Solar Business Snapshot

Here is what is in the Snapshot: Complete CRM solution specifically designed for solar installation companies and solar energy professionals.

Three Integrated Sales Pipelines:

• Lead Tracking Pipeline (Pre-Sale) - Track potential solar customers from first contact through qualification

• Solar Project Development Pipeline (Sale) - Manage projects from contract signing through installation

• Maintenance & Monitoring Pipeline (Post-Sale) - Handle ongoing system maintenance, performance monitoring, and referrals

Marketing and Lead Generation Features:

• Solar Quote Request Funnel

• Solar Booking Campaign Marketing Funnel

• Professional Solar Consultation Calendar Funnels

• Solar ROI Calculator Landing Page

• Social Media Link Tree Funnel with solar-specific offers

Appointment Management System:

• Five Integrated Calendars:

  1. Initial Solar Consultation Calendar

  2. Home Solar Assessment Calendar

  3. Solar Installation Kickoff Calendar

  4. System Maintenance Visit Calendar

  5. Performance Review Calendar

Comprehensive Communication Tools:

• Pre-written Email Templates including solar savings estimates, installation timelines, and tax credit information

• SMS Templates for installation updates and system performance notifications

• Customizable Solar Assessment Forms and System Design Questionnaires

Solar-Specific Automation Features:

• 25+ Pre-built Workflows including:

  1. Solar Incentive Application Tracking

  2. Permit Acquisition Automation

  3. Utility Interconnection Process Management

  4. Installation Team Scheduling

  5. Post-Installation System Monitoring Alerts

This Solar Business In-A-Box solution can be implemented within 24-48 hours and is designed to help solar companies increase conversion rates by up to 35% while saving 15-20 hours per week on administrative tasks.