Sector · Energy retrofitting

AI for energy retrofitting: an installer CRM ready to fit

“A blank HubSpot or an overflowing Excel: either way, the renewables installer starts from zero.” The trade has its rules — subsidy files, certified products, margins to hold job by job, after-sales. We equip installers with a CRM already designed for renewables, where AI tracks margins and follows up, so you fit more and administer less.

Your realities

What costs you time.

A generic CRM bent to fit the trade — Off-the-shelf tools are designed for selling services, not for assembling a renewables file. They get bent with custom fields and side spreadsheets, until no one knows where the up-to-date information lives.
A product catalogue never stabilised — Panels, inverters, heat pumps, tanks: references, standards and prices change, and every quote starts from a copy-paste. One wrong reference or standard, and the job or the subsidy falls through.
Margins steered blind — Between the sale price, the equipment, the fitting and the surprises, a job’s real margin is often only known once the job is finished. Impossible to correct course while there’s still time.
Time-consuming subsidy filing — MaPrimeRénov’, CEE: assembling and tracking subsidy files takes considerable time, with documents to chase and deadlines to hold. An incomplete file is cash sitting idle.
After-sales that gets lost — After the fitting, service requests come in by phone, SMS, email, untracked. A forgotten complaint is an unhappy client and a reputation taking damage.

What we deploy · 1

A CRM already designed for renewables..

Ready-made business objects — “Renewables file”, “Installer” — with dedicated pipelines and separation between activities. You start on a structure that speaks your trade, not on a blank tool to configure for weeks.

1/3

module deployed

Calibrated on your activity, plugged into your tools.

What we deploy · 2

A certified renewables product catalogue..

A catalogue of some twenty certified renewables products, ready to feed your quotes: the right references, the right standards, without copy-paste or entry errors. The quote is built on a reliable, up-to-date base.

2/3

module deployed

Calibrated on your activity, plugged into your tools.

What we deploy · 3

AI that tracks your margins and follows up..

Margin per job tracked continuously, subsidy documents chased automatically, after-sales traced and prioritised: AI prepares and follows up, you decide. You see real profitability job by job, while there’s still time to act.

3/3

module deployed

Calibrated on your activity, plugged into your tools.

The proof, in your trade

A renewables installer started on a CRM ready for the trade..

The context

An energy-retrofitting and photovoltaics installer had no tool designed for the trade: scattered files, an unstable product catalogue, margins known only at the end of the job and untracked after-sales.

What we did

We deployed an installer CRM structured for renewables: “Renewables file” and “Installer” business objects, dedicated pipelines and separation between activities, a catalogue of some nineteen certified renewables products, margin tracking per job, after-sales management, and site content.

The result

An installer who starts on a structure already designed for the trade — structured files, a certified catalogue ready for quoting, margins tracked job by job and traced after-sales — instead of starting again from a blank tool.

Read the full case →

In short

« In energy retrofitting and photovoltaics, AI rests on a CRM designed for the trade: ‘Renewables file’ and ‘Installer’ objects, dedicated pipelines, a certified product catalogue ready for quoting, margin tracking per job and after-sales management. It chases subsidy-file documents, tracks profitability job by job and follows up, with the installer keeping final approval. »

Your trade, your reality

Let’s talk.

Tell us where you stand — we’ll tell you honestly whether we can help. Reply within 24 hours.

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