CRM & Sales
Visual pipeline management, automated follow-ups, and lead scoring to turn enquiries into signed solar contracts.
Visual Customer Pipeline
See every prospect's journey at a glance with a drag-and-drop kanban board built for solar sales workflows. Customizable stages mirror your actual sales process — from first enquiry through site survey to signed contract — so nothing falls through the cracks.
- Customizable stages: New Lead → Contacted → Site Survey → Contracted
- Drag-and-drop cards between stages
- See lead scores and days-in-stage at a glance
- Filter by source, score, or assigned sales rep
Lead Readiness Scoring
Every lead is automatically scored based on qualification signals gathered during their conversations. Property ownership, roof type, energy bills, and engagement level combine into a single readiness number — so your team knows exactly who to call first.
- Scores based on property ownership, roof type, energy usage, and engagement
- Color-coded Hot / Warm / Cold classifications
- Automatic re-scoring as conversations progress
- Export scored lead lists for targeted campaigns
Automated Follow-up Sequences
Set up multi-step nurture sequences that keep your company top-of-mind without manual effort. Pre-built templates handle common scenarios — welcome emails, check-ins, and seasonal offers — timed perfectly to maximize response rates.
- Pre-built templates for common solar sales scenarios
- Customizable timing: Day 1 welcome, Day 3 follow-up, Day 7 seasonal offer
- Track open rates and response rates
- Automatic stop when customer responds or signs
Ready to grow your business?
Get a personalized walkthrough and see how SolarBud fits your operation.