CRM for solar companies to keep track of enquiries and customers
Customer Connect helps solar and battery companies collect customer enquiries, assign responsibility and follow up on deals in a shared sales process.
From a solar enquiry to a won deal.
Turn solar enquiries into organised sales opportunities
Customer Connect interprets incoming emails and creates sales opportunities. The customer’s enquiry about solar panels, batteries or extending an existing installation stays available as background information. You can also let the AI interpret text you paste in.
Keep customer questions and your notes together
A customer may get back in touch several times before deciding on an installation. In Customer Connect, customer details, messages and notes stay together in the opportunity. You can continue the conversation with earlier information at hand, even if a colleague handled the first contact.
See where deals stand and who is responsible
The visual sales process lets you track deals through quote discussions to the close. Ownership and follow-up make it clear who handles the next customer contact. Your team shares an overview of open opportunities when several customers are considering their proposals at the same time.
Frequently asked questions
Can we collect both solar and battery enquiries?
Yes. Customer Connect brings customer information together and lets you manage enquiries as sales opportunities. The customer’s description and your notes keep the background information together for each deal.
How does Customer Connect help when a customer asks about an extension?
You can keep the customer and their contact details in Customer Connect and handle the new enquiry as a separate sales opportunity. It then has clear ownership and its own follow-up.
How do we get started?
Try for free takes you to the pricing page with current options and terms. After registration, we contact you to see whether you need help getting started. You can also book a demo to see Customer Connect before trying it.
Keep your next solar deal together in Customer Connect
Keep customer information, deal status and the next contact in one place. Try Customer Connect and see how it fits the way you work with customers.