
Create Your Account and Set Up Your Company Details
Start by signing up and entering your company details. Our easy-to-follow setup wizard ensures a smooth onboarding process so you can get started right away.

Manage Your Leads
Our platform makes lead management simple. You can either manually add leads or easily import them from Google Sheets to keep everything organized in one place.

Design Custom Solar Roof Layouts in Real-Time
With SolarHubCRM’s built-in solar panel design editor, you can create custom roof layouts for your clients without the need for additional software.

Send Personalized Proposals and Quotes
Once you’ve designed your solar layout and reviewed the project, you can create and send proposals and quotes directly from the platform.

Generate and Manage Invoices
SolarHubCRM allows you to generate and track invoices for your clients, making financial management easy and transparent.

Collaborate with Your Team
Manage your team effectively by assigning tasks, tracking progress, and ensuring smooth operations across all departments.
Get Started Now
Experience the future of sales management with our AI Agent powered by CRM.io. Simplify your workflow, enhance productivity, and focus on what truly matters – building relationships and closing deals. Contact us today to learn more about integrating the A
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