Solar Sales CRM Development

Lead capture from web forms, referral partners, door-to-door canvassing apps, and paid advertising channels, all routed into a unified pipeline. Solar marketplace platforms including EnergySage and SolarReviews deliver lead data via webhook or API, so leads flow directly into the CRM without a rep manually copying contact details from an email notification. Lead source tracking for every contact so conversion rates can be measured by channel -- EnergySage leads converting at a different rate than door-to-door leads is a finding the system surfaces without manual analysis. Pipeline stages configured to match your sales process: inquiry, site assessment scheduled, proposal sent, financing approved, contract signed, handed to installation. Follow-up task automation: a lead with no activity in three days triggers a reminder, and a rep who has not logged a call within five days gets a flag from the sales manager dashboard. Assigned rep notification for new leads from high-priority sources. Territory management for sales rep assignment -- leads are routed by ZIP code or service territory so they reach the right rep automatically, and territory boundaries can be redrawn when team structure changes. Lead reassignment when a rep leaves or a territory changes, with full history preserved. Duplicate detection on phone number and address to prevent the same homeowner being worked by two reps at the same time.

Savings estimate calculated from the customer's current monthly utility bill, the utility's rate schedule, a configured annual rate escalation assumption, the proposed system size, and the site's expected production using solar irradiance data for the address. Utility bill analysis uses OCR extraction -- the customer uploads their bill as a PDF, and the system reads the kWh usage and tariff data directly, removing the manual re-entry step and reducing data entry errors on high-volume proposal days. Aurora Solar and OpenSolar provide API integrations for shading analysis and precise system sizing: the roof geometry, azimuth, and pitch are used to model actual production per string, and the output feeds into the savings calculation rather than using a flat irradiance estimate. Output: projected annual production in kWh, year-one savings in dollars, 25-year cumulative savings, and simple payback period with and without the federal investment tax credit. Estimate generated inside the lead record and formatted into a branded proposal document with system diagram, production chart, and savings table. Proposal PDF generated in one click and stored against the lead for audit purposes. Estimate assumptions -- rate, escalation percentage, system losses, degradation rate -- are editable by the rep for custom scenarios without changing the default company settings, and each assumption is documented in the stored proposal so disputes about the original numbers can be resolved from the record.

Financing options configured in the system -- loan terms from your lending partners, lease structures, and PPA rates -- so reps present accurate numbers without calling the finance desk. Side-by-side comparison of purchase, loan, lease, and PPA showing monthly payment, year-one savings, and 25-year net benefit for each. The calculator applies net present value (NPV) and internal rate of return (IRR) logic to each financing scenario so the rep can present the financial case in the terms a homeowner or business owner actually evaluates: how much does this cost me over time versus what I'd pay to the utility? Federal investment tax credit applied to purchase and loan scenarios automatically. State and utility incentives -- net metering credits, state rebates, PACE financing eligibility -- configured by service territory and applied to the comparison without the rep needing to look them up. Financing application submission for integrated lending partners where the rep initiates the credit check from within the CRM lead record. Approved terms are stored against the lead and flow into the contract automatically. Financing approval status tracked with automated follow-up if the application stalls beyond a configurable number of days. When a lender updates its rates or dealer fee structure, the configuration update cascades to all new proposals immediately, and any pending proposals with the old terms are flagged for rep review before they are sent.

Contract generation from the signed proposal with customer details, system specifications, financing terms, installation address, and warranty terms populated automatically -- no re-entry. DocuSign integration for e-signature so the contract is sent, tracked, and executed without the customer needing to print, scan, or mail anything. Contract status tracked in real time against the lead record: sent, delivered, viewed, signed, or expired. The sales rep sees envelope status without leaving the CRM, and the customer receives the DocuSign email within seconds of the rep clicking send. Follow-up automation triggers when a contract has been sent but not signed within a configured number of days -- a reminder email to the customer and a task for the rep without manual scheduling. Signed contract PDF stored against the customer record with a timestamp, event log, and signer IP for compliance. Installer rating and availability is checked at contract signature time to route the confirmed project to an available crew for the installation window the customer selected, so the sales-to-operations handoff is not a bottleneck. Change order management for scope changes after the initial contract is signed, with a new DocuSign envelope generated and customer re-signature required before any scope change takes effect.

Closed contracts trigger an automatic handoff to the installation management system -- customer name, address, system specifications, roof data from the site assessment, financing structure, and signed contract documents transferred without any manual step. The operations team receives the full project package the moment DocuSign confirms the contract is signed, not when the sales rep remembers to forward the email. The handoff package includes the site survey notes, the Aurora Solar or OpenSolar system design file, the financing approval confirmation, the utility interconnection requirements, and any notes the rep captured during the site assessment. Salesforce or HubSpot integration is available for teams that already manage their post-sale account activity in one of those platforms -- the CRM writes the closed-won record to Salesforce or HubSpot automatically, so the account management team has the project data without a second tool. Handoff confirmation logged against the CRM record so the sales rep knows the installation team has received the project. Bi-directional status updates: as the installation progresses, the sales rep's CRM record updates to show current milestone -- permit submitted, installation scheduled, energisation complete. Customer record in the CRM becomes the account record for the life of the relationship, covering future service, warranty, and referral activity, not just the initial sale.

Lead volume by source and period with cost-per-lead where ad spend data is connected. Conversion rates at each pipeline stage -- lead to assessment, assessment to proposal, proposal to contract -- broken down by rep, territory, and lead source. Average deal size and time from lead to signed contract by rep and by financing type. Proposal accuracy reporting compares the estimated annual production from the Aurora Solar or OpenSolar model against the actual meter readings after six months of operation, so the company can assess whether the production assumptions used in proposals are conservative, accurate, or optimistic and adjust the model accordingly. Pipeline value report showing the aggregate contract value in each stage, the weighted expected close rate per stage, and the projected revenue for the quarter. Territory performance view shows which service areas produce the highest close rates and which have the longest time-to-close, informing decisions about territory sizing and rep assignment. Rep performance dashboard for sales managers shows individual conversion rates at each stage, pipeline volume, average contract value, and average time from lead to signed contract, updated in real time without the manager needing to pull a weekly report.