on a single platform.

CRM Features

  • Lead status tracking
  • Requests received through the website form
  • Customer card: surveys, proposals, contracts, payments and notes
  • 13-stage project tracking
  • Payment and outstanding balance tracking
  • Task and calendar management
  • Team-based authorization
  • Reminder and notification system
Business Value

Why a Solar-Specific CRM?

General-purpose CRM software doesn't adapt to a solar company's workflow. PVAGE CRM is designed for the survey → design → proposal → installation → commissioning process.

Sales Pipeline

From Lead to Customer

Leads from the website or entered manually are tracked by status; a converted lead moves to a customer card in one click.

Leads

  • Submissions from the website feasibility form arrive automatically
  • Source, monthly bill, estimated capacity and roof area are recorded
  • Statuses: new, contacted, qualified, converted, lost
  • One-click conversion to a customer

Customer Card

  • Individual or company; tax and contact details
  • Technical details: roof area, monthly bill, estimated capacity and annual production
  • Tabs: survey, proposals, modelling, contract, payments, project tracking, work schedule, notes

List Actions

  • Search by name, phone or e-mail
  • Export the customer list to Excel
  • Clear warning about linked proposals, contracts and jobs on bulk delete
More Features

More of What PVAGE Does

Site Survey

Record electrical, roof and consumption data with photos on a standard form, then move from report to proposal.

Learn more

Work Schedule & Calendar

Assign field jobs to your team, plan them on a map and follow up with email and SMS reminders.

Learn more

Warehouse & Inventory

Stock levels, goods in and out and weighted average cost; proposal items are deducted from stock automatically.

Learn more

Website Lead Acquisition

An embedded feasibility form and solar configurator on your website send leads straight to your customer list.

Learn more
See the 13-stage solar project tracking
See all features
See It Live

Would You Like to See This Feature Live?

Try PVAGE with your own projects in a 7-day free demo; no credit card required.

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