solarVis: All-in-One Solar CRM & Designer
The solarVis platform unifies contacts, leads, projects, 3D design, and white-label proposals into one CRM built specifically for solar sales teams.
Contacts, Leads, and Projects in One Place
Three core sections keep solar operations tidy — Contacts for customer information, Leads for prospects that need nurturing, and Projects for converted leads in active execution.
Centralize and Capture Every Lead
The Sales Engine captures leads through multiple channels — manual entry, ad campaigns, web forms, or the Lead Generator — consolidating every prospect in one place.
Design and Create Your Proposal
Convert leads with advanced 3D design tools and generate white-label proposals with the exact materials and branding your team needs.
Project Overview Dashboard
Converted leads land in a project dashboard displaying feasibility assessments and proposal summaries for efficient lifecycle tracking.
Track Every Stage of the Customer Journey
Comprehensive documentation with notes, file uploads, and milestone monitoring keeps the team aligned and the customer engaged.
All-in-One Platform
Contacts, leads, projects, proposals, and relationships — all consolidated in a system tailored specifically for sustainable energy businesses.
Originally published on: LinkedIn
