The site visit
You walked the building or the lot. The notes are in a phone. The next proposal has no owner.
Industries · Energy
A CRM for energy companies
after the site visit.
Commercial energy sales are a visit, a proposal, then weeks of quiet. A CRM for energy companies keeps that follow-up on the deal. This is for teams selling solar, storage, efficiency, charging, or energy software to other businesses.
14 days free. No credit card is required to begin.
Who it is for
Energy sellers
with a long gap after the proposal.
Use it when the sale is a site, a number, and a person who has to call back. TotalDeal is not a utility system, a trading desk, or a tool for running a plant.
The proposal
The number went out. Energy sales follow-up is the call a week later, and it is easy to miss.
Weeks of quiet
Permits, finance, and a buyer who went silent. The deal still needs a stage and a next step.
Commercial energy pipeline
Visit, proposal,
then the next call.
Commercial solar, batteries and storage, efficiency projects, EV charging for sites, and energy software all share the same gap: the follow-up after the proposal.
Ask
Say the next step in plain English.
- “Which energy proposals have no follow-up?”
- “Add a site visit with Luis Ortega on Thursday.”
- “Move the Harbor solar deal to proposal.”
Ask finds the record and does the work. You review it before anything is sent.
Follow-up
The call after the number.
Call, email, or meet. It sits on the deal so a commercial energy lead does not wait in a folder.
Pipeline
Open sites you can see.
Stage, owner, next step. That is the energy sales pipeline from first visit to yes.
After the yes
The project stays with them.
When they buy, the work can stay on the same people instead of moving to another list.
Switching
Send the file.
We load it.
Send the sheet of sites and open proposals. During the trial we load your people, companies, and deals, then train the people who will use it. Both are free.
You can also work from ChatGPT if you already use it. A ChatGPT account is optional. Email or Google sign-in is enough.
Open proposals
Four energy deals. One list.
- Luis Ortega
- Harbor roof · site visit · call today
- Dana Brooks
- North yard · proposal · follow up Thursday
- Sam Ortiz
- Redwood storage · finance review · email Friday
- Alicia Nguyen
- Lakeside charging · won · kickoff next week
Related
Other sales teams with the same problem.
Who is this energy CRM for?
Teams that sell to other businesses: commercial solar, storage, efficiency, EV charging for sites, and energy software. It is sales follow-up, not a system for running a grid, a plant, or a trading book.
What should energy sales follow-up include?
The site, the people, the proposal, and the next call or visit. A long pause still needs a day on the deal.
Can we install it on our own servers?
Yes. Call (603) 897-9999 if the pipeline cannot live in the cloud. We will talk through installing it on your own servers.
How do the leads get in?
Send the file. We load your people, companies, and open deals during the 14-day trial, and we train the team. Both are free.
Try it with your leads
See which proposals
need a call this week.
14 days free. We move the data and train the team.