Lead and account management
Look for clear ownership, import controls, sharing, activity history and a clean transition from lead to opportunity.
Pipeline and follow-up
The CRM should make stage, next action, tasks and stalled opportunities visible to reps and appropriate managers.
Territory and field prospecting
Commercial solar teams often need geographic prospecting, business discovery and a way to capture field observations into the CRM.
Solar-specific project workflow
Utility-bill intake, project inputs and proposal workflows should connect to the sales record instead of living in unrelated tools.
Role-based team structure
Owners, directors and reps should not all see the same thing. Access should reflect organizational responsibility.
AI with guardrails
AI should accelerate research, drafting and document assistance while preserving user control, permissions and verified calculations.