All the Tools Your Solar
CRM Built for Solar
Track leads, manage contacts, and run your solar sales process like a machine.
No more spreadsheets. No more missed follow-ups. SaaS Solar gives your team a single source of truth—from initial interest to final install.
- Lead tracking by source, rep, region
- Contact management with complete activity history
- Pipeline views with customizable stages
- Calendar and task reminders for every deal
- Mobile access for reps in the field
Door-to-Door Lead Capture
For reps out knocking. Fast, clean, mobile lead capture with instant CRM sync.
- Mobile-friendly lead form for canvassers
- Real-time notifications to assigned sales reps
- Geo-tagging and canvasser performance tracking
- Admin visibility into door-to-door activity
No more lost leads. No more slow handoffs.
Partner Portal
Give your lead gen agencies, installers, and subcontractors a simple way to submit and track leads.
- Partner-specific login and dashboard
- Branded submission form
- Real-time lead status updates
- Controlled access—partners see only what they need to
Keep your partners informed without giving them full CRM access.
Customer Portal (Add-On)
Let your customers log in and track their project. You stay professional and responsive—without lifting a finger.
- Branded customer dashboard
- Project timeline with milestone tracking
- Secure document sharing
- Direct messaging with your team
- Only $10/customer/month
Turn visibility into trust.
Sales Leaderboard
Motivate your team. Reward your closers. Track progress by lead, sit, proposal, or deal.
- Individual and team rankings
- Milestone-based tracking
- Custom incentives and bonus tracking
- Display on TVs or mobile
- Real-time updates and reporting
Great reps want to know where they stand. Now they can.
Proposal Tools
Build and send solar proposals faster—without needing design software or IT.
- Branded proposal templates
- Pricing, system sizing, and financing options
- Attach documents and notes
- Track when customers view proposals
Close deals faster. Look more legit.
Reporting & Analytics
Understand what’s working and what’s not—with zero Excel downloads.
- Team performance dashboards
- Lead source tracking
- Conversion rate reports
- Custom filters by region, product, rep, and more
Finally, numbers you can actually use.
Automation & Workflows
Automate follow-ups, tasks, and handoffs so nothing falls through the cracks.
- Drip campaigns and autoresponders
- Task assignments and notifications
- Status-based automation (e.g. send intro email when lead is qualified)
- Smart reminders for next actions
Work less. Close more.
Admin Controls & Permissions
You stay in control. Your team stays focused.
- Role-based access for admins, reps, partners, customers
- Territory and team assignment settings
- User-level analytics and activity tracking
- Secure audit trail for accountability
All-in-One. No Frankenstein Stack.
Stop duct-taping five tools together. SaaS Solar replaces:
- Generic CRMs
- Field sales apps
- Proposal builders
- Spreadsheets
- Shared docs and random messaging threads
Everything in one place. Built for solar. Designed to grow with you.