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Automation · CRM Platform
Solar CRM — One Platform for Solar Sales
A custom CRM dashboard for a balcony-solar business — managing solar orders, leads, revenue and operations from one smart platform, purpose-built for solar sales.
Solar CRM
Industry
Solar Energy · DACH
Duration
Custom build
My role
Full-stack · Product · Dashboard
Headline
6
The Challenge
A balcony-solar business (Mein Balkonkraft) was running solar orders, leads, revenue and installations across disconnected tools — with no single view of the pipeline or day-to-day operations.
The Approach
We built a custom Solar CRM dashboard that brings lead management, order tracking, pipeline monitoring, revenue analytics, proposals/invoices and partner/customer management into one smart platform — designed specifically for a solar sales operation.
The Results
1
Unified platform
6
Core modules
Real-time
Revenue & pipeline
What We Built
- Lead Management — capture, organise and nurture leads to close deals
- Order Tracking — from request to installation, with full visibility
- Pipeline Monitoring — track the sales pipeline and lift conversion
- Revenue & Analytics — actionable insights to grow the business
- Proposals & Invoices — professional documents in minutes
- Partner & Customer Management — partners and customers in one place
From the project
Technologies
Next.jsReactNode.jsPostgreSQLREST APITailwind
See more of the work.
Every project in the portfolio is built and shipped by Phillip Janzen — explore the rest.
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