🗓️ Free Demo — No Commitment

See SaaSSolar in Action.
Built for Solar. Not Adapted for It.

Book a 30-minute live walkthrough with a solar CRM expert. We’ll show you exactly how SaaSSolar handles your leads, sales pipeline, installation tracking, and team management — all in one platform.

No credit card required
30-minute walkthrough
Tailored to your business
Same-week availability
✉️
💬
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What Happens in Your 30-Minute Walkthrough

Every demo is live, tailored to your role, and designed to show you real value fast. Here’s exactly what to expect.

1
Your Business Overview
We’ll spend 5 minutes understanding your current setup — what tools you use, what’s broken, and what your team needs most.

⏱ 5 min

2
Live Platform Walkthrough
We’ll walk through the features most relevant to you — lead management, pipeline, installation tracking, or your team tools.

⏱ 15 min

3
Your Questions Answered
Ask anything — pricing, integrations, onboarding, or specific workflows. No slides. No scripts. Just straight answers.

⏱ 7 min

4
Your Next Step
We’ll recommend the right plan, explain what onboarding looks like, and let you decide at your own pace. Zero pressure.

⏱ 3 min

app.saassolar.com / dashboard
📊 Dashboard
👥 Leads
🔁 Pipeline
🔧 Installations
📁 Projects
👤 Customers
🤝 Partners
📦 Inventory
⚙️ Settings
Sales Pipeline Overview — May 2026
47
Active Leads
$284,500
Pipeline Value
12
Proposals Sent
8
Won This Month
Recent Leads
Name Location System Size Source Status Assigned To
Michael Torres Phoenix, AZ 8.5 kW Website Hot Sarah K.
Jennifer Walsh Austin, TX 12 kW D2D Warm Dave M.
Robert Chen San Diego, CA 6 kW Referral New Lisa P.
Amanda Foster Tampa, FL 10 kW Partner Hot Sarah K.
Brian Patel Denver, CO 7.5 kW Google Ads Proposal Dave M.

What You’ll See in Your Demo

We cover the features that matter most to solar companies — not generic CRM screens designed for other industries.

🎯
Lead Management
  • How to capture and assign leads automatically
  • Lead scoring and priority sorting
  • Door-to-door rep mobile view
  • Partner portal lead submission
  • Follow-up reminders and task assignments
🔧
Installation Tracking
  • Job board with live crew assignments
  • Installation stage tracking and checklists
  • Permit and document management
  • Photo upload and site documentation
  • Customer notification workflows
👥
Team & Pipeline Tools
  • Visual sales pipeline with drag-and-drop stages
  • Rep-level performance dashboard
  • Quote and proposal management
  • Campaign tracking for lead sources
  • Role-based access for managers and reps
🤝
Customer & Partner Portals
  • Customer portal — project status and documents
  • Partner portal — lead submission and tracking
  • Shared document and file storage
  • Support ticketing for customers
  • Communication history in one place
📦
Inventory & Projects
  • Equipment and panel inventory tracking
  • Multi-warehouse support
  • Project management with task assignments
  • Project timeline and milestone tracking
  • Reporting and performance analytics
🚀
Onboarding & Setup
  • Migration from your current system
  • Team setup and user configuration
  • Custom pipeline stages for your workflow
  • Training and onboarding support
  • Integration options and API overview

Before Your Demo

Quick answers to the questions we hear most often.

How long does the demo take?
Your demo is 30 minutes. We keep it focused and move at your pace. If you want to go deeper on a specific area, we can schedule a follow-up at no charge.
Is the demo really free? Do I need to sign up for anything?
Yes, completely free. No credit card, no trial activation, and no commitment. You’ll see a live walkthrough of the platform with a real product expert — not a pre-recorded video.
How quickly can I get a demo scheduled?
Most demos are scheduled within 1–3 business days. If you need something sooner, mention it in the form or email us directly at [email protected] and we’ll do our best to accommodate you.
Can I bring my team to the demo?
Absolutely. Many companies invite their sales manager, operations lead, or installer supervisor to the demo. Just let us know in advance so we can cover the right areas for each role.
We’re currently using JobNimbus / HubSpot / Spreadsheets. Can you show us the migration?
Yes. We can cover what a migration from your current tool looks like, how long it typically takes, and what support is available. Many teams are up and running within 1–2 weeks.
Is SaaSSolar available in Canada?
Yes. SaaSSolar is fully available across Canada — Ontario, British Columbia, Alberta, Quebec, Saskatchewan, and all other provinces. We support Canadian dollar pricing and Canadian solar incentive tracking workflows.
What happens after the demo?
We’ll send you a summary email with the key features we covered, relevant pricing information, and next steps. There’s no hard sell — you choose what happens next, at your own pace.

Ready to See SaaSSolar in Action?

Book your free 30-minute demo and see why solar companies replace generic CRMs with SaaSSolar.

Book My Free Demo →Talk to Sales First