# Introduction

## Purpose of This Page <a href="#purpose-of-this-page" id="purpose-of-this-page"></a>

The CRM module is at **the center of all operational processes** in solarVis.

It brings together customer data, sales activities, and project execution into a single workflow, enabling teams to manage the full lifecycle of a sales process from the first customer interaction to a proposal process without switching between tools.

This overview explains:

* The role of each CRM component **(Contacts, Leads, Projects)**
* How these components are connected

## What You Can Do Here <a href="#what-you-can-do-here" id="what-you-can-do-here"></a>

With the CRM module, you can:

* Manage all contacts, leads, and projects in one centralized system
* Track sales opportunities from first inquiry to final conversion
* Convert qualified leads into active solar projects
* Keep all notes, activities, and documents linked to the correct records
* Ensure a smooth handover from sales to project execution

## How the CRM Module Is Structured <a href="#how-the-crm-module-is-structured" id="how-the-crm-module-is-structured"></a>

The solarVis CRM consists of **three tightly connected core pages**:

* **Contacts**
* **Leads**
* **Projects**

Each page has a distinct purpose, but they are designed to work together as a **continuous workflow**, not as isolated sections.

This structure ensures data consistency, traceability, and collaboration across teams.

### Contacts Page Overview <a href="#contacts-page-overview" id="contacts-page-overview"></a>

[**The Contacts** **Page**](/crm-and-project-management/contacts.md) represents people or companies you interact with throughout the sales and project lifecycle.

Contacts act as the **central reference point** in the CRM and can be linked to multiple leads and projects over time.

#### **Usage Workflows**

* Store customer and company information created manually or through the solarVis Lead Generator module
* Link contacts to one or more leads and projects

### Leads Page Overview <a href="#leads-page-overview" id="leads-page-overview"></a>

[**The Leads** **Page**](/crm-and-project-management/leads.md) represents potential sales opportunities.

They typically originate from the website through the solarVis Lead Generator module or manual entries.

Leads allow sales teams to capture interest, qualify sales opportunities, and manage early-stage sales activities.

#### **Usage Workflows**

* Capture and organize incoming leads
* Track lead status and ownership
* Log activities, notes, and documents related to the lead
* Convert qualified leads into projects

### Projects Page Overview <a href="#projects-page-overview" id="projects-page-overview"></a>

[**The Projects** **Page**](/crm-and-project-management/projects.md) represents active or planned projects.

A project is usually created after a lead has been qualified or is directly for known or returning customers.

Projects contain all technical, financial, and operational information required to design, price, and deliver a solar system.

#### **Usage Workflows**

* Manage project designs and proposals
* Track project status, progress, and assignees
* Store technical inputs and outputs
* Generate proposals for the project

## How Contacts, Leads, and Projects Work Together <a href="#how-contacts-leads-and-projects-work-together" id="how-contacts-leads-and-projects-work-together"></a>

The CRM workflow in solarVis typically follows this sequence:

1. A **Contact** is created or generated through the solarVis Lead Generator module
2. A **Lead** is opened or came through the solarVis Lead Generator module for a sales opportunity
3. The **Lead** is reviewed, qualified, and converted to a project
4. A **Project** is created and managed from the design phase through to the proposal phase.

This connected flow ensures that:

* Customer information remains consistent
* Sales and project teams share the same data
* No information is lost during handovers
* Every action is traceable to the correct contact and opportunity

***

## Related Pages <a href="#related-articles" id="related-articles"></a>

* [Project Details Page](/project-design/create-a-project/project-details.md)
* [Contacts Page](/crm-and-project-management/contacts.md)
* [Leads Page](/crm-and-project-management/leads.md)
* [Projects Page](/crm-and-project-management/projects.md)

For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.solarvis.co/crm-and-project-management/introduction.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.