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CRM & Sales Automation Software for Solar Installers & Developers
Standardize your customer service and sales processes with powerful workflow automations features.
Benefits of SolarSuccess CRM & Sales Automation Software for Solar Contractors
From sending automated emails and notifications to updating customer records, our Customer Relationship Management (CRM) & Sales Automation features will help you streamline your operations and improve efficiency.
With the SolarSuccess CRM & Sales Automation features, you’ll be able to automate processes, update customer records quickly, build custom workflows with our easy-to-use interface, and streamline your sales operations for improved efficiency.
SolarSuccess CRM & Sales Automation Feature Showcase
Salesforce
Automation
With a powerful salesforce automation engine, SolarSuccess helps businesses to increase win rates, maximize profits and close more opportunities.
Configure Price
Quote
Streamline data entry by integrating your Solar Proposal and CPQ software with your ERP. Create and send quotes quickly based on any configuration.
Simple
Scheduling
Keep track of meetings, appointments and other events with sophisticated scheduling tools that integrate with your work calendar.
Marketing
Automation
Increase leads and sales performance with SolarSuccess marketing automation for solar installation companies.
Customer Relationship Management
SolarSuccess helps you manage your customer relationships and complex sales cycles to increase sales.
Customer Service Management
Manage all your customer service conversations, including support cases and other customer interactions in a single application.
Tender Response Management
Automate tender response management and track progress as your opportunities track through the sales cycle including question responses, price lists, vendor data and supplier information.
Supplier Relationship Management
SolarSuccess makes it easy to manage, maintain and improve your relationship with suppliers by centralizing communications and giving your team access to historical interactions.
Profit by Lead Source Visibility
Get complete visibility into your projects profitability by lead source to make better decisions around marketing and sales activities.
Kanban
Boards
Quickly see where each opportunity stands across the full spectrum of your lead management and sales cycle.
Field Photos and Checklists
Empower your sales reps with the ability to upload photos and completed checklists to the platform while on site with clients or prospects.
Docusign Integration with Project Data
Make contract creation and sign off easier than ever with the SolarSuccess deep integration with DocuSign.
Download the SolarSuccess Product Brochure
Explore Our Solar Industry Resources
Explore the SolarSuccess Modules
SolarSuccess software is a cloud ERP, CRM, and project management system for the solar industry. We’re powered by NetSuite, the world’s leading cloud Business Management Platform built with modern scalable technologies.
Learn more about Blu Banyan's dedication to revolutionizing the Solar Industry
