Solaro CRM

Lead management

Manage Every Commercial Solar Lead From First Contact to Close

Capture, organize, research and follow up on commercial solar prospects without losing ownership, history or the next action.

Manage Every Commercial Solar Lead From First Contact to Close

Capture

Capture leads from the office or the field

  • Create leads manually or through reviewed CSV imports.
  • Capture business cards and signboards from the field.
  • Use folders, groups and saved workspaces to organize large lead sets.

Control

Make ownership obvious

My leads

Keep each rep focused on the records they own.

Shared leads

Share accounts and history with teammates when collaboration is needed.

Organization visibility

Give authorized managers visibility appropriate to their role.

Intelligence

Research before you reach out

  • Use Solaro AI to help research companies and prepare first-pass intelligence.
  • Keep research, notes, activities and follow-up context connected to the lead.
  • Move qualified prospects into the sales pipeline without rebuilding the record.

See Solaro CRM in your sales workflow

Start free or request a demo for your commercial solar team.