Digital customer and quote management
Enquiries, quotes and installations in one tool – less coordination, more clarity. Including calendar, emails, tasks and files. Optimised for your processes.
Unified inbox
Quote for 9.8 kWp PV system
Thanks for the quote. Could we add a battery to the offer?
Sending a photo of the meter cabinet.
We’ll add a 10 kWh battery and send the updated quote today.
Calendar
Schedule appointments, installations and team capacities. Sync with Microsoft and Google Workspace.
Emails
Keep track of every customer's email history. Directly in the project, not scattered across inboxes.
Tasks & Checklists
Create individual checklists and tasks with templates. Track progress on every project.
Custom Processes
Create boards with custom statuses and tags. Map your processes from lead to installation.
Teams & User Roles
Map team and sales structures. Assign individual user permissions and external access.
Files & Notes
Manage all files, images and notes centrally per project. Create reports and documentation with just a few clicks.
One inbox for email and WhatsApp
Customer email and WhatsApp arrive on the same project, so a reply does not depend on who happens to have the thread. Answer on either channel from the same conversation.
Integrations for Microsoft and Google Workspace
Every customer's history stays on the project
Unified inbox
Quote for 9.8 kWp PV system
Thanks for the quote. Could we add a battery to the offer?
Sending a photo of the meter cabinet.
We’ll add a 10 kWh battery and send the updated quote today.
Team calendars for appointments and installations
Plan which engineer is with which customer, and when each installation runs. Calendars sync with Microsoft and Google Workspace, so the team sees one schedule wherever they work.
Schedule appointments, installations and team capacity
Syncs with Microsoft and Google Workspace
Notes, Tasks, Checklists and File Requests
Manage all files and images for your planning on one platform. Create project reports and documentation with just a few clicks.
Notes and images
Tasks with templates and checklists
File requests for uncomplicated coordination with your customers
James Carter
Calendar
Wednesday, June 24, 2026
Thursday, June 25, 2026
Checklist
Manage Assignments
Alice Harper · a.harper@outlook.com
14 Chantry Road, Moseley, B13 8DJ
Dev Raichura · dev.raichura@gmail.com
8 Lordswood Road, Harborne, B17 9QS
Rachel Fitzgerald · r.fitzgerald@gmail.com
3 Sir Harrys Road, Edgbaston, B15 2UY
Marcus Bello · m.bello@icloud.com
52 Bristol Road, Selly Oak, B29 6BD
Nadia Qureshi · n.qureshi@gmail.com
6 Blossomfield Road, Solihull, B91 1NB
Gareth Pryce · g.pryce@btinternet.com
19 Jockey Road, Sutton Coldfield, B73 5PN
Individual Processes
Smooth processes. From lead to installation. Keep track of all your leads, quotes and installations. All information about your customers and planned quotes in one place.
Multiple boards for different processes
Also on the go with phone or tablet
Managing assignments
Teams and User Management
Do you have multiple teams, external partners or different clients? No problem, because with our user roles, your users only have access to the projects they should see.
Task and installation planning
External user roles for restricted access
Assign individual user permissions
See how your residential sales pipeline performs
See won deals, offer conversion and sales timelines in your CRM. Six KPIs and nine charts turn your residential requests into a dashboard you can use for your weekly or monthly review.
Total Closed Won Volume?
£1,284,500
Total Number of Closed Won?
63
Conversion Rate?
34.2 %
Average Time to Signature?
96 hrs
Total Deal Volume?
£3,760,000
Total Closed Won Volume?
£1,284,500
Measure each stage of the sale
Track won deal value and count, time to offer and signature, request-to-offer rate and offer-to-win conversion. See the sales funnel and pipeline value by deal state.
Focus on a team, source or period
Filter by assigned users, teams, lead sources and tags. Compare the selected period with the previous period, the same period last year or a custom date range.
Open the deals behind your wins
Open the won-deal value or count to see the underlying won deals, then open an offer to review its details.
Keep your review ready to reopen
Save your filters and comparison as a named view. Share the view link with another admin who has dashboard access, so they can open the same settings within their permissions.
Ask your sales data a question
The AI Sales Assistant reads the same KPI and chart data as your dashboard. Ask about a period, user or team to get an answer from that sales data.
Won deal value?
Stay informed as projects move
Reonic notifies your team as tasks move, enquiries arrive, customers sign and files come in. Each user picks what reaches them, and when.
Notifications for your team
Enquiries from your Energy House form and signed offers reach the right account manager. Customer-portal uploads notify the team.
A daily task digest at your chosen time
Choose when your overview of open and overdue tasks arrives. Limit it to overdue only if that is the focus.
Get the project context before your next call
Generate a short project summary with one recommended next action, drawn from status, offers, tasks and recent notes.
Book a demo. Get to know all products and features.
In a personal product presentation, we'll show you all products and features. Free of charge, no obligation and tailored to your business and needs.
Yes. Admins can save a filter and comparison combination as a named view, then apply it again in one click. A view link lets another admin with dashboard access open the same settings, while their access permissions still apply.
Yes. Connect Microsoft 365 or Google Workspace to see recent correspondence with the customer on the project. Open a message in Outlook or Gmail to read it in full or reply.
Yes, you can assign external user roles with restricted access. Partners only see the projects they should see.
Yes, Reonic is fully responsive and can be used on the go with your phone or tablet.
You can create multiple boards with custom statuses, tags and checklists. Map your own workflows from lead to installation.