Everything a CRM does, and everything it doesn't
Pipeline management, customer records, email tracking, and full project visibility. Purpose-built for clean tech installers who need more than a generic CRM.
Dashboard
January 2024If you're searching for a CRM, you already know your spreadsheets aren't cutting it. But most CRMs weren't built for installation businesses. You end up bolting on field service tools, compliance systems, and quoting software until nothing talks to anything else.
Payaca gives you everything you'd expect from a CRM (pipeline management, customer records, email tracking, activity timelines, tags, custom fields, automations, tasks, and reporting) plus everything a generic CRM can't do: interactive proposals with design tool imports, map-based scheduling, compliance documentation, a field service mobile app, and integrated invoicing.
And with AI Agent Dave built in, you can search across all your data and take action through simple conversation. No filters to configure, no reports to build. Just ask.
One platform. No duct tape.
What's included
Everything you need to everything a crm does, and everything it doesn't.
Pipeline Management
Visual pipeline stages from first enquiry to completed installation. See values at each stage, set automations per stage, and track conversion rates across your team.
Email Inbox
Track every customer email against the right project. Forward inbound emails or BCC outbound ones. Your whole team sees the full conversation history in the project timeline.
Customer Records
Complete customer profiles with tags, custom fields, financial totals, project history, and communication logs. Add notes with @mentions to keep your team aligned.
AI Agent Dave
Ask Dave to find customers, check pipeline status, pull up overdue invoices, or update project details. Natural language search and actions across all your data.
“The pipelines are really good. You can keep track of things and know where they're at.”
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 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: quoting with design tool imports, scheduling with map-based views, compliance documentation, field service via a mobile app, invoicing, and customer portals. One platform instead of a CRM plus five other tools.
- Can I automate follow-ups and reminders?
- Yes. Payaca has 70+ automation triggers across projects, proposals, invoices, and events. Automate email and SMS follow-ups, move projects between pipeline stages, create tasks, and apply tags based on any event in the system.
- What is AI Agent Dave?
- Dave is an AI assistant built into Payaca. Ask questions in plain English like "show me overdue invoices" or "what jobs does Sarah have tomorrow" and Dave searches your data and takes action. It works within your existing permissions so your data stays secure.
Ready to streamline your clean tech operations?
Join 500+ installers who've transformed their business with Payaca. We'll handle your workflow mapping, process optimisation, and data migration.