One Platform. Total Control.
All energy business workflows managed
in one platform
Streamline workflows, improve efficiency, and manage your entire energy business from one connected platform - specially built for modern energy businesses.
- All-Inclusive Dashboard
- Post Audit Forms
- Installation Scheduling
- Map-Based Assistance
All-Inclusive Platform
Energy suite for your
energy-efficient business requirements
Our CRM is deliberately built to offer you seamless navigation for all important aspects related to your renewable energy business.
Dashboard
CES / VBA
Prospects
Google Map
Calender
Follow Up
Complaints
Products
Invoice
E-Sign
Assessment
Field Audit
Sales & Customer Lifecycle
Scheduling & Operations
Audits & Compliance
Audit Check
Customer
Import
Team
Security
Permission
Departments
Trackings
Inventory Management
Reporting & Insights
Security & Access
Logs History
Alocation
Post Audit
Reports
Quotes
Contract
Installer
Holidays
Templates
Vendors
Export
Roles
Want seamless navigation and operation of your business?
Step-by-Step Execution
Our process flow that works the best for you
Our streamlined workflow offers automation of tasks and maximum ROI.
Automation of Tasks
Years Of Experience
CRMs Delivered
Increased Productivity
Capture & Qualify
Capturing leads from different sources and ensuring they work for your business with a thorough assessment.
Schedule & Assign
Leveraging GPS, we schedule team allocation and assign the tasks accordingly.
Install & Track
Real-time monitoring helps us reduce time wastage and offers ease in tracking the installation process.
Audit & Comply
Our CRM automatically generates CES and VBA documents and ensures the auditing as well.
Our Packages
Choose the plan that suits your requirements
Select a package as per your business goals.
Professional
For growing energy businesses
Up to 5 users, $25 per extra user
- 5 Office Staff & 20 installers in the field
- Prospects & CRM
- Job Management
- Contracts
- Installation tracking
- Audit workflow
- Inventory tracking
- Quotes & invoices
- Report
- Email support
Business
Most PopularAdvanced features for larger teams
Up to 10 users, $25 per extra user
- All Features of Professional
- 10 Office Staff & 40 installers in the field
- Advanced analytics dashboard
- Map scheduling
- Staff onboarding
- Staff availability
- Calendar view
- Customer feedback
- Complaints
- Inventory: Purchase & sell, borrow, lent, staff allocation
- Vendor management
- Field audit scheduling automation
- Workflow automation
- Priority support
- Advanced reporting
Enterprise
Custom solutions for large organizations
Unlimited users
- All features of Business
- Unlimited users
- White label
- Custom workflows
- Custom integrations
- Dedicated account manager
- SLA support
- Custom reports
- Data migration
- API Access
- Training
*Setup cost additional
All plans include free onboarding support. Need a custom solution? Contact our team
Client Testimonials
Our CRM is trusted by millions of people
Explore our real-world examples of how our clients feel about us and make your decision.
Energy Suite CRM has made it easy for me to manage my inventory. As earlier, I was struggling with it and found it difficult to manage. Grateful for them to make it a seamless one.
Michael Chen
Operations Director, SolarPro Australia
99.5
Customer Satisfaction
98.5
Operational Efficiency
Energy-Suite has transformed the way we manage our operations. From inventory management to performance tracking, everything is centralized in one powerful CRM.
Sarah Thompson
Head of Operations, GreenGrid Energy
96.5
Customer Satisfaction
99.8
Operational Efficiency
A powerful CRM built specifically for energy businesses. Energy-Suite simplifies inventory control while boosting operational efficiency.
Daniel Rodriguez
Energy Solutions Manager, PowerCore Systems
97.1
Customer Satisfaction
99.9
Operational Efficiency
Centralized Control
Goodbye to manual work
Automate what slows you down. Focus on what moves your business forward.
Before
Managing sales and customers manually slows your team down, creates errors, and wastes valuable time.
After
Run everything from one smart CRM—automated, organized, and built for modern teams.
Easy-to-Use Solutions
Integrating built-in automation for renewable sector
We offer you highly encrypted CRM software to manage all energy-efficient requirements from one single place.
Lighting
VEU and ESS assistance for lighting rebates and incentives.
HVAC & Air Conditioning
Thorough assessment of your needs and accurate solutions for the same.
Solar Installation
Offer you the right guidance as per your energy requirements.
Hot Water System
Ease in managing your hot water systems without much stress.
Let’s Connect
To make your energy business easy to navigate.
Get in touch with us, book a demo and let's see how we make your tasks easier and improve the productivity and efficiency of your business.
- Inventory Management
- Reporting & Business Insights
- Scheduling & Operations
- User Management
Book a free demo
Fill out the form and our team will get back
to you within 24 hours.
FAQs
Frequently asked questions
Here are some basic questions related to our custom CRM
Our Energy Suite CRM is a tailored CRM built as per your specifications and requirements. We offer you tools such as inventory management, user management and security, scheduling operation and various other unique features that prove beneficial for your business operations.
Choosing our Energy Suite CRM for your brand offers you benefits such as custom solutions, tailored packages that align with your business goals, support and maintenance, and much more.
Yes, CRM can be integrated into some energy-efficient systems. You can reach out to us and we will assist you with the process.
Yes, CRM does increase sales by offering features such as lead nurturing, real-time updates, and others. Our CRM offers you various services that definitely prove beneficial.
The custom CRM solutions cost depends on the features you require. However, we have listed some packages. You can connect with us, and we will guide you further.
Have more questions? Contact us