Energy projects typically involve long sales cycles, high contract values, and multiple teams. Success depends on fast response times, accurate data, and smooth handovers between sales, technical teams, and service.
Pipedrive allows you to manage the entire process clearly from the first inquiry to ongoing maintenance of installed systems.
Dozens of open projects without clear prioritization
Long approval cycles (subsidies, financing, tenders)
Poor handover from sales to project delivery
Limited visibility into installation team capacity
Forgotten service intervals
Forecasting based on assumptions rather than data
A clearly structured sales cycle from inquiry to service
Parallel management of multiple projects
Smooth handover between sales, delivery, and service
Automated reminders and service intervals
Forecasting and reporting based on real data
A single source of truth for the entire team
Separate pipelines for:
Lead acquisition and inquiries
Project preparation
Installation
Service and maintenance
Each stage has clear ownership, deadlines, and control points.
All communication, documentation, budgets, and notes remain attached to the customer record.
The technical team clearly understands:
What was agreed
Contract conditions
Technical requirements
No more searching through emails for missing information.
After installation is completed, you can automatically:
Set service intervals
Create inspection reminders
Notify the responsible technician
Customers do not “disappear” after project completion.
Get clear forecasting for:
Expected installations by month
Installation team capacity
Pipeline value by region
Win rates and deal conversion
Decisions are based on data — not assumptions.
Pipedrive offers over 500 native integrations via its Marketplace. For more advanced scenarios, we design custom integrations using API and automation tools.
ERP systems, accounting, invoicing, marketing platforms, service tools, and internal systems — all can be connected into one integrated ecosystem.
Deliver solar installations, heat pumps, or other energy projects
Operate multiple installation teams
Manage dozens of parallel projects
Need visibility across both sales and project delivery
Want to scale without operational chaos
We are not just an implementation agency. We are a long-term partner that understands sales, automation, and how companies really operate.
A fast-growing German company set up Pipedrive based on their experience with older CRM systems—and it nearly cost them. Dáváme helped them turn things around, quickly reconfiguring the system for greater satisfaction and, most importantly, better scalability for the future.
REAS connected property sellers with top real estate agents through an advanced CRM system and the REAS.cz platform. Read how we helped create a transparent and efficient real estate market.
We can now handle hundreds of solar panel inquiries with just five people. By implementing Pipedrive CRM, we successfully complete three times more projects without unnecessary delays.
No.
We do not sell universal CRM templates.
Each solution is based on real experience within the given industry, but it is always adapted to your specific processes, team structure, and business model.
Yes.
Every project is tailored to the individual company — regardless of industry.
We adjust pipelines, fields, automations, reporting, and integrations so that the CRM reflects how your company actually operates.
That’s common.
Many companies combine multiple business models (e.g., project-based sales + service, SaaS + implementation, etc.).
We always design solutions around processes — not industry labels.
Yes.
We deliver projects globally and regularly work in English.
Book a consultation to get tailored recommendations, insights into your sales processes, and a clear implementation plan — or start a 14-day free Pipedrive trial and try the system at your own pace, with no sales call required.
