Before the sale
Acquire & qualify
Capture demand anywhere and turn it into an owned, measurable solar opportunity.
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01.01
Custom lead capture
Build unlimited hosted or embedded forms with custom and conditional fields, file uploads, branded themes and routing.
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01.02
Capture your existing website
A lightweight script records submissions from forms you already use, so replacing the website or its forms is optional.
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01.03
Lilypad canvassing
Give door knockers territories, property context, seven dispositions and offline lead and appointment capture on the go.
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01.04
Attribution and ownership
Preserve campaign, referral, API, import and canvass sources, setter credit, closer assignment and round-robin routing.
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01.05
Solar-native pipeline
Qualify on a configurable board with stages, tasks, events, notes, tags, files, reminders and conversion into the same project.
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01.06
Follow-up and intelligence
Use response and conversion analytics, audience campaigns and multi-step automations to keep opportunities moving.