From Lead to Installation
Track · It · All
Inspired by and Built for Solar Companies

This Solar Sales Software WILL Automate and Scale Your business

Let us show you how…

1) Geolocation Management

Instantly see which of your prospects are not home, not interested, already have solar, are renting, need a new roof, or want you to come back later.

Canvassers can add a new lead in seconds from their mobile device and have it instantly update across all platforms, eliminating the need for multiple re-entry of data.

2) Scheduler

Canvassers can quickly schedule appointments when setting up a new lead, using our intuitive Scheduling Management System. Or, all appointments can be managed by a Scheduler position. We even offer overbook options if that’s what you’re into.

3) Quick Proposal System

Why aren’t Solar Sales Proposals simple to create? How long do you wait for proposals right now? If a proposal could be generated in a matter of seconds could it help hasten your sales process? Our quick proposal solution is so simple, it may just be the catalyst to propel your company into the stratosphere.

4) Integrated CRM

Take Customer Relationship Management to a new level with complete real-time client and project data. Save time, money, and extra staff while eliminating human error. Get driving direction, add custom fields, track history, add notes, complete milestones, sign documents, etc…

5) E-Signatures

Sign documents right from Solar Sales Tracker. Create PDF’s and send them to the appropriate parties. Review, Edit & Send docs securely to your customer…

6) Milestones

Your unique way of doing business can be automated using our customizable Milestone system. If you can automate, you can scale without any deals falling through the cracks.

7) Secure Customer Portal

The Secure Customer Portal is a big step for customer retention. Once logged in, your customer can see the status of their project via Milestones and stay in-the-know at all times. Customers can remotely sign documents and store them for their use.

8) Virtual Whiteboard

What if you could ditch the Excel Spreadsheets and still keep track of every deal in real time. What if you got an alert the moment a deal started to fall behind? How would that impact the way you run your team or your business? The Virtual Whiteboard is a Game Changer in the Industry, it’s your entire business at a glance.

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