The solar CRM built for installer sales teams
Take control of your pipeline: solarVis tracks every lead, proposal and interaction in one place, improving close rates by 25% so you can scale without losing deals.
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.
- 01
Contacts
People and companies. Name, email, phone, address, and full interaction history.
- 02
Leads
Sales opportunities tied to a contact, with source, status, assignee, and roof data.
- 03
Projects
Active work with design, feasibility, BoM, and proposal linked from one record.
- 04
Activity feed
Every assignment, note, proposal, and status change logged against the right record, including when a customer views or answers your proposal.
- 05
Notes, documents, and notifications
Notes and reminders on contacts, leads, and projects, documents on every record plus company documents you reuse in proposals, and a notification center with per-user preferences.
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
- Lead statuses from open and contacted to site survey, converted, or lost
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
- Proposal viewed and proposal answered, straight in the feed
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.
Enforce your sales process instead of hoping for it
Projects move through eight stages, from waiting for proposal to construction and installation. Attach required tasks to any stage, and the record cannot advance until they are done. Tasks carry assignees, typed inputs such as dates, selections, and values, and file uploads.
- Eight project stages, from proposal to installation
- Required tasks that block the next stage
- Typed inputs and file uploads on every task item
- Assignment and completion logged in the activity feed
You have uncompleted required tasks. Please complete them first to progress the state.
Go deeper into the platform
Solar Proposal Generation
Branded solar proposals you can send as a link and track.
Solar Lead Generation
Generate exclusive solar leads from your own website traffic.
Enterprise Solutions
Dealer networks, permissions and enterprise-grade security for large teams.
Solar Proposal Software
Design, price and sell every solar project in one platform, from roof to proposal.
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.
