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The Complete CRM Built for Solar Sellers, Installers, and EPCs

SaaSSolar brings every part of your solar business together — from lead generation and quoting to installation, billing, and customer care — in one unified platform. It’s more than a CRM — it’s your solar business command center.

One platform. Every department. Zero disconnect.

Saassolar Mobile App

Leads & Opportunities

Manage every incoming lead — from website forms, door-knocking, campaigns, or referrals — inside a single organized pipeline.

Manage every incoming lead — from website forms, door-knocking, campaigns, or referrals — inside a single organized pipeline.

  • Auto-assign leads to sales reps or regions, track every interaction, and monitor deal stages visually.
  • Follow-ups, reminders, and next-step actions are automated, ensuring no lead slips through the cracks.
  • Easily convert qualified leads into opportunities and analyze conversion rates in real time.
Lead to Opportunity

Quoting & Profit Tracking

Create detailed, professional solar quotes within minutes.

  • Add panels, inverters, batteries, or accessories directly from your product catalog, and the system automatically calculates manpower, materials, and margin.
  • Real-time profit visibility helps you understand exactly how each quote impacts your bottom line. Update quotes anytime — all revisions are stored with version history for full traceability.
Quoting

Installer Tracking

Keep your field operations fully transparent.

  • Installers use their mobile app to punch daily time cards with geo-tagged photos from the job site.
  • Managers can view who worked, where, and for how long — along with installation progress and site images.
  • This eliminates manual reporting and provides accurate, verified records for payroll and accountability.
InstallerTracking & Time Cards

Commissions & Incentives

Automate how your sales reps, canvassers, and partners get rewarded.

  • Set flexible commission rules based on deal type, revenue, or role.
  • The CRM automatically calculates payouts for every closed deal, tracks pending and paid amounts, and generates reports for management.
  • All stakeholders can see their commissions clearly, reducing confusion and disputes.
Incentive

Project & Installation Management

Coordinate every stage of the solar project — from initial survey to final commissioning.

  • Assign tasks to specific teams, define milestones, and track progress visually.
  • Upload drawings, permits, or on-site photos, and receive instant alerts for overdue actions or resource shortages.
  • Integrated costing ensures that budgets and timelines stay under control.
Project Management

Smart Inventory Management

Gain full control over materials across multiple warehouses and sites.

  • Know exactly which products are in stock, reserved, or in transfer — all updated in real time.
  • When sales teams create quotes, SaaSSolar checks product availability automatically to prevent overselling.
  • Low-stock alerts and reorder recommendations help maintain smooth project flow and minimize downtime.
Inventory Management

Customer Portal

Deliver transparency and trust through an elegant, self-service experience.

  • Customers can log in to view their project milestones, payment schedules, contracts, and invoices anytime.
  • They can download receipts, upload required documents, or raise support tickets directly from their dashboard.
  • Automatic notifications keep clients informed from contract to installation — improving satisfaction and reducing support load.
Saassolar customer portal

Multi-Account Ecosystem

Manage every relationship from one CRM — not just customers.

  • Partner Accounts: Collaborate with dealers and installers
  • Vendor Accounts: Manage procurement, suppliers, and materials.
  • Customer Accounts: Track service, billing, and communications.

A 360° view of your business network.

CRM Account Type

Partner Portal

Collaborate seamlessly with your business network while maintaining total privacy.

  • Add partners under defined roles — such as lead generators, deal closers, or installers.
  • Share selected projects, leads, or documents with custom permission settings.
  • Each partner sees only their data, while the parent company retains complete visibility and performance reports.
Saassolar Partner portal

Door-to-Door Module

Empower canvassing and field marketing teams with a dedicated mobile tool.

  • Reps capture leads on-the-spot using mobile forms that record GPS location, photos, and visit time.
  • Data syncs instantly with SaaSSolar CRM, eliminating manual entry and fake leads.
  • Supervisors can monitor team routes, validate visits, and track conversions and commissions in real time.
Door to Door

Campaign Management

Run and analyze multiple marketing campaigns directly inside your CRM.

  • Track how many leads each campaign generated, how many converted into opportunities, and what revenue they produced.
  • Record campaign expenses and let SaaSSolar automatically calculate cost per lead, conversion ratio, and ROI.
  • Visual dashboards make it easy to compare performance across email, referral, or regional promotions.
Campaign Management

Workflow Automation

Turn manual processes into smart, repeatable workflows.

  • Set triggers for routine actions such as sending follow-ups, assigning tasks, or updating project status.
  • Create approval flows for quotes or expenses, automate payment reminders, and notify teams of critical milestones.
  • Automation helps teams stay productive while reducing human errors and delays.
Automations

Reports & Analytics

Make data-driven decisions with visual, real-time dashboards.

  • Monitor leads, sales performance, project progress, expenses, and ROI all in one place.
  • Filter reports by user, region, product type, or time period.
  • Export or share custom analytics instantly with management or investors for better planning.
Dashboards

Security & Role-Based Access

Protect sensitive business data with enterprise-grade security.

  • Assign permissions by department or role so each user sees only what’s relevant to them.
  • All actions are logged with audit trails, and data is stored on secure cloud infrastructure with encryption and backups.
  • Administrators have full control over user access and can perform backups anytime.
Saassolar User Security

Mobile App for Field & Sales Teams

Stay connected wherever your work takes you.

  • Sales reps can manage leads, create quotes, and update opportunities right from their phones.
  • Installers upload site photos, update milestones, and check assigned tasks on the go.
  • Real-time sync ensures office and field teams always work with the latest data.
Saassolar Mobile App

Built for Every Solar Business

SaaSSolar adapts to the way your company operates — whether you’re a residential installer, large EPC, or multi-branch dealer network. Each feature connects seamlessly, creating one reliable system for your entire solar workflow.
From lead to light — SaaSSolar powers your business with clarity, control, and confidence.

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