Proximus CRM

Solar & Energy Solutions

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Pipeline overview
Click any stage to view leads
Leads by source
Where leads come from
Stage distribution
Leads per pipeline stage
Interest breakdown
What customers want
Leads by company
Heatzen · Proximus · BLC
Recent activity

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Total leads
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Active
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Total quoted
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Hot leads
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Installed
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Conv. rate
0 selected
Ref Customer Contact Address Interest Stage Source Company Surveyor Survey date Follow-up Assigned Added Score

Leads over time

New leads per month — last 6 months

Leads by source

Where your leads come from

Stage distribution

Leads per pipeline stage

Interest breakdown

What customers want

Priority breakdown

Lead quality spread

Cancellation reasons

Why leads didn't convert
My Assigned Surveys
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Import leads from CSV / Excel

Export your Excel sheet as CSV then upload it here. Columns auto-detected from headers.

Click to select CSV file

or drag and drop your file here

Column name guide
Your CSV columnMaps to
Customer Names / customer_nameName
Post Code / postcodePostcode
Contact / Telephone / PhoneContact number
Address Line 1 / AddressAddress
Interested In / interestInterest
StageStage
Interest Level / PriorityPriority
Last Chased / last_chasedLast chased date
CommentsComments
Team members
Team memberRoleTotal leadsActiveCompletedJoined
Set monthly target
QUOTE ID Q--???? Draft Pricebook: Loading…
Customer Information
System Requirements
Example: 6, 8, 10, 12, 16 panels
Your choice — from the live pricebook.
Both plans use the same products at the same price — the only difference is Proximus Care on plan 2.
Pro Plus membership: first 12 months FREE, then this monthly fee.
Live Proposals
Based on your selected requirements
Fill in customer details and click
Generate Quotes to create the two plan proposals.
Saved Quotes
Quote ID Customer Postcode Packages Status Created by Date Actions
Job Pricing
Internal cost sheets per job — material auto-synced from the proposal, you set the margin, AM approves the sell price.
To price a new job: open the lead → £ Pricing. Sheets you create appear in the list below.
JobCustomerRaw CostMarginSell PriceProfitStatusApproved byUpdated
Recycle Bin
Deleted leads are kept here for 30 days with all their notes and history, then permanently removed.
RefCustomerContactStageDeleted byDeletedAuto-removal
Proximus Care
Aftercare memberships — monitoring, maintenance schedule and subscription per customer.
CustomerMembershipMonthly feeNext paymentPaymentMonitoringNext serviceAssigned
Reviews
Send Trustpilot review requests and track customer responses.

Quick Send

Send a review invite to your customer in seconds.
Email is sent from support@proximussolutions.co.uk with the Trustpilot invitation BCC. WhatsApp includes your Trustpilot review link.

Simple Review Flow

Track how review invites move from job completion to review.
Recent Review Invites
CustomerChannelInvite SentSent ByStatusActions
Completed Jobs — review request status
CustomerContactPostcodeReview RequestReview Status
Email & WhatsApp Templates
Create and manage reusable message templates with dynamic variables
Available variables: {{customer_name}}{{agent_name}}{{quote_id}}{{quote_amount}}{{survey_date}}{{survey_time}}{{address}}{{postcode}}{{phone}}{{installation_date}}{{review_link}}{{quote_link}}
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Revenue vs Cost

Quoted vs total cost per lead

Profit by stage

Where profit is being generated

Installation status

Progress through installation pipeline

Lead source ROI

Leads by platform this month
Finance ledger — all leads with quote/cost data
CustomerStageQuotePaidProduct costLabourOtherTotal costGross profitMargin %

Lead volume by source

Where your leads are coming from

Platform breakdown

Leads by ad platform

Stage conversion

Lead → Quote → Installed
Campaign performance
CampaignPlatformLeadsQuotedInstalledConv. rateHot leads
Integrations & Lead Sources
Connect your lead sources to receive leads in real time

Your CRM Webhook URL

Use this URL to send leads from any platform directly into your CRM. Copy it and paste it into your lead form, Zapier, Make, or ad platform.

POST body format:
{ "customer_name": "John Smith", "contact": "07900000000", "customer_email": "john@email.com", "postcode": "M1 1AA", "interest": "Solar+Battery", "lead_source": "Facebook", "campaign_name": "Summer Solar" }

RingCentral Click-to-Dial

Click any phone number to dial through your RingCentral desktop app. The default opens the RingCentral app directly (bypassing the Windows "Phone Link" prompt). Numbers are auto-formatted to UK (+44). First time, your browser may ask to allow "RingCentral" to open — tick "Always allow" so it won't ask again.

f
Facebook / Instagram Leads
Meta Lead Ads

Connect Facebook Lead Ads using Zapier or Make.com to push leads directly into your CRM in real time.

Steps:
1. Go to Zapier → Create Zap
2. Trigger: Facebook Lead Ads → New Lead
3. Action: Webhooks → POST → paste webhook URL above
4. Map fields: name, phone, email, postcode
G
Google Ads Lead Forms
Google Lead Form Extensions

Use Google Ads Lead Form webhook or connect via Zapier to capture leads from Google search and display ads.

Steps:
1. Google Ads → Lead Form → Delivery Webhook
2. Paste the webhook URL above
3. Or use Zapier: Google Lead Form Extension trigger
4. Action: POST to webhook URL
TikTok Lead Generation
TikTok Ads Lead Forms

Capture TikTok lead form submissions via Zapier and send them to your CRM webhook.

Steps:
1. Zapier → TikTok Lead Generation → New Lead
2. Action: Webhooks → POST → your webhook URL
3. Map: full_name, phone_number, email, lead_source="TikTok"
W
Website / Landing Page Forms
Contact forms, Gravity Forms, WPForms

Add a webhook action to your WordPress form plugin to POST lead data directly to your CRM.

Gravity Forms / WPForms:
1. Form Settings → Notifications → Webhook
2. URL: paste your webhook URL
3. Map form fields to CRM fields
4. Set lead_source: "Website"
Bulk import from Excel/CSV
Already have leads in a spreadsheet? Import them all at once.
Pipeline Stage Manager
Drag to reorder · Click name to edit · Add your own stages
Changes take effect immediately across the whole CRM — pipeline, dropdowns, and filters will all update.
Add new stage
— stages
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Survey
Installation
Follow-up
Custom
Select a day
Click a day
Next 7 days
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My Profile

Update your display name or change your password. These are the only account settings you can edit here.

Profile & preferences

Two-factor authentication (2FA)

Protect your account with a 6-digit code from Google Authenticator (Authy and Microsoft Authenticator work too). Even if someone learns your password, they cannot get into the CRM without your phone.

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Lost or replaced your phone? An admin can clear your 2FA in Supabase → Authentication → Users → your user → remove the MFA factor. You will be asked to set it up again at your next sign-in.

Email settings

The CRM now sends and receives email through your Outlook / Microsoft 365 mailbox via the official Microsoft Graph API. Every email button in the CRM sends from this mailbox, and customer replies appear automatically on the lead's Email tab.

Connected mailbox: From: support@proximussolutions.co.uk ·  Provider: Microsoft 365 (Graph API)
Upload your logo to your hosting and paste the full URL here. Shown in PDF and email quotes.

Product images

These images appear in PDF proposals and email previews. Upload to your hosting and paste URLs. Recommended: 320×240px JPG.