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CRM for Installers

CRM for installers software interface displayed on open laptop and mobile smartphone screen
CRM for installers software interface displayed on open laptop and mobile smartphone screen

The LAMTANS CRM and ERP is a CRM for installers, from the first enquiry to the signed-off job and the paid invoice. It holds leads with consent records, surveys, projects, heat pump and solar designs, invoices and renewals. It was built inside LAMTANS Engineering, a working installer, and is used every day.

Talk to Us About the CRM

CRM for installers software interface displayed on open laptop and mobile smartphone screen
Built by
A working installer
Your data
Your own private database
Status
Core features available now
Price
Ask for a quote
01

A CRM for installers built by installers

Retrofit and renewables installers juggle leads, surveys, designs, paperwork and renewals in separate tools. This system keeps them in one place. Each installer gets a private database, so your data never sits next to anyone else's. The menu uses installer words: Win work, Deliver, Money and Business.

Available now

Leads with a consent record and a green, amber or red consent badge.

Projects, surveys, appointments and photos in one record.

Heat pump design to MIS 3005-D, with checks and flagged problems.

MCS customer documents for heat pumps.

Solar PV design to MCS 032 with yield estimate, layout and inverter selection.

Invoices and a finance dashboard.

A renewals register for certificates, insurance and vehicles.

Staff clock-in, holiday requests and pay run preparation.

Several companies in one system, each with its own logo and settings.

Available now in beta

Your own private ERP with your logo and colours, and the Installer Platform, a lead marketplace with a prepaid wallet where each lead is offered to one installer at a time. Satellite roof data for solar is in pilot.

In development and planned

A solar sales proposal with prices and savings, and thermal bridging and heat-loss reports, are in development. A login code for every user and texts, calls and WhatsApp are also in development. A staff inbox with an AI assistant, card top-ups and self-service sign-up are planned.

Who it is for

It suits heat pump, solar, battery and insulation installers, and contractors who run surveys and jobs across several sites. Agencies and lead buyers can use the Installer Platform without the full system. See our custom software development for tailored systems.

Status and pricing

Prices are not decided and are not published. Ask for a quote through our free proposal form. See every business software product and our demo videos.

Our Customer Feedback

"Custom Software Development"

Every business has unique operational needs, and custom software can provide functionality designed around those requirements. LAMTANS Technology offers software development services for tailored business solutions.

Sarah Jenkins

Sarah Jenkins

Product Director, HealthPulse Tech

★★★★☆

"SEO Services"

SEO is an important part of growing a business's online visibility. LAMTANS Technology offers SEO services covering areas such as technical optimisation, website content and search engine performance.

Alexandre Tremblay

Alexandre Tremblay

Head of Infrastructure, Nexus Logistics

★★★★★

"Branding, Logo Design and AI Chatbots"

A consistent brand identity and useful digital tools can help businesses present themselves professionally. LAMTANS Technology offers services including branding, logo design and AI chatbot development to address different digital business needs.

Elena Rostova

Elena Rostova

VP of Growth, FinEdge Global

★★★★★

"Mobile App Development"

Mobile applications can help businesses connect with customers and deliver services more conveniently. LAMTANS Technology offers mobile app development for businesses looking for digital solutions suited to their goals.

Marcus Vance

Marcus Vance

CTO, OmniData Systems

★★★★★

"PPC Advertising"

Paid advertising requires thoughtful campaign planning, relevant keywords and effective landing pages. LAMTANS Technology offers PPC advertising services to help businesses approach online advertising with defined marketing objectives.

Sophia Lin

Sophia Lin

Chief Innovation Officer, SmartRetail AI

★★★★★

Frequently asked questions

Do I need to be technical?

No. The screens use installer words, not software jargon.

Does it replace the MCS Heat Load Calculator?

No. The MCS calculator stays the number of record. The system produces the design and documents and cross-checks the figures.

Can I bring my own leads?

Yes. Leads from your website, lead providers or phone calls go into the same CRM, each with its consent record.

Who owns my data?

You do. We process it for you under a data processing agreement. [SOLICITOR CHECK]

Can I just buy leads?

Yes. A leads-only account on the Installer Platform lets you buy leads without the full system.

Designed & developed by LAMTANS Technologies LLC, USA — part of the LAMTANS Group