All the key information, all in one place
Track every stage of your projects while automating key client interactions for solar, heat pumps, and EV installations.
Full Project Visibility
Keep projects on track with real-time updates.
- Centralise project details and communications
- Track stages, milestones, and tasks
- Link invoices and payments to projects
- Provide clients with clear project progress
Automate Client Interactions
Save time with powerful automation tools.
- Automate follow-up emails and reminders
- Send status updates automatically
- Automate payment requests post-completion
- Customise automations to fit your workflow
Strengthen Client Relationships
Enhance communication and transparency.
- Keep a full record of client interactions
- Provide a smooth, professional experience
- Access client details instantly with CRM
- Automate reminders to ensure timely follow-ups
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