A solar CRM built for how solar sales actually works
Every contact, lead, and project links to 3D designs, feasibility reports, and proposals. Not Salesforce with a solar field, a CRM designed from the ground up for solar sales teams.
Trusted by
Contacts, Leads, Projects. Connected.
Three entities that share one database. A contact becomes a lead becomes a project with no data re-entry. Every project carries its design, feasibility, BoM, and proposal.
Contacts
People and companies. Name, email, phone, address, and full interaction history.
Leads
Sales opportunities tied to a contact, with source, status, assignee, and roof data.
Projects
Active work with design, feasibility, BoM, and proposal linked from one record.
Activity feed
Every call, note, proposal, and status change logged against the right entity.
All captured data flows from the lead to the project record: location, roof area, consumption, contact info, documents, pre-feasibility. No rekeying, no loss.
Lead management and pipeline visibility
Reps open the day with leads already qualified and assigned
Leads from the Lead Generator land in CRM automatically with every data point captured. Manual leads can be added too, with the same data model.
- Auto capture from Lead Generator
- Status tracking and assignees
- One-click project conversion
Customer confirmed interest in battery storage add-on. Follow up next Tuesday with updated quote.
See the whole operation, or just a rep's day, in one view
Track every project's status at a glance. Kanban and grid views, per-team filters, and role-based visibility. Reps see their own pipeline, managers see the whole operation.
- Kanban and grid views by status
- Per-team and per-rep filters
- Role-based visibility and ownership
Waiting for Proposal
Offer Sent
Offer Accepted
Waiting for ProposalOpen a project, see the design, feasibility, and proposal together
Open a project and see the design, feasibility, BoM, and proposal right there. Team assignment, activity log, and milestones visible to everyone authorized.
- Direct access to design and feasibility
- Team assignment and activity log
- Milestone tracking post-sale
Customer interested in residential solar. Send proposal next week.
Questions about solar CRM
Direct links between contacts and technical data (designs, consumption, feasibility, proposals), solar-aware entities, and proposal generation built into the workflow.
