Energy & solar company CRM: from site survey appointment to project delivery every customer in one panel

It organizes the long, high-value, multi-stage solar (GES) process: quote requests, survey appointments, decision cycles that last for months, multi-step project tracking and post-installation maintenance contracts all come together in one panel. Each customer's stage, what was last discussed, quote status and project steps are visible on a single card. WhatsApp, web form and Meta Lead Form traffic stays in one place; hot opportunities don't go cold for lack of follow-up, survey appointments don't overlap, project stages don't get mixed up, and maintenance and renewal dates aren't missed. In long-cycle sales, pending opportunities stay visible in the list.

You track every solar (GES) request through pipeline stages: set up stages that match your own process, such as First contact → Site survey → Quote → Decision → Contract, and each opportunity moves forward as a card. You can see which stage each customer is in, what was last discussed, and opportunities that have been idle for a long time surface in the overdue items view. AI conversation analysis pulls out a summary of every meeting, the customer's intent and the estimated value. This way, in a process that lasts for months, you can see which opportunity to follow up with and when; hot opportunities don't quietly go cold.

You open an online appointment page for site surveys; customers pick a day that suits them, the appointment is added to your calendar and synced with Google Calendar. So it's visible at a glance which day, which address and which team you're going to; no more forgotten or overlapping surveys, and no more days wasted by a field team with no plan. You attach pre- and post-survey to-dos to task cards and record customer details and the address on the card. In a business where the first impression is critical, appointments stay organized, the team stays planned, and the customer is met at the door without waiting.

No, let's be clear about that. ÖzgürKod does not move project steps forward on its own, nor does it create recurring tasks automatically; you run the process, and the system makes it visible and trackable. Here's how it works: you set up every step from survey to commissioning with tasks and a stage plan; with checklists, attachments and due dates, the task board shows which step is with whom and in what state. You can also show multi-stage work on the quote side in Gantt view. When one step is complete, you move it to the next one; this reduces handoff gaps and delays caused by steps that slip.

You track the periodic maintenance and contract renewal of every system you install as tasks; the task board shows which customer's maintenance time and contract end are coming up. Let's be honest about automatic reminders: the system does not send timed messages to customers on its own. You remind yourself of upcoming maintenance and renewals with a task, and send the customer a notification with a ready-made template in one click; the decision to send stays with you. That way maintenance isn't skipped, system performance and customer satisfaction are protected, and a steady revenue stream stays open because renewal dates aren't missed.

Yes. Leads from Meta Lead Forms and your web form drop into the panel automatically and are tagged with the campaign they came from; duplicate protection prevents double records. These opportunities are tracked in the pipeline along with other leads. The Meta Ads ROI report shows which campaign turned into how many quotes and signed projects; with the Meta and Google Ads integration, it becomes clear where your budget is going. So you scale the campaigns that work and cut the ones that don't; your ad budget is allocated by seeing the return, not blindly.

In practice they describe the same need. Businesses usually search for "Energy & solar company software", "Energy & solar company software", "Energy & solar company job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.