Manual Entry or Bulk Import
Whether you’re adding leads manually or importing them from Google Sheets, SolarHubCRM ensures a smooth data transfer.
Lead Segmentation
Organize your leads based on various factors such as status, lead source, or priority level. This segmentation makes it easier to follow up and convert leads into clients.
Follow-Up Reminders
Set automated reminders and alerts to make sure that no lead falls through the cracks. With SolarHubCRM, you’ll never miss a follow-up
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Tailored Proposals
Create custom proposals with pricing information, payment options, and project timelines. Each proposal can include your solar roof design and estimated costs.
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Multiple Quote Options
Offer clients a variety of payment plans or system configurations, helping them choose the best solution for their needs.
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Instant Proposal Delivery
Send proposals directly to clients via email, ensuring a quick and professional delivery.
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Schedule consultations, site assessments, and follow-up meetings directly within SolarHubCRM
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Sync meetings with your team calendar to ensure availability and avoid double bookings.
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Clients and team members receive automated meeting reminders, ensuring that everyone stays on schedule
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Role-Based Access
Assign roles and permissions to team members to control access to sensitive data and features.
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Task Assignment
Assign tasks to your team and track their progress to ensure deadlines are met.
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Internal Communication
SolarHubCRM’s messaging system enables easy communication between team members, making it simple to share updates and discuss important project details.
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Performance Tracking
Monitor your team’s performance and identify areas for improvement with SolarHubCRM’s team management tools.
Monitor the progress of each project to ensure that it stays on track and within budget.
View detailed reports on invoices, payments, and overall financial health.
Measure the performance of your team members and identify areas for improvement.
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Track the success of your lead generation efforts and measure your conversion rates.
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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