Managing leads effectively is the core of any successful solar business. SolarHubCRM provides a robust lead management system that helps you track, nurture, and convert leads into loyal customers.

• Seamless Lead Import: Easily import leads from Google Sheets or manually add them to the system.

• Lead Segmentation: Classify leads based on their source, status, or potential, and organize them for more targeted communication.

• Custom Fields: Tailor your lead data collection with custom fields specific to your business needs.

• Automated Follow-Ups: Set reminders and alerts to ensure no lead is forgotten, and follow-ups are timely.

• Lead Scoring: Automatically prioritize leads based on their engagement and readiness to convert.

Creating accurate and professional proposals and quotes can be time-consuming, but with SolarHubCRM, it’s simple. The platform allows you to generate detailed, customized proposals that include your solar roof design, the cost of the system, and various financing options. SolarHubCRM offers customizable proposal templates that you can tailor to your brand’s unique style. Once a proposal is created, it can be instantly sent to the client via email. The system also supports multiple quote formats, giving clients different pricing options or payment plans. Whether you’re dealing with large commercial projects or residential installations, SolarHubCRM ensures that your proposals are comprehensive and look professional, making it easier for clients to say “yes.”

Scheduling meetings with clients and team members is a breeze with SolarHubCRM’s integrated calendar and meeting scheduling system. The platform allows you to set up different types of meetings, such as consultations, site surveys, and follow-up calls. You can send out invitations, set reminders, and easily sync your meetings with your personal or team calendar. Whether you’re working with clients remotely or on-site, you’ll always be able to keep track of your appointments and avoid double bookings. Automated notifications ensure that all participants are reminded of upcoming meetings, helping you stay organized and efficient.

Whether you have a small team or a large organization, SolarHubCRM helps you manage your team members and streamline collaboration. Assign tasks, track performance, and ensure smooth operations across all departments.

• User Roles and Permissions: Assign specific roles and permissions to your team members based on their responsibilities and access needs.

• Task Assignment: Create tasks for your team, track progress, and ensure deadlines are met.

• Internal Messaging: Keep communication open between team members with built-in messaging for project updates or questions.

• Team Performance Insights: Monitor team performance through reports and analytics, identifying areas for improvement and success.

• Collaboration on Leads: Allow multiple team members to collaborate on the same leads, ensuring that no lead is left behind.