DISCOVER. EXPERIENCE.

The Best all-in-one Solar Lead
Generation and Proposal
Management Platform

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Thousands of Solar Reps Use Solar CRM To Help to Boost Productivity

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Automate your sales and marketing with streamline installations, simplifying financing,
and close more sales deal.

Why Solar CRM?

Solar CRM

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  • iconTrack lead, calls, emails, texts and notes
  • iconAutomate manual tasks and eliminate hours of data entry
  • iconKanban Board for better lead visibility
  • iconIndividual dashboard for lead and Sales
  • iconGet live and on-demand training
  • iconMap lead territories
  • iconManage multiple sites and proposals
  • iconPayment and Plan Management
  • iconTemplate Library and eDocument Solution

Other CRM Applications

icon
  • icon Track lead, calls, emails, texts and notes
  • icon Automate manual tasks and eliminate hours of data entry
  • icon Kanban Board for better lead visibility
  • icon Individual dashboard for lead and Sales
  • icon Get live and on-demand training
  • icon Map lead territories
  • icon Manage multiple sites and proposals
  • icon Payment and Plan Management
  • icon Template Library and eDocument Solution

Everything your solar business needs

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Dashboard

Solar CRM has a lead dashboard and a Sales dashboard which display a summary of leads and sales respectively. Track lead, calls, emails, texts and notes

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Lead Generation

Keeps prospect and customer data organized during the sales process to ensure maximize conversions!

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Proposal Management

Provide the ability to create and share your high-resolution solar proposal with customer in less than 1 minute. You can track the customer activities on the proposal.

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Status Tracking

Our highly interactive proposals track the customer activity on proposal, and update to account rep about customer activity on proposal.

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E-signature

Our document solution will automatically send agreement to customer for e-signature which is fully integrated with Adobe e-sign and DocuSign.

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Document Management

You can manage all types of customer documents such as bills, proposals, agreements, production reports, plans, site pictures, video or other types of media for each customer.

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Reports

You can generate different types of sales or commission reports and the ability to print and send them.

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Kanban Board

A kanban board is an agile project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow).

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Cloud-Based Integration

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