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Heating Pumps

Sales and company management in 1 place

SalesOps CRM Heat Pump - CRM for the Heat Pump industry

SalesOps CRM Heat Pumps – is currently the most comprehensive CRM for heat pumps available on the UK market. Our application for the heat pump industry supports your work from create clients profile, quoting, contract generation, installation management to implementation, so you have a control of the entire process.

Full automation andsales process management

Employee and company managementin 1 place

Increased salesand saving time

Several times more quotes generatedby your employees

WHY IS IT WORTH IT?

Discover the functionalities of the SalesOps CRM Heating Pumps

1

Main panel​

  • Possibility to customize the appearance of the main panel to your needs.
  • Quick analysis of activity (new customers, offers, contracts) with filtering options
  • Possibility to view upcoming installations/realizations
  • Projected paycheck and current earnings overview
  • Built-in, intuitive search engine to quickly find customers, users and contracts
  • Configure contact visibility for individual users
  • Task widget showing current, overdue and upcoming tasks (within 7 days)

Meetings

  • Planning meetings based on availability of dates
  • Extensive calendar
  • A clear map with marked meetings and a legend
  • Meeting statistics with the option to export to a csv file
  • Changes History
  • Calculating the distance between planned meetings
  • A full list of scheduled meetings is available from the panel.
  • Meetings can be imported from a file that matches the template
  • Advanced filters to sort meetings by multiple criteria (client, status, date, etc.)
  • List of cancelled meetings available
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Tasks

  • System and email notifications
  • Two views: list and calendar, optimized to user preferences
  • Defining your own task types and statuses
  • Special types of tasks - private tasks and group tasks
  • Calculating payouts based on completed threads
  • Ability to upload files to tasks
  • Automatic/cyclic tasks with the ability to define task patterns and content
  • Full view and edit history for each job
  • Advanced filters (type, status, creator, performer, client, priority, dates and more)

Clients

  • List view or sales funnel, the so-called kanban
  • Defining your own filters for faster and more efficient work
  • Creating and Managing Custom clients features
  • Adding multiple addresses in the client profile that we can work on
  • Automatic data download from GOV
  • Ability to upload files to the client profile
  • Defining customer statuses
  • Possibility of sending mass Text Messages and e-mail messages, so-called e-mailing
  • Assigning clients to employees
  • Automatic actions (Text Messages, email, task) for selected client statuses
  • Filtering customers by defined features
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Quotes / calculator

  • The most advanced customer offer creation system on the market with the possibility of comprehensive configuration (adding new fields, product variants, product features, creating templates, hiding from others and much more).
  • Savings calculator for solar panels installation
  • Possibility to export and import all products via CSV or Excel file
  • Defining the maximum and minimum Trader's free and discount that can be applied to the offer for specific price groups
  • Possibility to implement your own graphic design of the offer
  • Calculation of necessary elements for implementation (e.g. assembly structures)
  • Possibility to predefine ready-made sets offered to customers
  • Taking into account and presenting in the offer discounts and Grants that we can define, e.g. the ECO4 and The Warm Homes Plan
  • Selection of installation capacity taking into account current consumption and energy bills

Audit

  • Configurable from the administrator level
  • Possibility to generate an audit to PDF (possible implementation of an individual graphic design of the audit)
  • Creating separate file types for each audit
  • Field visibility limitations when selecting a given variant
  • There is an option to upload a default audit template
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Quotes

  • Generating multiple quotes per 1 PDF with unique graphic design
  • List of all submitted quotes with the option to filter by offer status (Submitted, Accepted, Rejected, In negotiation)
  • List of submitted quotes available in the customer profile
  • Quotes history for a specific client
  • Generating 1 graphically consistent PDF in case of selecting several quotes simultaneously for different services, e.g. Solar Panels and HRV Systems
  • Uploading, linking and the ability to attach catalog cards and certificates of offered products/services to quotes.
  • Adding a gallery/portfolio to your quotes
  • Sending quotes to clients via email with attachments directly from the SalesOps system
  • Editing an quotes, granting a discount, history of changes to a specific quote

Contracts

  • Generating a graphically consistent PDF with the contract (unique graphic design)
  • Ability to sign contracts remotely or on-site using any mobile device, stylus or mouse cursor.
  • Configurable contract types with the ability to add conditions
  • Automatic numbering of contracts according to a defined scheme
  • List of contracts with the possibility of sorting and filtering with the possibility of creating filter templates
  • Displaying commissions due to employees under a specific contract along with calculating profitability
  • Uploading contracts signed traditionally in paper form
  • Defining contract statuses and linking to a specific contract type
  • Defining additional categories of files that can be uploaded in the details of a specific contract
  • It is possible to export a set of quotes to an XLSX file
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Installations

  • Defining installation teams (name, colors on the calendar/map and data permissions)
  • An extensive installation calendar with filtering options
  • Installation map (also useful for meetings for sales representatives as a Portfolio)
  • Possibility of assigning several deadlines for the installations , the so-called work schedule
  • Uploading additional files for installation, e.g. acceptance protocols
  • Audit preview by installators
  • Possibility to assign several teams to 1 installation
  • Reporting by installation teams on the work performed in the installation profile
  • The system allows you to add an installation without a contract
  • A separate section for contracts without assigned installations, making it easier to manage teams

Work-Flow

  • Possibility to manage the process of implementing any type of contract
  • Defining automatic events such as tasks, text messages, notifications at specific stages of the contract
  • Defining people and groups responsible for a specific status or automatic event
  • Automatic calculation of commission for the sales department based on achieving a defined status in the contract
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Users and Roles​

  • Creating company account names and types
  • Defining permissions for created roles (hundreds of settings)
  • Creating a clear hierarchical structure
  • Possibility to represent several organizations in 1 CRM (different logos, contract templates, different graphic designs of quotes and audits)
  • Possibility to create price groups and define conditions such as the size of the commission, discount for specific scenarios, e.g. depending on the source of client acquisition
  • Convenient management of clients and their tasks with the option of connecting to another user in the event of staff changes
  • Adding your own signature to your profile, which can be applied to documents, and a profile photo
  • Configurable forms of employment
  • Logging in as another user from the administrator level without having to re-enter login details

Gallery

  • Ability to create and name folders and
  • Upload photos of completed projects, which our employees can use when preparing quotes by attaching them to the quotes they create.
  • Granting permissions to specific groups and users for the created photo databases.
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Files to download​

  • Creating, editing and deleting file categories
  • Managing file visibility for specific roles or users
  • Assigning certificates and catalog cards to offered products via CRM. The application allows you to automatically attach certificates or catalog cards regarding the product or service included in the submitted offer during the quote.

Statistics and reports

  • Statistics of completed installations with the possibility of precise filtering
  • Sales ranking and statistics on bid effectiveness
  • User Activity - Full CRM Event Log
  • Meeting summary - a clear report for the telemarketing department
  • Statistics on tasks performed in CRM
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Many configuration options

  • Rapid mass price change of offered products and services
  • Configuring integrated Text Messages gateways
  • Possibility to change the logo
  • Defining customer colors, statuses and features
  • Ability to set your own task types and limit statuses based on task type
  • Hundreds of other settings for notifications, automatic actions and general configuration of each CRM module.
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Project Management

  • Creating, editing, deleting and managing project progress
  • Assigning employees to projects
  • Assigning tasks to projects
  • Clear information about the project progress
  • Defining the hourly rate and calculating the salaries of employees settled in the SPT model (settlement per task), i.e. payment for completed tasks

Other features and services

  • Over 100 additional modules extending the system's capabilities
  • Free support and personal tutors
  • Double authentication during login for increased security
  • Open API for integration
  • Many ready-made integrations with accounting and ERP systems
  • and much, much more...
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Modern IT solutions for your company

Achieve better results with SalesOps​

Contact us for book a FREE online demo of the SalesOps application or try our 30 DAYS FOR FREE

+44 7933 862 105
07933 862 105
Try for free
Try for free

SalesOps is an application which salespeople and agents will increase your company’s sales results, and you will have insight into everything that is happening in the company from anywhere in the world.

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