Automate your sales and marketing with streamline installations, simplifying financing,
and close more sales deal.
Track lead, calls, emails, texts and notesAutomate manual tasks and eliminate hours of data entryKanban Board for better lead visibilityIndividual dashboard for lead and SalesGet live and on-demand trainingMap lead territoriesManage multiple sites and proposalsPayment and Plan ManagementTemplate Library and eDocument Solution
Track lead, calls, emails, texts and notesAutomate manual tasks and eliminate hours of data entryKanban Board for better lead visibilityIndividual dashboard for lead and SalesGet live and on-demand trainingMap lead territoriesManage multiple sites and proposalsPayment and Plan ManagementTemplate Library and eDocument Solution
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
Keeps prospect and customer data organized during the sales process to ensure maximize conversions!
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.
Our highly interactive proposals track the customer activity on proposal, and update to account rep about customer activity on proposal.
Our document solution will automatically send agreement to customer for e-signature which is fully integrated with Adobe e-sign and DocuSign.
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.
You can generate different types of sales or commission reports and the ability to print and send them.
A kanban board is an agile project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow).
