PLANNED PARTNER PORTAL
Less coordination.
More collaboration.
Projects, customers and your company profile — in one place.
PLANNED PORTALA group that connects.
A group that connects.
A portal that makes it easier.
We are shaping the tools around how partners work. These are concepts for the next stage, open to feedback from pilot participants.
Find the right project
Location · specialism · scope · timing
Heat pump installationRegional project · installation
NewPV system maintenanceCommercial site · service
RecurringAir conditioning installationMulti-site project · subcontract
PartnerKeep the relationship going
Customer → installation → service → next visit
Installation historyScope, location and service records
HistoryNext service visitSchedule matched to the installation
PlanningYour existing CRMGrupa Klimat
Planned direction: a shared customer record or integration with the system you already use. Integration scope to be agreed with partners.
Your business, visible
A profile that helps partners find a match.
FI
Sample installation companyOperating area and specialisms
Scope of work, team capabilities, qualifications and cooperation interests. Profile visibility and contact rules to be agreed.
Sample content. Planned capabilities — the portal is not live.
LET’S BUILD THE PILOT