Manage your entire sales, intake and on-boarding process from one place. With SaaS Solar, every sales, installation and service activity is automated or documented – to simplify tracking, management and control.
Door-to-door sales is great for brand recognition and relationship-building – make it work for you!
Get greater control over every lead with all the information you need at your fingertips. Never miss out on a lead opportunity, and increase your chances of converting leads into customers.
Quickly create comprehensive and accurate quotes, and send them to clients instantly. Include cost analyses and environmental benefits information, so they’re fully aware of what they’re getting.
Easily check credit score, and quickly determine who qualifies for your solar solution. Support these new customers with user-friendly finance options, and keep your business moving forward.
Configure proposals and create new projects with full contract editor and live data feeds. Track all orders, contracts and approvals without missing a single update from any team member.
Quick and easy setup so you can minimize installation issues and close the loop with customers. Automate and track the progress of every job and site, from design to installation, and beyond.
Once a prospect converts into a customer, quickly deliver a detailed proposal customized with your brand’s logo and e Signature. Estimate roof area, and include all charges to eliminate errors and manage customer expectations. SaaS Solar streamlines the proposal creation process to speed up deal closure – any time, every time.
Search properties, get aerial roof views, accurately calculate dimensions, and estimate positive environmental impact to ensure optimal panel placement, prevent pitfalls, and avoid rework.
SaaS Solar is fully mobile so sales teams can easily create, track and update door records. Individuals can also share their progress with the team for perfect alignment on each lead and prospect.
Which door is likely to convert into a prospect and customer? SaaS Solar provides all the data you need to focus your efforts in the direction with the most potential to yield great results.
Manage the health of your business with SaaS Solar’s easy-to-use UI. Visually-rich and real-time graphs, tables and reports enable managers to track, review and optimize each member’s activity.
Use the advanced checklist feature to build to-do lists, create follow-up tasks, assign deadlines, and set auto-reminders. A great way to streamline operations and ensure memorable client experiences!
SaaS Solar’s powerful CRM takes the guesswork out of managing your sales and proposals processes, no matter the customer or project size. Easily transition from cold lead to prospect to installation to monitoring with this integrated end-to-end platform. Your solar business is built for the future. Bring the future closer to you – and to your customers – with tools that simplify the sales and installation process from start to finish.