Full Feature Set

Everything Your Solar Business Needs in One Platform

SaaSSolar is built from the ground up for solar companies. No generic CRM workarounds. Every feature speaks solar — from lead to installation to invoice.

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One Platform. Every Tool Your Solar Team Needs.

From the first cold knock on a door to the final installation sign-off — SaaSSolar handles it all.

📋
Lead Management
Capture, assign, and track every lead from every source — door-to-door, web form, referral, or import.
8 features →
📊
Sales Pipeline
Visual solar sales pipeline with stage management, deal tracking, and close probability forecasting.
6 features →
Installation Tracking
Track every installation job from site survey to permit approval to power-on confirmation.
7 features →
📁
Document Storage
All proposals, contracts, permits, and site photos stored and linked to the right customer automatically.
5 features →
🔗
Partner & Customer Portals
Give partners their own view to submit and track leads. Let customers see their installation status live.
6 features →
📦
Inventory Management
Track panels, inverters, racking, and equipment across multiple warehouses. Never run short on a job.
5 features →
500+
Solar Companies Using SaaSSolar
37
Purpose-Built Features for Solar
98%
Customer Satisfaction Rate
Zero
Spreadsheets Needed
Lead Management

Never Lose a Solar Lead Again

SaaSSolar captures leads from every source — door-to-door reps, website forms, referrals, and third-party lead providers — and puts them all in one place, automatically assigned to the right rep.

  • Capture leads from web forms, door-knocking apps, and manual entry
  • Auto-assign leads to reps based on territory or round-robin rules
  • Lead scoring to prioritise the hottest opportunities
  • Full lead history — calls, notes, emails, status changes
  • Address verification powered by Google Maps — no bad addresses
  • Duplicate detection to prevent the same lead being worked twice

See all lead management features →

📋 Lead Pipeline — This WeekLive
Sarah Mitchell
📍 Phoenix, AZ — Residential 8kW

Hot Lead

Clearview Properties
📍 Austin, TX — Commercial 80kW

Qualifying

James Kowalski
📍 Denver, CO — Residential 6kW

Contacted

Green Horizon LLC
📍 San Diego, CA — Commercial 120kW

Hot Lead

Showing 4 of 47 leadsView all →
Sales Pipeline

A Solar Sales Pipeline Built the Way You Actually Sell

Most CRMs make you force your solar sales process into a generic pipeline. SaaSSolar comes pre-configured for solar — with stages that match how solar deals actually move from prospect to signed contract.

  • Pre-built solar sales stages: New → Qualified → Proposal → Survey → Closed
  • Drag-and-drop kanban board and list view
  • Deal value tracking and pipeline revenue forecasting
  • Rep performance leaderboards and activity tracking
  • Automated follow-up reminders when deals go cold
  • One-click proposal generation tied to the deal

Explore the pipeline →

📊 Solar Sales Pipeline$2.4M total
New Leads
14
J. Thompson
8kW · $18,400
Sun Valley Apts
60kW · $112k
Qualified
9
R. Williams
10kW · $22,000
Apex Logistics
45kW · $87k
Proposal
6
M. Patel
12kW · $26,500
TechSpace Co
90kW · $178k
Closed Won
5
K. Anderson
7kW · $15,200
Harbor Hotel
200kW · $380k
Installation Tracking

Track Every Job from Survey to Switch-On

Once a deal is signed, the work is just beginning. SaaSSolar’s installation tracker keeps your operations team, installers, and customers all aligned — with real-time status updates and milestone tracking for every job on your board.

  • Job board with milestones: Survey → Permit → Install → Inspection → Live
  • Assign installers and crews to each job
  • Upload site photos, inspection reports, and completion documents
  • Customer-facing status updates (via Customer Portal)
  • Installation calendar with crew availability view
  • Delay flags and escalation alerts for overdue milestones
  • Final sign-off checklist before closing the installation

See how installation tracking works →

⚡ Active Installations12 jobs in progress
🏠
Mitchell Residence
📍 4821 Sunridge Dr, Phoenix AZ
80% · Installing
🏢
Clearview Office Park
📍 890 Commerce Blvd, Austin TX
40% · Permit Pending
🏠
Thompson Home
📍 2214 Oak Canyon Rd, Denver CO
✓ Live
🏭
Green Horizon Warehouse
📍 7700 Industrial Pkwy, San Diego CA
15% · Survey Booked
Document Storage

Every Document. Always Where You Need It.

Stop hunting through email threads and shared drives for the right contract or permit. SaaSSolar links every document — proposals, permits, contracts, site photos — directly to the customer record it belongs to.

  • Upload and organise files by customer, project, or document type
  • Proposals, permits, contracts, and site photos in one place
  • Version history — always know which contract is the current one
  • Share documents with customers via the Customer Portal
  • eSignature-ready document sending (via integrations)

Learn about document management →

📁 Mitchell Residence — Documents8 files
📄
Solar_Proposal_v2_Mitchell.pdf
Proposal · Uploaded 3 days ago · Signed ✓
2.4 MB
📄
Installation_Permit_AZ2024.pdf
Permit · City of Phoenix · Approved ✓
890 KB
📝
Service_Agreement_Signed.docx
Contract · Countersigned by both parties
345 KB
🖼️
Site_Survey_Photos.zip
Photos · 14 images · Taken on site visit
28.6 MB
📄
System_Design_8kW.pdf
Engineering design · Reviewed by tech team
1.1 MB

One Platform. Two Powerful Portals.

Give your partners and customers their own view into the work that matters to them — without giving them access to your entire CRM.

🤝 Partner Dashboard3 active partners
SR
SunRidge Referrals
Authorised Partner — Tier 1

Active

24
Leads Submitted
8
Deals Closed
$14.2k
Commission Earned
Submitted: J. Anderson — Phoenix AZQualifying →
Submitted: T. Brooks — Scottsdale AZClosed ✓

Partner Portal

Give your referral partners, dealers, and channel partners their own branded login. They submit leads, track their pipeline, and see their commissions — without ever touching your internal data.

  • Partners submit leads directly into your pipeline
  • Partners see only their own submitted leads and status
  • Commission tracking and reporting per partner
  • Role-based access — partners never see your full CRM
👤 Customer PortalMitchell Residence
INSTALLATION PROGRESS
Survey
Permit
Install
4
Inspect
Live
📄 Signed ProposalDownload
📋 Installation PermitDownload

Customer Portal

Stop answering “where is my installation?” calls. Give customers their own login to track their project status, download documents, and communicate with your team — all without calling your office.

  • Real-time installation milestone tracker
  • Customer downloads their own documents securely
  • Messaging thread with the installation team
  • Professional experience that builds trust and referrals
Inventory Management

Know Exactly What Stock You Have — Before You Need It

Running out of panels mid-project is expensive. SaaSSolar’s inventory module tracks your equipment across multiple warehouses so your operations team always knows what’s in stock, what’s allocated, and what needs to be ordered.

  • Multi-warehouse inventory tracking
  • Allocate equipment to specific jobs before they start
  • Low stock alerts so you never run short on a job
  • Inventory movement history and audit trail
  • Purchase order management for restocking

Explore inventory management →

📦 Inventory — All Warehouses2 items low
Item Warehouse In Stock Status
Jinko 400W Panel Phoenix Hub 240 units In Stock
SolarEdge 7600A Phoenix Hub 18 units In Stock
Enphase IQ8M Austin Depot 4 units Low Stock
IronRidge XR100 Denver Store 0 units Out of Stock
10AWG PV Wire (500ft) Austin Depot 32 rolls In Stock
AI & Automation

Smarter Workflows. Less Manual Work. More Closed Deals.

SaaSSolar automates the repetitive work that slows your team down — follow-up reminders, task assignments, status updates — so your reps spend time selling, not doing admin. AI-powered features are on the roadmap and arriving soon.

  • Automated follow-up reminders when leads go quiet
  • Task auto-assignment when deals move between pipeline stages
  • Automated status notifications to customers on installation milestones
  • Workflow rules: “If deal reaches Site Survey, assign to install team”
  • AI-powered lead scoring and next-step suggestions — coming soon
  • AI email drafting for outreach and follow-ups — on the roadmap

Learn about automation →

🤖 SaaSSolar AI AssistantComing Soon
SaaSSolar AI
Good morning! You have 3 leads that haven’t been contacted in over 5 days. Want me to draft follow-up emails for each?
You
Yes, draft them and show me before sending.
SaaSSolar AI
Done. I’ve prepared 3 personalised follow-up emails based on each lead’s last interaction and system size. Ready to review?
AI features are on the roadmap. Automation rules are available today.

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