Solar CRM
Solar sales cycles are long and complex — from the first inquiry to installation completion. Our Solar CRM tracks every lead, automates proposal generation, manages site inspections, coordinates installation crews, and handles post-installation service. No more lead leakage or lost follow-ups.
Modules
Every module purpose-built for solar companies
Lead Pipeline
Capture, score, and nurture leads from web forms, referrals, and ads with automated follow-up sequences.
Site Inspection Manager
Schedule inspections, capture site data with photo uploads, and generate feasibility reports.
Proposal Builder
Auto-generate branded proposals with system sizing, pricing tiers, and ROI projections.
Installation Tracker
Manage crew assignments, material procurement, permits, and project timelines.
After-Service Portal
Track warranties, schedule maintenance, and manage support tickets post-installation.
Performance Dashboard
Real-time KPIs — conversion rates, revenue forecasts, crew utilization, and pipeline health.
We Solve
Problems this system solves — measured in efficiency, not guesswork
Leads falling through the cracks in spreadsheets
No visibility into proposal-to-close conversion rates
Manual scheduling of site inspections and installations
Disconnected communication between sales and operations
Difficult to track post-installation warranties and service
Results
What changes when your solar companies operations run on a custom CRM
Faster lead-to-close cycle
Missed follow-ups with automation
Improvement in crew scheduling efficiency
Ready to build a Solar CRM that fits your exact workflow?
