Track deals, customers and emails from lead to install

Also in CRM

Every enquiry arrives with an owner

Enquiry forms put new leads in the pipeline you choose, tagged and assigned to whoever follows them up.

Frequently asked questions

Is Payaca a CRM?

Payaca includes full CRM functionality (pipeline management, customer records, email tracking, tags, custom fields, and activity timelines) but goes far beyond a traditional CRM. It also handles quoting, scheduling, field service, compliance, invoicing, and more, all purpose-built for clean tech installers.

Can Payaca replace Salesforce or HubSpot?

Yes. Many installers switch from generic CRMs like Salesforce and HubSpot because those tools weren't built for installation businesses. Payaca gives you the pipeline and contact management you need, plus industry-specific features like design tool imports, compliance automation, and field service management.

How does email tracking work in Payaca?

Payaca gives each user a unique forward address and BCC address. Forward inbound customer emails to log them automatically against the matching project, or BCC outbound emails to track what you've sent. Emails appear in the project timeline for your whole team to see.

Can each team member send proposals and invoices from their own email address?

Yes. When sending a proposal, estimate, invoice or appointment confirmation, users pick which verified address it sends from, including their own login address if it sits on a verified domain. The choice is personal per user and remembered next time, so customers hear from the person they actually dealt with instead of a generic company inbox. If you trade under more than one brand, the account can hold sending addresses on several email domains, each verified on its own.

Can I manage my sales pipeline in Payaca?

Yes. Payaca has visual, customisable pipeline stages that track every project from initial enquiry through to completion. Set automations per stage, see values at each stage, drag and drop to move projects, and get reporting on conversion rates and pipeline health.

What makes Payaca different from a generic CRM?

Generic CRMs handle contacts and deals. Payaca handles the entire installation lifecycle. That means solar design with Glow and design tool imports, quoting, scheduling with map-based views, compliance documentation, field service via a mobile app, invoicing, and customer portals. One system instead of a CRM plus five other tools.

What is the best CRM for solar installers?

The best CRM for solar installers is one built for the installation lifecycle, not just sales. Solar businesses need design tool imports, multi-option proposals, compliance workflows, field service, and payment collection alongside pipeline management. Payaca is a renewable energy CRM that covers all of this in one system, so you do not need to bolt together a generic CRM with separate field service and compliance tools.

Can I automate follow-ups and reminders?

Yes. Payaca has automation triggers across projects, proposals, invoices, events, DNO applications and documents. Automate email and SMS follow-ups, move projects between pipeline stages, create tasks, and apply tags when those triggers fire.

What is Agent Dave?

Agent Dave is the AI built into Payaca. Ask a question in plain English, such as which invoices are unpaid or what jobs Sarah has tomorrow, and he answers from your account data. Ask him to build an automation or edit a template and he says what he is about to do, then does it once you confirm. He works inside your existing permissions.