Quotation, CRM & order systems
From the first email to the completed project.
Turn manual quotation forms and scattered files into a shared system. Keep the enquiry, prices, documents and order progress together as the job moves forward.
- The problem
- Quotes sit in Excel or PDFs, while emails, customer details and order updates live elsewhere.
- The solution
- Connect your quote forms, customer records and emails to a clear pipeline that follows each job through to completion.
Solara Installations
CRM & orders overview
David Miller
Miller Properties- david@miller-properties.example
- Account
- C-1057
- Project
- Residential solar installation
- Type
- Homeowner
- Lead Source
- Direct
Notes
Full home solar installation with battery storage. Installation preferred before mid-December.
Sales pipeline
Recent activity
- 10 NovQuote sent
Itemised quotation shared with the customer.
- 9 NovSite survey completed
Roof assessment and system sizing recorded.
- 8 NovEnquiry created
Project brief added to the shared pipeline.
Quotation summary
- Quotation no.
- QU-1057
- Date
- 10 Nov 2026
- Valid until
- 24 Nov 2026
- Subtotal ex. VAT
- £12,466.67
- VAT (20%)
- £2,493.33
- Total inc. VAT
- £14,960.00
Order details (3 items)
| Product | Specification | Qty | Unit price | Total |
|---|---|---|---|---|
 Solar panels | 430 W monocrystalline · black frame | 12 | £325.00 | £3,900.00 |
 Battery storage | 10 kWh · wall-mounted | 1 | £5,250.00 | £5,250.00 |
 Hybrid inverter | 5 kW · Wi-Fi monitoring | 1 | £3,316.67 | £3,316.67 |
Interactive example · fictional customer records
What this can include
Built around the way you work.
- Smart quote forms & shared customer records
- Email and document links for each enquiry
- A clear sales pipeline and follow-up list
- Quote revisions and approval records
- Deposit, production & delivery stages
- Order details carried through without retyping
How the work is arranged
A clear scope.
An agreed cost.
We can build a focused quoting tool, connect your existing CRM, or develop a larger order system in stages. Important approvals and business rules are agreed before the system goes live.
Consultancy, projects & ongoing supportStart with a conversation
What would help your
business move forward?
An idea, a problem or a bigger plan. Tell me what you have in mind.