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Green Group Canarias

Client case · Solar energy · Canary Islands

From first contact to installation.
All connected.

Custom software for a solar energy company: a platform of its own that connects lead generation, CRM and operations, with AI that prepares the work for the team.

Explore the project See the solution
One platform. The whole business.
Demo · fictional data Demo of the CRM with fictional data.
Quoter
Real screenshot Real screenshot of the public solar quoter.
Demo · fictional data Demo of the WhatsApp agent: a test conversation with fictional data.
Sector
Solar energy
Location
Tenerife, Canary Islands
Scope
Custom software, AI and marketing
Status
Live since 2026, with modules in pilot

The starting point

One business. A journey to connect.

Green Group Canarias installs solar panels, home batteries, heat pumps and EV chargers in the Canary Islands. Every enquiry passed through several hands and several tools before it became an installation.

  1. Many channels, no shared view

    Enquiries came in through the website, phone, WhatsApp and referrals. There was no single place to see each contact with its history.

  2. Proposals and follow-up from memory

    According to the team, rebuilding a proposal with several options took about 20 minutes. Following up leads, visits and payments depended on someone remembering.

  3. Separate tools and broken measurement

    The company used external management software and wanted a system of its own. In August 2026 GA4 had no conversions set up, so nobody knew which enquiry came from which ad.

Read the full story

Green Group Canarias installs solar panels, home batteries, heat pumps and EV chargers for homes and businesses in the Canary Islands, from its base in Tenerife.

Since May 2026 we have been building them a platform of their own that brings the whole customer journey into one place: from the first enquiry to installation, invoice and maintenance. The platform also serves a second business unit of the group.

On top of it run automations that alert the team when something stalls, and two AI assistants, on WhatsApp and on the phone, that handle conversations, log everything and prepare work for a person to review. We also rebuilt the website and the Google advertising, so every enquiry lands in that same platform, measured.

The company used external management software and wanted a system of its own. Enquiries came in through the website, phone, WhatsApp and referrals, and follow-up depended on someone remembering.

What hurt, according to the project documentation: leads not answered in time and proposals sent without follow-up. Call notes taken by hand, or not at all. Maintenance visits and outstanding payments tracked from memory.

It also cost time. According to the team, rebuilding a proposal to offer several options took about 20 minutes. Details such as ID number, address and consumption were typed into several documents, which risks errors in contracts and invoices.

And measurement was broken. In August 2026 the GA4 property had no conversions set up and most traffic was spam. The Google Ads account was paused, with duplicated or inherited conversion actions. Almost no lead carried its campaign source.

The risk: opportunities lost without anyone noticing, and advertising that cannot be judged because nobody knows which enquiry came from which ad.

Process before technology. Before automating anything we mapped the internal processes and ranked them by impact: first what was losing sales opportunities, then what was eating the operations team's time.

AI prepares, a person decides. Automations alert, they do not decide, and they never do anything irreversible. The WhatsApp agent never gives prices: it leaves studies and proposals as drafts, and a technician reviews them before the customer sees a figure.

One system, one record. Website, WhatsApp, phone, quoter and campaigns all write to the same lead record, with history and source. What the AI captures only fills gaps and never overwrites what a salesperson entered.

Real solar data. Studies use PVGIS from the European Commission and mapping from GRAFCAN and the Spanish land registry (Catastro), instead of generic estimates.

A separate knowledge base. The agent answers from documents maintained on their own: company, services, grants, incidents and FAQs. If an answer is wrong, you fix it there and it is fixed in every channel.

Rules and permissions in the system. A lead cannot be marked lost without a reason, not even by the AI. Signed terms are stored at the moment of signing. Each role sees what it needs, and customers and contractors only see their own data.

Safety built in. If the platform does not respond, the website forms keep a local copy of the lead so it is not lost. Backups run daily.

Real screenshot Real photo: Mauricio and Paola from iADam at the Green Group Canarias office.

On site

We work alongside the team, not from a distance.

When we are in Tenerife, we work from the Green Group office. That way we see how the team really works and build the platform around their day, not around assumptions.

The customer journey

How we connected the whole journey.

AI prepares. The team decides.

01 · Contact

Every enquiry comes in through the same door.

The website, the quoter, WhatsApp and the phone all put the contact into the platform with its source. Nobody has to retype details.

Real screenshot Real screenshot of a service landing page per island, where requests come in.
02 · CRM

One record with the full history.

Every lead has a record with conversations, documents and the next step. The AI suggests a summary and the salesperson decides.

Demo · fictional data Simulated lead record: demo with fictional data.
03 · Study

Solar studies with real data.

The technician places the home on the map and the platform calculates production with PVGIS. No generic estimates.

Demo · fictional data Simulated solar study: demo with fictional data.
04 · Proposal

Proposal and signature in one link.

The proposal is a branded PDF and the customer signs it on their phone with a code. A technician always approves the price first.

Demo · fictional data Demo of a proposal on a phone with fictional data.
05 · Installation

From signature to project, with no missed steps.

The project is planned in the calendar with materials, site visits and payment milestones. Technicians see their day in their own portal.

Demo · fictional data Demo of the project calendar with fictional data.
06 · Maintenance

Customers stay looked after.

Maintenance visits are created automatically according to the contract. Faults go into the incident desk with a deadline and updates for the customer.

Demo · fictional data Demo of the incident desk with fictional data.

Four areas. One connected solution.

01 · Attract and measure

From search to first contact.

A new SEO website, Google Ads campaigns and a public quoter bring every enquiry into the platform with its source. So you can see which channel brings in contacts.

  • Website migrated from WordPress, with pages per service and island
  • Google Ads with one main conversion measured in GA4
  • Solar quoter with a map and cadastral reference
See how it works

  • New SEO website Live

    A new site, migrated from WordPress while keeping content and redirects. With address search on the homepage, landing pages per service and island, a blog, FAQs and chat. In August 2026 we rewrote the 7 island pages with real PVGIS production data after finding duplicate content, and all 74 pages are now statically generated with caching.

    Visitor finds the site → Form or proposal by address → Lead in the platform with its source

  • Google Ads and measurement Live

    We rebuilt the account from scratch, with search campaigns in Tenerife for solar panels, grants and tax deductions, heat pumps and EV chargers. There is one main conversion, the form submission measured in GA4 via Google Tag Manager, and every URL carries source tagging. Campaigns are created by script, tested and paused: nothing spends until a person switches it on.

    Search → Ad → Website and form → Lead with campaign source in the platform → Conversion in Google Ads

  • Public solar quoter Live

    Visitors drag the map to their roof, enter their consumption and choose whether they want a battery, then leave their details for an indicative proposal. Location works by address, coordinates or cadastral reference, using GRAFCAN and Catastro.

    Location on the map → Consumption → Battery yes or no → Contact details → Lead in the platform

Real screenshot Real screenshot of the new website with the address search on the homepage.

02 · Talk and follow through

Every conversation ends with a clear next step.

The WhatsApp agent and the voice assistant handle conversations, log everything and prepare the work. A person always reviews before the customer sees a price.

  • The WhatsApp agent leaves studies and proposals as drafts
  • It alerts the team on risk or when someone asks for a person
  • Calls are transcribed on the lead record
See how it works

  • WhatsApp AI agent Live

    Handles complete conversations on the company's WhatsApp, running on our platform wa.iadam.nl and the official WhatsApp API, as an official Meta Tech Provider. It identifies who is writing, avoids duplicate leads, leaves studies and proposals as drafts, books appointments, logs faults and saves photos and invoices to the record. On risk, such as a burning smell, smoke or a house without power, or when someone asks for a person, it alerts the team.

    Someone sends a message → Agent identifies the customer → Conversation to a clear outcome: study, proposal, booking or alert → Lead record with summary → Salesperson reviews

  • Voice assistant Pilot

    Talks with leads, for example when someone asks for a callback on the website. Afterwards the full transcript is saved to the lead record, so the salesperson knows the context before calling back. For Spanish we fixed the transcription language and used voice-based interruption, after several failed tests with multilingual models. Voice quality is still being tested.

    Conversation with the assistant → Transcript → Saved to the customer record → Salesperson reads it and calls back

Demo · fictional data Demo with fictional data: the team gets an alert when a customer asks for a person or there is a risk.

03 · Prepare and close

From lead to signed proposal.

The CRM brings each lead together with its history, and studies and proposals start from the same record. The customer signs from a link and the signature is recorded.

  • Sales pipeline board and a 360 customer record
  • Solar studies calculated with PVGIS
  • Proposals built from blocks, duplicated in one click
See how it works

  • Management platform: CRM and operations Live

    Leads, a sales pipeline board, a 360 customer record, projects with calendar and materials, payment milestones, site visits with photos and a PDF report, maintenance contracts and tasks. On each lead the AI suggests a summary, the risk and a next step; the salesperson decides. Billing runs through Holded, with permissions by role.

    Lead via web, WhatsApp, phone or quoter → Lead record → Solar study and proposal → Signature and project → Site visit → Milestone billing and maintenance

  • Solar studies and signed proposals Live

    A step-by-step wizard places the home on the map, sizes the system and calculates production with PVGIS. Proposals are built from blocks in a template, as a branded PDF, and duplicated in one click to offer more options. The customer signs from a link inside the platform itself, with date, time and device recorded; a technician approves study and price.

    Technician or agent creates the study → Proposal is generated → Customer gets a link by email → Verification code and signature → Confirmation with payment details

Illustration Illustration of what this part does.

04 · Deliver and maintain

Projects, faults and maintenance in one place.

Automations alert the team when something stalls, and the portals give technicians, customers and contractors what they need. No automation does anything irreversible.

  • Nine automations, each one can be switched off on its own
  • Incident desk with deadlines and customer updates
  • Portals for technicians, customers and contractors
See how it works

  • Nine process automations Live

    Daily: first response deadline for leads, inactive leads, unanswered proposals, incident deadlines, creating maintenance visits and payment reminders. Hourly: flagging overdue incidents. With the WhatsApp agent and the voice assistant that makes nine, where the contract asked for three. They alert the person responsible and each can be switched off on its own.

    Daily or hourly schedule → Check what has stalled → Alert to the owner → Automatic email to the customer where relevant

  • Incident desk Live

    Logging and tracking of faults with deadlines, an AI chat inside each incident and customer updates when it opens or moves forward. Logging and deadlines are live; automatic AI triage is still in development, and a person reviews classification and assignment.

    Incident comes in → Deadline runs → AI assists in the ticket → Customer gets updates → Resolved and closed

  • Technician and customer portals Live

    Technicians see their visits in 'My day', with the visit record and a digital signature. Customers access their documents, proposals and incidents. The structure is live; offline mode, push notifications and live production data are still in development.

    Technician opens 'My day' → Visit with record and signature → Customer logs in → Documents, proposals and incidents

  • External contractors Pilot

    Contractors sign up with their legal documents, which the team validates. Jobs are awarded with a contract to sign and milestone payments. In their own portal, contractors only see their jobs, contracts, payments and documents.

    Sign-up with documents → Team validates → Job awarded with contract → Milestone payments

Illustration Illustration of what this part does.

Delivery and evolution

What already works. What keeps growing.

The project scope, with its status in plain sight.

Demo · fictional data Demo with fictional data: new leads, proposals, jobs and incidents at a glance.
One platform. The whole business.AI prepares. The team decides.
  • Live

    Management platform and operations

    CRM, projects, site visits, milestone billing and maintenance in one system. Nine automations alert the team when something stalls.

  • Live

    Studies, proposals and e-signature

    Studies with PVGIS, branded proposals and signing from a link inside the platform itself.

  • Pilot

    Voice assistant

    Handles calls and saves the transcript to the lead record. Voice quality in Spanish is still being tested.

View all deliverables
  • Live

    WhatsApp AI agent

    Live since August 2026. It leaves drafts that a person reviews.

  • Live

    Google Ads and measurement

    Search campaigns in Tenerife live since August 2026, with one main conversion measured in GA4.

  • Pilot

    Voice assistant

    Handles calls and saves the transcript to the lead record. Voice quality in Spanish is still being tested.

  • Pilot

    Contractor portal

    Sign-up with documents, contracts to sign and milestone payments. We are now validating it with the first contractors.

  • In development

    Offline mode, push notifications and AI triage

    Offline mode and push notifications for the portals, and automatic incident triage by AI. Until then, a person sorts incidents.

What the system saves (estimate)

≈ 20 → 2 min
per proposal with several optionsduplicated in one click instead of redone
≈ 5 min
less note-taking per callthe voice assistant saves the transcript to the record
Once
customer data is typed, instead of 3 or 4 timesone record for proposal, contract and invoice
9
automatic checks every daydeadlines, follow-ups and payments once kept in memory
View all figures
24/7
WhatsApp availabilityafter hours too, with a draft for the team

Indicative estimates based on what the team told us and the work the platform now takes over. Not measurements; those come in the next phase.

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