Follow-up discipline
Activities and tasks keep upcoming work visible.
Sales pipeline
See Every Commercial Solar Opportunity From Lead to Close
Give reps a clear next step and give managers a roll-up view of what is moving, stalled or ready for attention.
Opportunity management
A pipeline shaped for longer commercial sales cycles
- Track opportunities through structured stages instead of a generic open/closed list.
- Keep contacts, activities, tasks and documents connected to the opportunity.
- Use per-rep views for individual execution and roll-up views for management.
Execution
Keep the next action visible
Opportunity context
Lead history travels with the opportunity instead of being recreated.
Manager oversight
Directors can review the pipeline for the team they manage.
One workflow
Connect pipeline to the rest of the CRM
- Lead management feeds qualified opportunities into the pipeline.
- Proposal and bill-analysis work can stay connected to the project.
- Calendar and activity history help explain what happened and what comes next.
See Solaro CRM in your sales workflow
Start free or request a demo for your commercial solar team.