Manage leads, projects, and team communication in one placekeeping your entire solar workflow aligned.
Automated Task Management
Automate follow-ups, lead assignments, and routine tasks to save time and improve team efficiency.
Real-Time Analytics
Gain actionable insights from live dashboards and reports to track performance and make better decisions.
Secure Cloud Access
Access your data anytime with secure, cloud-based infrastructure built for reliability and scale.
Lead & pipeline tracking
Track every lead from first inquiry to final conversion with complete stage-wise visibility, status updates, ownership details, and priority-based management.
Task & follow-up management
Create task reminders, automate follow-ups, assign responsibilities, and ensure every lead and project update is handled on time without delays.
Project progress dashboard
Monitor site visits, design approvals, documentation, installation progress, and milestone updates through a centralized real-time dashboard.
Team performance insights
Gain detailed insights into team productivity, response times, lead handling efficiency, and conversion performance to improve operational decisions.
Billing & payment records
Manage invoices, payment statuses, customer transactions, pending dues, and revenue logs with complete financial visibility in one place.
Manage your solar workflow with our 4-step automated CRM process
Lead Data Checks
Ensure lead details, sources, and customer information are accurate and complete before processing.
Workflow Validation
Validate follow-ups, task assignments, and stage transitions to keep operations running smoothly.
Status & Labels
Verify all lead stages, tags, and project updates are correctly maintained across the system.
Auto-Fix Suggestions
Get instant recommendations to resolve delays, missed actions, and workflow gaps.