The CRM for solar companies

Run your solar companyfrom one app.

Sales, customers, projects, and operations, all in one place. Your sales team, your office, and your crews work from the same records, and homeowners can follow their project.

How it works

One record,from the first lead to the finished install.

A lead keeps its full history as it becomes an appointment, a deal, and an installed system.

  1. Lead

    Leads come in from the door, your web form, or the office. Each one starts its own record.

  2. Appointment

    Pick an open slot on your team's calendar. The homeowner gets a confirmation and a reminder.

  3. Deal

    Sign the deal and move it through survey, design, and permits. Every step lands on its timeline.

  4. Install

    Book the install day with your crew. The homeowner follows each step on their own page.

Product

Everything the team touches,on the phone and at the desk.

Solar 360 runs just as well on a phone in the field as on a desktop in the office.

Field map

Parcel lines, knock history, and territories on one map. One tap logs a knock, also offline.

Leads and sits

Each lead keeps its notes, its sits, and its status. Sits go into the free slots of your sales reps.

Pipeline

Board, list, and grid views of every deal. Each deal shows the gate that holds it: NTP, permit, or interconnection.

Commissions

Commissions are tracked with each deal and update as it moves to install. Each rep sees their own.

Chat and alerts

Team channels, direct messages, and a room for each project. Push and email alerts when something needs you.

Arena and training

Leaderboards, badges, and contests for the floor. Training tracks with graded tests, and reports for each team.

In the field

Built for the doorstep,and for streets with no signal.

Your reps keep knocking on streets with no signal. Each knock saves on the phone and syncs by itself when the phone is back online.

  • Parcel lines

    Outlines and owner details from public records, where they are available.

  • Ten results

    Sold, appointment set, not home, do not knock, and six more. One tap each.

  • Door checks

    Each knock records where it happened and how far it was from the door.

  • Territories

    Draw the areas on the map and assign each one to a rep.

Roles

Each person sees their own work,from the field to the office.

Access follows the role. Each person gets the records they need for their job, and no more.

  • Sales rep

    Knocks doors, books appointments, and signs deals. Sees their own leads, deals, and commissions.

  • Manager

    Leads a team. Sees the team's leads, appointments, and deals, with reports to coach it.

  • Operations

    Runs each project after the sale and gives the jobs to the crews. Sees every project, but no money.

  • Owner

    Runs the company. Sets up the teams, invites people, and manages the account.

An admin helps the owner with the settings, the members, and payroll. Billing stays with the owner.

Outside the team

  • Crews

    Contractors get their own portal: their jobs, their install days, and their costs.

  • Homeowners

    Homeowners follow their project and send messages to the team from one page.

Pricing

Pricing that fits your company.Let's talk.

Book a demo to see Solar 360 at work, or send us your questions. We'll talk through how your company runs.

How to start

  • Book a demoA walk through the app, from the first lead to the install
  • Ask your questionsSetup, pricing, or anything else
  • Get your accountWe set up your company account

Bring the whole teaminto one app.

Book a demo, or log in if your company already uses Solar 360.

Contact

Book a demo

Tell us a little about your company. We'll reach out to set up a time.

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Prefer email? hello@solar360.io