Portfolio · Energy retrofitting · Delivered
The installer starts on a structure designed for the trade — instead of a blank tool.
Figures and client context to be confirmed by Jeremy
Who
Real
the client
Case presented anonymously — the results are real and verifiable.
Why
Generic CRMs don't know how to assemble a renewables file: they get bent with custom fields until the up-to-date information is lost.
How
A CRM structured for renewables: “Renewables file” and “Installer” business objects, dedicated pipelines and separation between activities, a catalogue of some twenty certified products ready for quoting, margin tracking per job, after-sales management and site content.
5 building blocks delivered — Each one in production, not in mockups.
The result
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