One Place Solar

Manage Everything at

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Centralized CRM Hub

Manage leads, projects, and team communication in one placekeeping your entire solar workflow aligned.

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Automated Task Management

Automate follow-ups, lead assignments, and routine tasks to save time and improve team efficiency.

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Real-Time Analytics

Gain actionable insights from live dashboards and reports to track performance and make better decisions.

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Secure Cloud Access

Access your data anytime with secure, cloud-based infrastructure built for reliability and scale.

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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.

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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.

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Project progress dashboard

Monitor site visits, design approvals, documentation, installation progress, and milestone updates through a centralized real-time dashboard.

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Team performance insights

Gain detailed insights into team productivity, response times, lead handling efficiency, and conversion performance to improve operational decisions.

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Billing & payment records

Manage invoices, payment statuses, customer transactions, pending dues, and revenue logs with complete financial visibility in one place.

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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.

Ready to streamline your solar workflow?