A custom CRM that carries every renewable energy project from first lead to installation, handover and commission.
Mobis CRM
01 / Overview
One system for the full job lifecycle
MOBIS needed one place to carry every renewable energy project from the first phone call through sales, grants and installation to handover and service.
The CRM keeps each stage attached to one job record instead of files spread across individual computers.
02 / Challenge
Sales operations had outgrown spreadsheets
Leads, appointments and job status lived in separate spreadsheet copies owned by individual sales representatives.
Nobody could reliably identify the latest version, and project information was retyped several times before reaching the technician.
03 / Approach
Move the record, not the data
The job record moves from lead through survey, quotation, contract, grant, installation and handover without retyping the same information. Opportunities are assigned by region, appointments synchronise with Google Calendar and signed DocuSign contracts return to the correct record. Installation teams receive the dates, materials and documentation they need in the same system.
04 / Results
In daily use and still growing
The same record now continues from first contact through warranty service, while commission calculations use data the CRM already holds.
50+
Modules in one system
Sales, contracts, installations, grants, commissions and service share one CRM.
07
Job stages in one record
Seven job stages stay connected instead of being repeatedly retyped.
Since 2023
In daily operation
The CRM has supported daily operations since 2023 and continues to grow with the company.
