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Enable more efficient processes for your sales team with ability to; 

Track all leads and ensure sales follow ups

Manage all projects to payment – real time

Upsell and cross sell renewables – PV, EV, Heat Pumps, Batteries, LED 

Generate real-time sales dashboards and activity tracking 

Access all customer data from one place 


Store customer documents, sales proposals and contracts 

Mobile access to sales information 

Manage residential opportunities 

Manage commercial multi-site multi project opportunities 

View sales activity calendar

Email from Helios

Personalise with company logo on emails, sales documents 

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