Lead Management Sales Proposals Planset Design PE Stamping Permit Approvals PTO & Interconnection Project Tracking |
Manage Everything at
One Place
Everything You Need to Run Your Solar Business Smarter, Faster, Together
Centralized CRM Hub
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.
Comprehensive CRM Workflow Validation
Lead & Data Validation
Ensure all lead details, sources, and customer information are accurate and complete before processing.
Workflow & Task Checks
Validate follow-ups, task assignments, and stage transitions to keep your pipeline running smoothly.
Status & Stage Accuracy
Verify that every lead and project is correctly updated across all workflow stages and timelines.
Smart Recommendations
Get instant suggestions to fix delays, missed actions, and workflow gaps for better performance.
Smart tools to simplify your daily operations
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.
How It Works
Manage your solar workflow with our 4-step automated CRM process