Customer and lead management
Complete customer records, secondary sites and job sites, origin of deals and referrers, a dedicated sales rep per project for clear tracking of every opportunity.
CRM project / Construction & energy renovation
CRM Lumeco – A CRM built by installers, for installers
Developed within a company active in solar power, heat pumps and energy renovation, this business CRM covers the entire commercial and operational lifecycle of a project : from the incoming lead through to final payment, including government grants.
- End-to-end management of leads, customers and job sites
- Real-time margin calculation on quotes and milestone invoicing
- Automatic bank reconciliation and tracking of government grants
- Two native, built-in AI assistants
CRM Lumeco
Internal tool — screenshot not publicly available
Project context
Construction and energy renovation companies (solar, heat pumps, air conditioning, roofing, façades) typically juggle several disparate tools : a spreadsheet for quotes, generic invoicing software, messaging apps for site follow-up, separate files for government grants. This siloed setup causes double data entry, errors and a loss of visibility into the real profitability of each project.
CRM Lumeco is not a generic CRM adapted to construction : it's the opposite, a tool designed from the field up, to track a project from A to Z without switching applications, from the first contact through to final payment.
Functional objectives
- Centralise leads, customers, sites and documents in a single tool
- Quote quickly with reliable, real-time margin calculation
- Precisely track payments, deposits and government grants
- Manage installation teams and human resources
- Reduce administrative time through AI rather than Excel exports
Key features of CRM Lumeco
Quotes and product catalogue
Catalogue with purchase/sale prices and automatic margin calculation, product lines and free-text lines, attached photos, automatic numbering, signed/sent status tracking and deposit management as a percentage.
Invoicing and payments
Invoices generated from quotes, multiple deposits, paid/partial/ unpaid statuses, distinction between customer payment and payment via a grant or subsidy (specific to Luxembourg/Klimabonus) and automated reminders.
Bank reconciliation
Import of CODA bank statements and automatic reconciliation with customers and the corresponding invoices, plus management of credit notes and sales commissions (employees, freelancers, referrers).
Site scheduling and HR
Site milestones, installation teams and history on one side ; a full HR module on the other : employees, absences, documents, equipment, reviews, training and timesheets, with a calendar and internal notifications.
Built-in AI and open API
A pre-sales AI helper for sales teams (vector document search over the catalogue, quoting assistance) and an Assistant able to query the database in natural language. The CRM can also be connected to external tools (including Claude) with secure read access via API/MCP.
Results and benefits
By covering the entire project lifecycle within a single tool, CRM Lumeco eliminates double entry between quoting, invoicing and site tracking, and gives management a complete view from lead to the last euro collected.
- A single tool for sales, site work, invoicing and HR
- AI-assisted quoting in a matter of seconds for sales teams
- Direct querying of company data in natural language
- Reliable tracking of government grants, often a source of manual errors
AI at the heart of the tool
What sets CRM Lumeco apart is its native artificial intelligence : sales teams query the product catalogue and technical documentation in natural language and get quoting suggestions within seconds, while management can query the company's data directly without going through Excel exports.
The architecture, designed from a real use case in the energy renovation sector, is reusable for other construction trades facing the same challenges around project tracking and grants.
Technologies and skills involved
Need a tailor-made business CRM ?
Whether you're a solar installer, an energy renovation company or another construction player with specific processes, OZ-Technology can design a tool built for your field, not for a generic use case.