Use our built-in CRM to manage your customers and business. Or, if you love the CRM you’re using today, you can connect it with OpenSolar via our API.
- Manage all of your leads, contacts, and projects in one place
- Efficiently organise and update projects with flexible views and filters
- Digital calendars and scheduling to connect seamlessly with customers and team members
- Manage projects, tasks, and team members efficiently with tailored assignment and permissions features
- Complete digital contracting, e-signature, and payment processing solution
Nobody knows how to run your business better than you do. So we’ve designed a flexible CRM that you can make your own to grow your business profitably.
- Set custom pricing schemes, profit margins, and payment options that work best for you
- Totally white labeled experience – embed your own branding, systems, content, collateral directly within OpenSolar
- Centralized repository for all project-related files and notes
- Create your desired workflows and project tracking with custom project management functionality
