Electrical and Energy CRM

CRM for energy consultancies

Since mid-2021 and more since the invasion of Ukraine was triggered, the supply of fuel and gas has been seriously affected, causing the rise in electricity and gas prices enormously, this fact has accelerated companies and consumers In the end, they begin to consider the implementation of self-consumption facilities to reduce the electricity bill and reduce dependence on price increases, obviously these facilities can only be done by those companies that do not have too much energy consumption and that have space to place this type of structures.

This process of changing facilities has made a large number of companies dedicated to energy consultancy flourish, whose main function is to design and optimize the calculation of the plants, determining with which plates it is better to do it, placement, situation, power pico, etc. and that are dedicated to the administrative management and subcontracting or technical direction of the works, which is the part of study and development of the same.

Solar Self Consumption CRM

For the development of the process of attracting potential customers (usually in the home and SME area), specialized crms have been created or adapted in the solar self-consumption sector, including functionalities that, on the one hand, are external for commercial and generation acquisition. of offers and on the other hand solutions or part that manage the most part of contracting, billing and management of the installation itself, making it possible to manage the entire global process. In this article we are going to explain how a specialized CRM should work to cover the entire process:

  • Commercial
  • Offers-recruitment
  • Customer portal
  • Production-Installation


The first module that we are going to explain is the solar calculator, the solar calculator allows you to make the calculations that the investment of an installation supposes and the return that I will have in relation to the current rates, consumption, etc. Normally, what these solutions do is that the potential client introduces a series of variables with which a previous calculation is made of what the installation would entail, variables such as current consumption, size of the roof where the installation is going to be placed and position of the roof, with these values it makes an indicative calculation of the investment and the ROI that we would have, but it would not serve as a definitive offer. In the end, it is still an opportunity capturer so that a telemarketing department can then close a visit and carry out a more technical action and can obtain the data for the final offer.


In this module, what it does is generate a more detailed offer taking into account peak powers, SIPS consultation that will give us the consumption that it has had in recent years or through load curves, with this an offer will be generated that is the one that will be signed by the client and will serve as the basis of the contract. Once the client has accepted the offer, the contract will be generated which, depending on whether it is financed or not, will come out one way or another and will allow the client to sign it through electronic signature systems and start the installation process.

The Backend part of this module involves the management and validity of the documentation provided by the client, determining if it is valid or not, scoring the client and determining if they can progress in the processes until the contracting process ends. Together with these, other functionalities are included, such as the possible invoicing of part of the contracting or what could also mean the settlement of commissions to the salesperson who has sold it.

Customer portal

Once the client has contracted the project, the client will be provided with a portal from which they will technically monitor their installation and from where, when finished, they will be able to see information on what they are producing, saving on their bill, etc. or where they can go including any incident that occurs.


Once the client signs the contract, the installation execution process begins, where this installation must be assigned to a technician who starts it up, there must be a supplier portal, where it is assigned to an installer and he goes performing the tasks until the installation is complete. Associated with this module are included reservations of materials, orders and work reports, supplier invoices, etc.

The installation can include the management of the subsidies from where the company itself manages all the necessary documentation so that the installation can receive the different aids that exist, including its document management.

In this explanation we have not included other more common modules of a crm, customer service management, opportunity management, campaigns, etc, since a general crm is supposed to have, as well as one specific to the sector.

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