CRM for solar installation businesses
One customer journey.
From first enquiry to handover.
Customer information, quotations, documents and installation tasks, connected. So sales, the office and the on-site team work from the same information.
We start the demo with your business processes.
One project. Connected history.
Sample project · family home
Needs assessment
Customer and technical details
Quotation preparation
Line items and related documents
Installation planning
Tasks and job sheet
Illustration with fictional data. Not a live CRM view.
- Solar-specific quotations
- Shared customer and project information
- Traceable project delivery
Business areas at a glance
SolarForce.aiYour business processes. All in one place.
- Customers & sales
- Marketing
- Quotes & contracts
- Project delivery
- Billing & finance
- Procurement
- Warehouse & logistics
- Management overview
- AI assistant
- Email & phone
- HR & training
- Monitoring & service
Explore the workflow
The same customer. At every stage.
Choose a stage to see how everyday tasks connect.
Sample project · family home
Project linked to the customer
Related information
- Customer need
- A new solar installation
- History
- Initial discussion recorded
- Task
- Confirm roof information
Next task
Clarify survey information
Illustration with fictional data. Not a live CRM view.
There is a place for the next step.
Contact details, requirements and conversation history stay together. Salespeople can track their tasks in their daily work list.
A clear view of each person's work
One system. Different perspectives.
Management, sales and installation work connect to the same customer.
See where the work stands.
Customer and project stages, sales reports and traceable history help you keep an overview.
- Sales workflow and reporting
- Project information linked to the customer
- Traceable documents and history
Your next step
First, we understand how you work.
You do not need to choose every module in advance. We can start with one specific workflow.
- 01
Discuss your needs
Which workflow would you like to make clearer, and who is involved?
- 02
See the relevant workflow
The demo focuses on the customer journey and tasks that matter to your business.
- 03
Define the implementation scope
Review the areas, data, connections and next steps needed for your business.
What shapes your offer
Built around your processes.
We set prices and fees after aligning on your needs. Here is what we review together:
Discuss our requirementsRequesting a demo does not place an order.
Areas of use
Which workflows would you like to manage in the system?
Team and responsibilities
Who will use the system, and for which tasks?
Existing information
Which records and data would you like to bring across?
Connections
Which existing tools and processes need to work together?
Digitalisation opportunities
Planning development with funding support?
Our funding page explains the DIMOP Plusz programme and how to request an initial discussion.
The eligibility of the business and selected solution needs a separate check.
Common questions
A few answers before you start.
Who is SolarForce designed for?
SolarForce is built around solar installation workflows. It connects enquiries, quotations, projects and delivery. If your business works differently, we first explore the fit during the demo.
Is it only for sales teams?
No. Contracts, documents, installation job sheets and service cases can also be linked to the customer. The office and installation teams can work within the same customer journey.
What happens to our existing data?
We first review your data sources, formats and the information you want to bring across. The scope and method of migration need to be agreed on that basis.
Does AI reply to customers on its own?
In email workflows, AI can assist with summaries and draft replies. A person decides whether to send the draft. We discuss how the selected workflow operates and is configured during the demo.
What am I committing to by requesting a demo?
A demo request starts a conversation. It is not an order, an automatic subscription or a funding application. The scope and terms of any offer are agreed separately.
SolarForce in action
From your request to your sales team.
A short marketing film about the journey from a campaign to sales follow-up. In a personal demo, we discuss which steps and integrations fit your business.
35-second demo · Hungarian audio
A demo for your business
Let us talk about your company.
Tell us where your customer workflow gets stuck. We use this to agree what to cover in your personalised demo.
What we can cover together
- 1Your current customer journey and handovers
- 2Relevant customer, quote and project views
- 3Data migration, integrations and implementation needs
After you submit
The page confirms that your request has been saved and gives you a reference number. We then agree the demo agenda and timing using your contact details.
Prefer email?
info@solarforce.ai
Phone: +36 70 378 5109
Already a customer? Log in to SolarForce CRM →