CRM & Project Management

Simple Solar CRM with Powerful Collaboration

Capture leads, track projects, and collaborate with your team. Everything you need to manage your solar business from lead to installation.

New Leads
Johnson Residence Hot
Smith Commercial Warm
+ Add Lead
In Design
Wilson House In Progress
+ Add Task
Proposal Sent
Miller Project $28.5k

Easy Lead Capture & Pipeline Tracking

Capture leads automatically and track them through your sales process with full transparency

Embeddable Lead Forms

Get an embed code to add a custom lead form directly to your website. All submissions flow automatically into your CRM.

Website Embed

Branded Lead Pages

Use a direct link to a branded lead capture page with your company colors and logo for social media and advertising.

Custom Branding

Lead to Invoice Pipeline

Every lead stays connected to quotes, clients, and invoices. See the full customer journey and pipeline analytics.

Full Transparency

Pipeline Analytics

Track where your leads come from, conversion rates, and identify your most profitable lead sources.

Source Tracking

Team Calendar & Event Management

Keep your team organized with shared calendars, event reminders, and seamless client communication.

Shared Team Calendar with color-coded events for all team members
Automated Email Reminders sent to team members before events
Event Scheduling with recurring events and notifications
Client Portal Integration - customers can see their scheduled events
Simple event management without complex dependencies

March 2024 - Team Calendar

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Upcoming Events

10:00
Site Visit - Johnson Residence
Meeting
14:00
Follow up - Smith Commercial
Call
16:30
Proposal Review - Miller Project
Email

Advanced Team Collaboration

Keep your team connected and informed throughout every project

Instant Messaging

Real-time team communication with project-specific conversations and file sharing

Project-based messaging threads
File attachments and document sharing
Real-time notifications

Document Storage

Store and organize all your project documents in one secure, accessible location

Secure file storage and organization
Easy file sharing between team members
Document access from anywhere

Team Coordination

Keep everyone on the same page with shared project views and team assignments

Shared project visibility across team
Simple task assignments and tracking
Team member activity overview

Lead Management Dashboard

247
Total Leads
68%
Conversion Rate
Recent Leads
Sarah Johnson - Residential $45,000
Mike Rodriguez - Commercial $32,500
Emily Chen - Residential $67,800

Simple Lead Management

Capture leads automatically and track them through your entire sales pipeline with complete transparency.

Embed a custom lead form on your website with simple embed code
Use a branded lead capture page with direct link for advertising
All leads automatically imported into your CRM with full details
Leads stay connected to quotes, clients, and invoices throughout the pipeline
Get instant notifications when new leads are captured
Track lead sources and conversion rates with built-in analytics