Energy Renovation CRM
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Energy Renovation CRM

The CRM expert for energy renovation

Telemarketing, CEE (French energy savings certificates) and MaPrimeRénov’ (France’s home renovation grant) case management, geolocated appointments: run your entire sales chain in a single tool, built and maintained by our own teams since 2008.

2008
Founded in
18 years
of CRM expertise
100+
modules available
360°
unified customer view
Why choose us

A CRM designed for energy renovation

A CRM paired with full sales management gives you a cross-functional view of your entire business: prospecting, quotes, funding applications and job site tracking, all in one environment.

Our signature approach

A proactive mindset and genuine attention to your project, from design to delivery and long after go-live.

We keep you informed of new opportunities so your tools keep evolving and stay in step with your industry.

  • Partners who listen and stay attentive to your expectations.
  • Every request handled with the same demanding standard of quality.
  • A commitment to give our very best for your customers.

From prospecting to the finished job site

Organise and plan your prospecting, analyse and monitor performance, measure your targets: essential levers to move your business forward.

Issue quotes, invoice, track payments and manage funding applications: the whole sales chain, with no gaps.

  • Optimised sales strategy and telemarketing.
  • Built-in quotes, invoices and payment tracking.
  • Process automation and document management.
Features

Your entire business, in one tool

From lead management to installation, including CEE application files and on-site appointment booking.

Sales management & telemarketing

A single, always-current customer database for a true 360° view and a sharper sales force.

  • Multi-level, multi-team & multi-agency access
  • Lead injection via import wizard or API
  • Multi-level qualification & timestamped comments
  • Built-in reminders & internal hashtag messaging
  • Customisable views, filters & CSV / Excel export

CEE application management

From fuel-poverty calculations to town-hall sync: build your funding files (MaPrimeRénov’, CEE) without missing a thing.

  • Fuel-poverty calculation, income thresholds & Cumac values
  • Delegated bodies, bonus deals & MaPrimeRénov’ grants
  • Works: external insulation, heating & DHW, ventilation, whole-home retrofits
  • Quotes, invoices, contribution framework, MPR mandate
  • Electronic signature & document upload

Geolocated appointment booking

Plan and optimise the routes of your field sales reps and installers.

  • Warehouse management & route starting points
  • Scheduling by appointment type: pre-visit, installation, after-sales
  • Address auto-complete, GPS & land registry plot
  • Map display, street view & nearby customers
  • Assignment alerts by WhatsApp, SMS & Google Calendar

Optional modules

Extend your CRM as you grow, without ever switching tools.

  • Aircall and Kavkom integration & Tawk.to chat
  • Space-time mapping & optimised routes
  • Multi-level mailbox & data dictionary
  • Data API synchronisation & inbound / outbound flows
  • Plus more than 100 additional modules
Accounting module — 2026-compliant invoicing

Your accounting centralised, right inside the CRM

Create quotes, invoices and credit notes straight from the customer record. Every document syncs with Pennylane and stays compliant with the French e-invoicing reform — no extra tool, no double entry.

  • Quotes, invoices and credit notes issued from the customer record, without leaving the CRM.
  • Real-time Pennylane sync: every document carries its own ID and tracked status (draft, due soon, paid).
  • Centralised dashboard: status, type, amount, document number and downloadable PDF, with filters.
  • PDFs compliant with the legal format, and credit notes attached to the customer file.

⚠️ A PDF sent by e-mail will no longer be enough

From 1 September 2026, invoices must be issued in a structured format through an approved platform. The module handles it for you.

  • 1 Sept. 2026 — every company must be able to receive electronic invoices.
  • 1 Sept. 2027 — the obligation to issue them extends to all small businesses, SMEs and sole traders.
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Our philosophy

Four values that guide every partnership

For 18 years, our agency has worked around four values. They are the foundation of our relationship with you.

Understanding

Understanding your business, your context and the personality of your company to grasp what is really at stake.

High standards

On the relevance of our strategies and the quality of their execution, we make no compromises.

Profitability

Our goal is always to grow your business further and increase your revenue.

Enjoyment

The best ideas thrive in a human environment built on genuinely good working relationships.

Get in touch

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