Solar Sales CRM

Keep sales context attached to the solar project operations must deliver.

Connect inquiry, qualification, appointments, proposal follow-up, and the reviewed handoff in one sales record shaped around your current workflow.

Book an assessment Explore CRM workflows
  • Lead ownership
  • Qualification evidence
  • Operations acceptance
Sales workspaceIllustrative workflow
OpportunityMaple Street solar
Qualification review

Customer and site

Source
Homeowner referral
Service area
North territory
Utility bill
Requested
Owner
A. Rivera

Next action

Confirm bill and roof contextOwner: A. Rivera
InquiryQualifyAppointmentProposal
Identity reviewed Territory eligible Review needed

One connected sequence

Make every sales stage answer a real operating question.

A stage is useful when the owner, evidence, next action, and release decision are visible to the people who depend on it.

  1. 01Inquiry
  2. 02Qualification
  3. 03Appointment
  4. 04Proposal
  5. 05Decision
  6. 06Operations acceptance

Operational contrast

A connected record changes what the next team can see.

When sales context is fragmented

Inquiry, appointment, and proposal context can become separated across the sales process.

Operations may need to reassemble commercial, customer, and site context before accepting a project.

With a configured Solar1 workflow

Source, qualification, next action, and handoff decisions remain visible with the sales record.

A reviewed handoff carries the records and acceptance decision needed for delivery planning.

Three focused workflows

Start with the sales decision that loses the most context today.

Each workflow has its own records, exception paths, and handoff decision. Open a page to inspect the operational detail.

01 / CRM workflow

Lead management

Structure intake around source, consent, customer identity, site address, service territory, owner, and a visible next action.

Explore lead management
02 / CRM workflow

Qualification and appointments

Make qualification a reviewable snapshot and give every scheduled visit a purpose, outcome, and next decision.

Explore qualification and appointments
03 / CRM workflow

Deal pipeline and follow-up

Turn pipeline stages into decisions backed by evidence, owners, and a dated next action rather than labels on a board.

Explore deal pipeline and follow-up

Sales to operations

A won deal still needs an accepted delivery handoff.

Solar1 keeps the handoff review explicit, so operations can accept the records it needs or return the deal with a clear reason.

See the lead-to-project workflow
  1. 01Customer and site context
  2. 02Proposal package
  3. 03Commercial readiness checks
  4. 04Handoff checklist
  5. 05Operations acceptance decisionAccept or return

Questions teams ask

Define the CRM boundary before replacing a tool.

Can Solar1 replace our current solar CRM?

The assessment maps your current records, sales stages, and handoffs before a replacement or phased migration is recommended.

How are duplicate inquiries handled?

Identity, address, and active-opportunity review rules can be defined so a team decides when records should be linked or kept separate.

Does every signed deal become a project?

No. Your readiness policy should identify the commercial, site, finance, and document checks required before operations accepts a handoff.

Workflow assessment

Map the sales record your delivery team can actually use.

Bring your current lead sources, stages, qualification questions, exception paths, and handoff requirements.
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