Solar CRM and Project Manager

Track solar customers and projects from initial lead through installation and maintenance.

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The Solar CRM and Project Manager application is tailored for solar project management, helping teams capture sales leads, track activities, and oversee the entire project lifecycle from initial lead to design through installation. This platform centralizes information by office or region, streamlining workflows across all your solar projects. Key features include dashboards for sales managers, sales reps, executives, and scouts, providing insights into pipeline performance, project status, and team activities.

The app also supports financing and commission tracking, making it an ideal solution for sales leaders, project managers, installation managers, and owners who need real-time visibility and control. Use it to optimize sales processes, improve project execution, and drive profitability across your solar projects.

With its comprehensive CRM and project management capabilities, the Solar CRM and Project Manager app is essential for teams looking to efficiently manage customer relationships and project milestones, ensuring successful solar installations every time.