Your whole team. One platform. One price.
Pipelines, leads, events, messaging, bulk operations, built into Powerlily, not a separate tool. Unlimited users on every plan.
A board for every workflow.
Configurable kanban stages per workflow, sales, install, service, custom. Drag deals across stages, watch pipeline value roll up automatically.
- Customizable stages per workflow
- Per-workflow boards (sales, install, service, custom)
- Drag-and-drop deal management
- Automatic pipeline value rollups
- Stage-change automations
Put your follow-up on autopilot.
Build playbooks that run themselves. Pick a trigger, a quote gets sent, opened, signed, or a deal goes quiet, and Powerlily does the chasing: creates the task, sends the on-brand email, nudges the rep, advances the deal. The timely follow-up that wins jobs, every time, without anyone having to remember.
- Triggers on real events, quote sent, opened, signed, stage entered, or no activity for N days
- Multi-step sequences with waits, "wait 2 days, send a check-in, wait 3 more, create a call task"
- Auto-send personalized, on-brand emails, create tasks and calendar events, post notes, ping the team
- Smart conditions and exit rules, stop the instant a quote is signed so no one gets a stray nudge
- Round-robin new deals to the least-busy rep automatically
- Advance deals and update status hands-free as conditions are met
- Visual builder, set up per workflow, no code, switch it on when you're ready
Meet Pericles, your AI teammate.
Ask Pericles anything about your pipeline and it answers from your own data — quotes, leads, customers, project status. @mention it in any deal thread to summarize the customer or draft a follow-up, and it can create tasks, move deals, and email customers — with you approving every action. Pericles only ever sees your own company's data. Included with Powerlily Pro.
- Chat assistant that knows your own quotes, leads and customers
- @mention Pericles in any deal thread for instant answers and drafts
- Proposes actions you approve in one click — create tasks, move stages, send emails
- Answers app and product questions from your help center
- Strict company isolation — your data never leaves your company
- Powerlily Pro feature
A lead form for your website.
Drop a single iframe snippet on your site and capture leads straight into your CRM. Branded with your colors, configurable fields, file uploads, and bot protection. No third-party form vendor required.
- Embeddable iframe, paste a snippet, you're live
- Captures name, email, address, phone, power bill, service size, message, and source
- Field-level toggles, show only what you need
- File uploads (utility bills, photos) attached to the lead
- Custom header + button text per company
- Honeypot bot protection built in
- Branded with your theme colors automatically
- Auto-assignment to agents who created the form
Every lead, every conversation, in one record.
Full communication timeline, document storage, tags and saved filters per contact. Every interaction tracked from first form submission to install day and beyond.
- Full communication timeline per contact
- Document storage per contact
- Tags, saved filters, smart segments
- Auto-attribution from referral links and embedded forms
- Source tracking (radio, tradeshow, referral, web)
Never miss a follow-up.
Shared team calendar, per-deal reminders, recurring tasks, multi-day events. Notifications via email so nothing slips.
- Shared team calendar
- Per-deal reminders & watchers
- Multi-day events with attendees
- Email notifications
- Day, week, and month views
Talk to your team and your customers in one inbox.
In-app team chat per deal. Customer messaging on the proposal. Mentions, notifications, and secure document sharing, public or private, your choice.
- In-app team chat per deal
- Customer messaging on the proposal
- @-mentions and notifications
- Secure document sharing (public/private toggle)
- Email reply threading
Move fast on big lists.
Bulk stage moves, reassignment, tagging, export. Saved filters for repeated workflows. Built for teams handling hundreds of leads at once.
- Bulk stage moves
- Bulk reassignment to team members
- Bulk tagging & smart segmentation
- CSV export for any view
- Saved filters for repeated workflows
Add your whole install team, without showing them pricing.
Four built-in roles let you give everyone the right view. Sales sees leads and proposals. Installers see project details, but never your margins. Agents see only the workflows you assign them. And clients see their own systems. All on the same unlimited-users plan.
- Admin, full company access plus settings, utilities, themes
- Agent, restricted to assigned workflows and assigned leads
- Installer, read-only project info, pricing fully hidden
- Client, sees only their own systems, documents, and messages
- Per-workflow role assignment for fine-grained access
- All roles included on every plan, no per-seat fees, no role tiering
Your whole team. One price.
Sales, design, ops, admin, all included. We've never charged per user and we don't intend to start.
Unlimited users
Add the whole team. No per-seat fees, ever.
Unlimited quotes
Send 10 a year or 10 a day. Same price.
Unlimited workflows
Custom pipelines for sales, install, service, whatever you need.
Ready to get organized?
Start a subscription. Onboarding included. No per-seat fees.