Door to Door Module

Turn every knock into a qualified lead—instantly synced with your CRM.

door to door lead crm

For Solar Teams Who Still Hustle on Foot

The Door to Door module in SaaS Solar lets canvassers capture new leads in real time from the field. As soon as a homeowner says “I’m interested,” that info goes straight into your CRM and triggers a notification to the assigned sales rep.

No manual entry. No follow-up delays. No lost leads.

How it works

1. Canvassers use the mobile-friendly lead form – works on any phone or tablet

2. Lead is instantly pushed into the master CRM – tagged, geo-stamped, and tracked

3. Sales rep gets an instant notification – so they can act fast and close faster

4. Manager can monitor field activity live – and see performance by canvasser, area, or shift

It’s field sales—modernized.

What’s Included

Mobile-optimized lead capture form

Geo-tagging and time stamps for each submission

CRM auto-sync with lead ownership routing

Instant alerts to sales reps

Admin view for canvasser tracking and stats

Optional custom fields for pre-qualification

Why it matters

Most solar companies still rely on pen-and-paper or duct-taped apps for door-to-door teams. That means:

Leads go missing

Sales reps find out days later

Managers have no idea who’s performing

Everyone ends up frustrated

SaaS Solar fixes that with one simple tool, already integrated into your CRM.

Real-Time Visibility for Managers

Track who’s knocking, where they’re canvassing, and how many leads they’ve submitted—all from your dashboard.

No more “How many houses did you hit today?” Guesswork is gone. Metrics are in.

Ready to Modernize Your Canvassing?

You already have the team. Give them the tools to generate more leads, faster, and with zero friction.

Book an Appointment Today

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