Rooftop solar, home and business battery storage, EV chargers and energy upgrades. Enquiry to site assessment to system design to quote to install to commissioned. CEC-accredited installers, STC rebates and grid connection.
Start free PricingFrom first enquiry to done, in the stages you actually use.
Calls your customers customers, each engagement a installation, your staff installer. No loan or generic labels.
A 10-question customer intake built for Solar & Energy, e.g. Where would the system be installed?; What type of property is it?; Do you own the property?.
Collects Recent power bill, Roof and switchboard photos, Other quotes.
Compliance built in: Clean Energy Council / state authority.
Every question, stage, document and label is editable and toggleable per business.
Is CRMandGo suitable for Solar & Energy?
Yes. CRMandGo ships a Solar & Energy pack that tailors the CRM to your industry: it calls your customers customers, tracks each installation through 7 stages (Enquiry, Site Assessment, Quote Sent, Won, Scheduled, Installed, Commissioned), and collects the documents your work actually needs.
Can I tailor the questions, stages and labels?
Yes. Every question, pipeline stage, document and label is editable and toggleable per business in settings, so these are sensible defaults you tune, not a rigid form.
Where is my data stored?
In Australia, in Google Cloud's Sydney region, with no replication offshore. CRMandGo is Australian owned and operated.
How much does CRMandGo cost?
CRMandGo has a free trial. See the pricing page for current plans, all in AUD.
Start free and CRMandGo shapes itself around your industry from day one.
Get started freePart of the AndGo Platform