Generic CRMs stop at "won". Install work carries on through survey, DNO approval, grant windows, scaffold and commissioning — and every one of those can lose you the job. This one tracks the whole thing.
This tool is in build. Leave your details and we will enable it on your existing easy-group account the moment it ships — no second signup.
Not at the quote. They die in the ninety days afterwards, when a voucher expires or a DNO application sits unanswered and nobody is watching the clock.
Web forms, calls, canvassing and referrals land in one place, scored and routed, with the source kept so you can see what actually pays.
Survey booked, survey delivered, DNO submitted, DNO approved, scaffold, install, commissioned. The stages match the work instead of a generic funnel.
Grant windows, DNO response times and certificate deadlines are tracked per deal and surfaced before they bite.
A board built around survey, DNO, grant and commissioning, not a generic sales funnel with the words swapped.
BUS voucher windows, ECO4 evidence and MCS certificate deadlines tracked per deal, flagged before they expire rather than after.
G98 notifications and G99 approvals as first-class stages, with resubmissions and rejections visible instead of buried in email.
Cost per lead by channel, then cost per <em>install</em>, so you can see which channels bring work that actually completes.
Roofs from easy-proposal and costed material lists from easy-material appear against the deal automatically.
A won deal carries its survey, design, material list and customer record into delivery without anyone retyping them.
Each tool is bought and billed on its own. Run one of them, or run all three on a single login.
It is in build. Leave your details and we will switch it on for you the day it ships. Existing easy-group account holders get it in their portal with no second signup.
A general CRM treats "won" as the finish line. For an installer the ninety days after "won" are where the margin is lost: a BUS voucher expiring inside its window, a G99 application sitting unanswered, an ECO4 evidence pack missing a document. Those are stages and clocks here, not custom fields you have to invent.
No. Run it alongside on a subset of deals. Each tool in the group is independent — separate server, separate billing, separate recovery — so you can trial one without committing the business to any of it.
Yes. It gets more useful when roofs and material lists flow in from the other two, but it stands on its own.
Each runs on its own server and can be bought separately. Share an account and your data flows between them: a roof drawn in proposal becomes a material list here, and lands back in your CRM.