Designed for Solar Teams with External Partners
Whether you’re working with freelance reps, installation partners, or white-labeled sales teams, our Partner Portal lets you:
Capture and track partner-submitted leads directly in your CRM
Give partners visibility into lead progress—no more status update emails
Streamline communication between internal reps and external partners
Maintain control over sensitive deal data and internal workflows
It’s the perfect balance: partners see what they need, and your team stays focused on closing deals.
How It Works
Each partner gets their own view. No CRM clutter. No accidental edits. Just clean, trackable collaboration.
What’s Included
Partner-specific logins
Branded lead submission form
Pipeline visibility
Notes & updates from your team
Secure file sharing
Lead and performance analytics
Benefits to You
Use Case Examples
Ready to Activate the Partner Portal?
Already using SaaS Solar? You can enable the Partner Portal from your dashboard in under 2 minutes. Have questions?
Book a demo and we’ll walk you through it.
