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Read the articleA custom CRM built for RGE-certified installers
Our custom CRMs are flexible and designed for RGE-certified installers (the French quality label for energy renovation professionals). They cover straightforward day-to-day needs as well as the most advanced ones.
The features of our CRM for RGE installers
- Management of prospecting lists used to carry out energy saving operations.
- Management of your leads through prospect and customer records.
The 4 key strengths of our CRM for RGE installers
- Customer relationship management
- Geolocated scheduling
- Analytics dashboard
- Management of CEE (French energy savings certificates) and MaPrimeRénov’ (the French state renovation grant) files
Security, integrity and flexibility
Security
Our team secures access to your CRM with robust security protocols deployed on your servers, and much more besides.
Integrity
We put effective controls in place so your data is processed with no risk of corruption.
Flexibility
Your change requests can be handled by our teams or managed by your own staff in-house.
Let us build your future custom CRM for installers in energy renovation.
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Let’s talk about your projectFrequently asked questions
Who is this CRM for RGE-certified installers designed for?
For RGE-certified energy-renovation installation companies that want to manage their prospecting, leads and CEE / MaPrimeRénov' subsidy files from a single tool.
How does the CRM help manage CEE files?
It centralises documents, tracks the status and deadlines of each CEE / MaPrimeRénov' file, and safeguards compliance to avoid rejections and payment delays.
Does the CRM track projects from lead to installation?
Yes. From geolocated appointment booking to completed installation, the CRM tracks every step: quotes, scheduling, subsidy files and delivery follow-up.
Can the CRM scale to my company size?
Yes. Custom-built by JD Solutions, it suits both a sole tradesperson and a multi-team company, with the modules and automations relevant to your activity.