What Makes SaaS Solar Different?
Unlike generic CRMs, SaaS Solar was built for solar workflows from the ground up. That means:
- Solar-specific pipeline stages
- Mobile-friendly tools for field reps
- Partner and customer portals
- Real-time milestone tracking
- Custom role access for reps, lead gen, and ops
No workarounds. No Frankenstein stack. Just one CRM that actually fits.
Who It’s For
Sales Reps & Managers
- Manage leads and territories
- Automate follow-ups and tasks
- Track proposals, appointments, and installs
- Get real-time performance insights by rep or team
Lead Generators
- Use Door-to-Door tools to submit leads from the field
- Auto-route leads to sales reps instantly
- Track incentives and bonus tiers
- Monitor performance by canvasser or team
Installers & Operations
- View job status and customer milestones
- Communicate updates through the Customer Portal
- Upload docs and track task completion
- Stay aligned with the sales team without needing full CRM access
Key CRM Features
Replace Your Tool Stack
With SaaS Solar, you don’t need:
- Generic CRMs like HubSpot or Salesforce
- Shared spreadsheets or Slack channels for handoffs
- Separate door-knocking apps
- One-off proposal builders
It’s all built in—and built for solar.
Designed to Scale With You
Ready to See SaaS Solar CRM in Action?
Book a live demo and see how the only CRM built for solar companies works for your team.