Kanban pipeline, lead management, team assignment, and activity tracking — built specifically for solar installation companies.
Drag deals from "Lead" through Qualified, Proposal, and Negotiation to Won or Lost. Every stage is visible at a glance — and you can rename, reorder, or add stages in Settings.
Every lead has a complete profile: contact info, site details, all notes, all messages, all appointments, and the full activity history — accessible in one click from any stage.
Configurable stages from first contact to installation. Visual progress tracking for every lead.
Assign leads to sales reps, set territories, and track individual performance from one dashboard.
Schedule site visits and consultations directly inside the CRM. Automatic reminders via WhatsApp.
Real-time feed of every action across the team. See calls, messages, and status changes as they happen.
Attach roof photos, contracts, and permits directly to leads. Everything in one place.
Conversion rates, revenue forecast, and team leaderboard — always live, no exports needed.
Book a free 30-minute demo and we'll walk through the full pipeline together.
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