Sales and Marketing

Utilities are not the only buyers of energy nowadays

P2P and B2B models are gaining more and more ground.

Identifying these customers at the right time is paramount. Business development, marketing campaigns and activities, building relationships and selling are power draining procedures on their own, let alone having to remember all your leads and open opportunities and what you discussed with them during your last call. Within ACTIS ERP software you can perform all your Sales and Marketing activities with the power of MS Dynamics 365. Forget the headache of integrating with other third-party tools and concentrate on what is important for growing your business. Never miss a task and keep track of all your communications from within your MS Outlook.

Accounts & Contact Management

As your portfolio grows, so does the number of associated accounts and contacts. Never miss a contact again – In ACTIS ERP software you can easily link various accounts and contacts to individual assets, SPVs or to the entire portfolio for ease of access and for keeping track of all associated communication.


Associate your leads with accounts and contacts. Track all communication with your leads – turn leads into opportunities and quotes.


Turn your leads to opportunities. Rate your opportunities based on probability of materializing and base your budgets and your forecasts on this rating.


Turn your opportunities easily into quotes. Send quotes through ACTIS ERP software, revise, close as lost, close as won.


All your sales literature is readily available to be attached in any of your communications with your leads.



Create meaningful and structured campaigns through ACTIS ERP software based on your accounts, contacts, leads. Monitor and evaluate your campaigns.

The functionalities of ACTIS ERP Software

Technical / Operational / Financial Reporting

Create meaningful reports with data across all ACTIS ERP modules

Service Management

Keep your crew dispatching and reporting under control

Real-time Monitoring

State-of-the-art monitoring and alerting capabilities

Technical Asset Management

Manage risk and increase performance of your assets

Financial Asset Management

Predict and compare actual financial data with your budget

PPA Billing

Automate your PPA billing and keep all data at your fingertips

Cost Management

Keep all your costs accurately tracked and billed accordingly

Project Management

Develop and significantly improve your assets’ performance and revenues

Sales and Marketing

Manage seamlessly your relationships with clients, marketing campaigns and related costs

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ACTIS - Renewable Enterprise Resources Planning Platform

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