Skip to content
Solar CRM
Solar CRM
  • Home
  • Resources
    • User Guides
    • Ebooks
    • Proposal Templates
    • Privacy Policy
  • Demo
  • Blog
  • Sign Up
  • Log In
Solar CRM
  • Home
  • Resources
    • User Guides
    • Ebooks
    • Proposal Templates
    • Privacy Policy
  • Demo
  • Blog
  • Sign Up
  • Log In
betterdocs-category-icon

Setting up solar CRM app

1
  • Getting started with Solar CRM
Explore More
betterdocs-category-icon

Create and manage leads

3
  • Create New Lead From Solar CRM dashboard
  • Delegating leads in Solar CRM app
  • Edit lead details
Explore More
betterdocs-category-icon

Manage sales process

5
  • Status update, next action and reminder
  • Capture and manage site survey data
  • Manage engineering design
  • Tracking a lead on central dashboard
  • Timeline – Tracking lead details
Explore More
betterdocs-category-icon

Set up commercial and create proposals

2
  • Set up commercials
  • Create and manage proposals
Explore More
betterdocs-category-icon

CRM settings and admin

2
  • Manage subscription
  • Manage your solar CRM: Add/Remove users
Explore More

Demo & Support

303 800 4417

Email Support

[email protected]

Products

Solar CRM

Project Management

Lead Generation & Nurture

Resources

User Guides

Ebooks

Proposal Templates

Blogs

Demo & Support

Contact Us

Request For Demo

Partnerships

Privacy Policy

2025 powered by Fuzen.io

  • Home
  • Resources
    • User Guides
    • Ebooks
    • Proposal Templates
    • Privacy Policy
  • Demo
  • Blog
  • Sign Up
  • Log In