Solar CRM

included with Sunbasedata
all-in-one solar software

Organize & Manage Leads, Communications, Proposals, Projects, Scheduling, Billing & Customer Details...

Capture Leads, Opportunities, & Customers

Automatically push online leads into solar CRM accounts. Simplify lead providers to sending leads to you and marking leads with their respective lead sources. 

Manage Interactions & Relationships

Track follow up notes history with prospects and customers.  Schedule next follow up dates.  Manage appointment statuses, proposals, contracts, & projects. 

Build Your Customer & Referral Base

Grow an engaged database of prospects and customers that you can leverage to enhance your brand and generate more referrals, sales, and five-star reviews.

See Why Over 1000+ Solar Sales & Installation Professionals Choose SunbaseData As Their Solar CRM..

Overview

About SunbaseData Solar CRM

With SunbaseData, solar companies have a system to manage all aspects of their marketing, sales, leads, and projects in one place.  Our all-in-one solar software centralizes management of full operations, from capturing initial leads to project completion.  Since SunbaseData is a could-based software, all data is always accessible and safely stored.

Our solar customer relationship manager is built work with small, mid-size, and enterprise sales and installation companies, SunbaseData is both affordable & effective to grow with your business.

Solar sales tools increase productivity and efficiency to convert more opportunities into solar projects and profits.

Overhaul the entire solar sales process using workflow automation to enhance the customer experience, while minimizing the manual tasks to close the sale.  Streamline lead assignments, communications, scheduling, solar proposals, designs, simulation, contracts and full transaction management.

Users are assigned roles and each role has configurable access settings that make it easy to ensure the right tools are available based off a specific job role.

Explore how SunbaseData can help your sales team close more deals with less effort and faster! 

Main Solar CRM Features

Tools For Lead Management

Lead Capture,
Routing, Scoring &
Auto-Assignment

Configure your lead assignments per territory, availability, or using a specific rotation.  Send appointment setters and sales reps internal app notifications, emails, and/or text messages with new leads or follow up appointments. 

Solar Project Management
Tools For Managing Prospect and customer data

Solar CRM For
Information Management

Have the right fields that you need to be able to capture prospect and customer information when scheduling solar appointments, projects, and necessary tasks.  Track marketing and referral sources to test best producing lead generation campaigns.

Solar CRM
Tools For Booking Appointments

Appointment Setter & Sales Rep Toolbox

When scheduling appointments, have a range of tools available with a click of a mouse to view addresses on a map, determine shade analysis, and even see the estimated value of the home.  Send calendar invites to prospects with a single click.  Automatically sync with Outlook & Google Calendars.

Tools For Developing solar proposals

Solar
Proposal
Software

Produce custom-matched proposals for prospects and customers driven from our solar value analysis tool.  Remotely draw PV arrays on site locations to show system visuals and area capacities.  Include financing programs, payments, & offset adders.

Solar Project Management
Tools For Managing Financing Applications & Programs

Solar
Financing
Tools

Track prospect’s financing applications with specific tools that help you manage details like which lender they applied through,  desired payments, follow up dates, loan status, and any other needed details.  Allow prospects to upload documents directly through their solar client portal.

Tools For Attachment Management

Upload Pictures, Utility Bills, &
PDF Documents

Keep attachments of any photos or PDF documents associated with a particular file.  Take photos directly from the Andriod or IOS application.  Upload image files to site survey forms, proposals, and contracts.

Solar Project Management
Tools For Going Paperless

Auto-Fill & E-Sign
Digital Forms & Contracts

Have digital versions of all your forms, contracts, and documents available from anywhere.  Auto-populate templates with the respective information from each record or project work order.  E-sign. Upon being saved, access files as needed, or email to contacts.

Tools For Sales tracking & Performance management

Dashboards, Leaderboards, & Visual Sales Boards

View real-time performance data across a wide-range of metrics and reporting options.  Use data to understand what is working and what isn’t.  Create public competitions among your sales teams and reps by displaying results.  Track sales with greater visibility, using the drag and drop sales stage board.

Tools For Generating More Solar Leads & Appointments

Solar Tools
For Lead
Generation

Once you’ve established and started building your database of prospects, customers, & contacts there’s an opportunity to generate additional sales from it.  Apply filters to sort who you want to email or SMS text message with promotional marketing too.  Use this to announce or engage referral campaigns.

Tools For door-to-door sales (DTD)

Solar
Canvasser
Software

Grow your business with door-to-door canvassers using the most efficient software available.  Assign territories, track key performance metrics, and auto-capture addresses when you drop a pin to disposition.

Tools For Filtering & Marketing To Your Database

Solar
Database
Marketing

Once you’ve established and started building your database of prospects, customers, & contacts there’s an opportunity to generate additional sales from it.  Apply filters to sort who you want to email or SMS text message with promotional marketing too.  Use this to announce or engage referral campaigns.

Tools For Getting more referrals & Sales

Solar Referral Generation Programs

Give each prospect or customer their own unique affiliate link that they can share with their sphere of influence.  When referrals register, it flags them with the referring party and pushes into the system.  Also, referrals can be entered through the client portal.  

Tools For Using & Reporting Data For Business Insights

Accurate Real-Time
KPI Metrics
Reporting

Manage operations more effectively by shifting from  a “intuitive-approach” to a “data-driven”.  Performance data offers insights into best practices and which processes need to be adjusted.

Are you Losing Solar Deals Because you're missing systems?

Solar Sales Funnel

Keeps All Prospects &
Customers In
One Place

Organize every contact, prospect, & customer into one solar CRM software.

Processes

Utilize The best tools to More Easily close Sales

Industry-specific solar value analysis tools and proposals helps increase conversions.

Training

easy-to-Follow systems make it Simple To Learn, Implement & Use

Simple interfaces, instructional videos, and live support ensure each users success.

Have More Questions About SunbaseData Solar Software?

Schedule A Discovery Call With Us.

See what other solar companies say about SunbaseData..

Once we got Sunbase in place, our sales team immediately experienced a jump in conversions just from the improved tracking. As we used it more, we saw patterns that showed us what gets the best results.

I’ve been in business for 25 years and always used paper, folders, and an office full of filing cabinets.  It’s incredible that technology makes it where I can walk around with everything on my phone.

Finally having the right systems to keep everything managed has been a huge factor in our company’s success.  I’ve personally seen my boss’s mood change from not carrying everything around with him all the time stressed out!

Joseph
Sales & Marketing Director

Walter P.
Owner & Active Manager

Maria K.
Executive Assistant

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