Simple Solar CRM with Powerful Collaboration
Capture leads, track projects, and collaborate with your team. Everything you need to manage your solar business from lead to installation.
Everything You Need to Manage Projects
Four powerful tools working together to streamline your solar business from first contact to final invoice
Lead Capture
Embed custom forms on your website or share branded lead pages on social media. All leads flow automatically into your CRM with instant notifications and full source tracking.
Workflows & Stages
Create custom workflows with stages like Planning, Design, Permits, and Installation. View your pipeline as a Kanban board, spreadsheet, or list - whatever works best for you.
Team Collaboration
Keep your team on the same page with real-time messaging, @mentions, and threaded comments on quotes. Share documents, assign tasks to projects or team members, and centralize all communication.
Tasks & Events
Create tasks and assign them to quotes, projects, or team members. Schedule events with a shared calendar and automated email reminders. Clients can see their scheduled events in the portal.
Team Calendar & Event Management
Keep your team organized with shared calendars, event reminders, and seamless client communication.
March 2024 - Team Calendar
Upcoming Events
Advanced Team Collaboration
Keep your team connected and informed throughout every project
Instant Messaging
Real-time team communication with project-specific conversations and file sharing
Document Storage
Store and organize all your project documents in one secure, accessible location
Team Coordination
Keep everyone on the same page with shared project views and team assignments