Done-for-you Sales Funnel — Leads and appointments direct to your inbox. Automated Appointment Booking — Let our system turn ordinary leads into booked appointments. Real-time Heatmaps — Map the performance of your campaigns, sales reps, geolocations and more. Prospect Management — Extensive tools for managing relationships with your homeowners. Utility Bill Upload Portal — Send link to prospects for easy utility bill capture. Calendar Booking Portal — Send link to prospects for easy appointment setup. Document Manager — Stay organized with all docs in one place for each homeowner. Appointment Manager — View, set and update upcoming appointments. Full sync with Google Calendar. Task Manager — Don't let a single lead slip throught the cracks. Activity Log — See all past actions taken on a given prospect in one snapshot. Satellite view — We import a zoomed in picture of every prospect's roof. Facebook Ads Integration — Import all of your FB metrics and merge them into your reporting and analytics. Google Calendar integration — Connect sales reps calendars to Solar CRM for two-way sync. Zapier integration — No-code connections with thousands of apps. Twilio Integration — Enterprise-level telocommunications. NREL (National Renewable Energy Laboratory) Integration — Instant solar energy data for each homeowner. Solar CRM REST API — Get your information in and out of Solar CRM programmatically. Inbound Lead Posts — Posts leads into your campaigns from any source. Native SMS Real-time Chat — Chat with your prospects directly from their record view in Solar CRM. Native Voice Calling — Call your homeowners with one click. Call Recordings — Sales managers can listen to and critique phone calls. Custom Pipeline Stages — Sales milestones to fit your own unique business processes. Account Switcher — Running multiple instances? Switch between them with one click. Platform Alerts — Get instant alerts for urgent matters requiring your attention. SMS Lead Alerts — Both reps and managers can get text-message alerts for new leads. Dashboard — Your entire business in one view: Leads, appointments, messages, tasks, leaderboards and more. Revenue projections — Weighted pipeline revenue estimates... know how much you are going to bring in. Campaigns — Manage and measure individual sales and marketing campaigns. Stale Lead Alerts — You will be alerted the moment a lead is overdue to be worked. Communications Suite — Text messaging, voice calls and video conferencing. White Labeled Sales Funnels — Customize our top-performing funnel with your own domain name, text, images, colors and logo. Custom Booking Policies — Set batting order, appointment buffer and duration, timezones and more. Timezone Control — Marketing and selling across timezones can get tricky. You get finite control over timezones across the platform. Outbound Lead Posts — Easily post your leads out to anywhere you choose. Reporting Suite — Get actionable insights with one-click reports. Roles Access — Granular control over who can see and do what in your instance. User Management — Manage your staff's access to Solar CRM. Easy account setup for new employees. Knowledge Base and Help Center — Help and guidance at your fingertips.