Roof & site inputs
Keep site and roof information connected to the opportunity.
Proposal workflow
From Utility Bill to Commercial Solar Proposal in One Workflow
Keep bill information, project context, analysis inputs and proposal preparation connected to the CRM opportunity.
Bill analysis
Start with the utility bill
- Upload supported utility-bill files for extraction and review.
- Capture account, usage and billing information needed for the sales workflow.
- Keep extracted data connected to the project instead of passing spreadsheets between tools.
Project context
Build the project record
Financial & incentive inputs
Use structured inputs for the financial workflow.
Saved proposals
Maintain proposal versions and project history where supported.
From analysis to follow-up
Keep proposal work inside the sales process
- Carry context from the lead and opportunity into proposal work.
- Save and resume project work rather than starting from scratch.
- Use the CRM for follow-up after a proposal is prepared or delivered.
See Solaro CRM in your sales workflow
Start free or request a demo for your commercial solar team.