7 best solar CRM platforms in Greece

RAAEY regulates the Greek energy market and provides electricity-market and consumer information. A proposal should identify the actual supplier, current tariff, regulated charges, self-consumption or export arrangement, meter basis, price source, checked date, fees, taxes, and sensitivity. A national label does not create one guaranteed import or export value for every site.

DEDDIE publishes the electricity-distribution network-connection route. The CRM should preserve the supply and project identifiers, applicant and authorised representative, connection request, capacity, accepted equipment and design, files, fees, technical terms, communications, corrections, approval, changes, works, commissioning, meter status, and evidence of completion. A stage called grid approval does not prove a successful submission.

DEDDIE's renewable-energy section links applications for RES stations and material for self-producers under net-metering or virtual net-metering schemes. Rules and available routes can change, so verify the live 2026 arrangement instead of applying historical net-metering assumptions to every sale. Store the chosen self-consumption, net-billing, virtual, or export route, parties, dates, submissions, status, meter basis, and contract evidence.

DEDDIE provides a dedicated Licensed Electrician Certificate service and safety information. The job record should identify the responsible licensed electrician and preserve the accepted design, equipment, protection settings, declarations, inspection and test evidence, revisions, commissioning, DEDDIE conditions, meter work, photographs, warranties, manuals, customer instruction, and signed handover. A CRM checklist does not establish electrical compliance.

DEDDIE publishes a separate section for electricity storage stations, including application and regulatory material. A battery cannot be treated as one optional quotation line with no operational detail. Store capacity and power, operating mode, equipment, protection, connection route, approved design, settings, commissioning, warranty, customer instruction, and later changes. Require live proof of any claimed DEDDIE storage integration.

The Greek Ministry of Economy and Finance publishes the VAT framework and references the 24 percent rate in its guide. Solar work may contain equipment, installation, batteries, services, maintenance, repairs, finance, and building-related work whose treatment depends on the facts. Configure line-level tax and effective dates, then have a Greek adviser approve any different treatment, deposits, milestones, corrections, credit notes, cross-border purchases, and reporting.

The European Commission records Greece's structured B2G invoice framework and VAT real-time reporting environment. Requirements are time-sensitive. Test the customer's route, tax and recipient identifiers, required structure, myDATA reporting, validation, transmission, acceptance or rejection, corrections, credit notes, attachments, retention, accounting reconciliation, permissions, and export. An emailed PDF does not prove the complete workflow.

A solar CRM holds identity data, addresses, property photographs, electricity use, signatures, finance material, messages, and employee activity. The Hellenic Data Protection Authority supervises GDPR and Greek data-protection law. Procurement should cover controller and processor roles, Article 28 terms, subprocessors, security, incidents, storage and support locations, transfers, retention, deletion, customer rights, marketing suppression, and complete export.

The Consumer Ombudsman mediates relevant disputes and asks complainants to retain contracts, invoices, receipts, and correspondence. A residential sales record should preserve the channel, quotation, terms, pre-contract and withdrawal material where applicable, delivery timestamps, signatures, payments, changes, complaints, and later communication. Greek counsel should approve the installer's actual flow and document versions.