Sales Pipeline / CRM
Leads come in, get worked, and either sell or don't — and SolarProjeX tracks every stage of it without becoming a second system your reps have to update by hand. Follow-ups are drafted for you, a sold demo converts to a customer on its own, and the pipeline report is honest about who actually gets credit for what.
Every morning, SolarProjeX looks at every lead nobody's touched recently and raises a follow-up step — seven of them, at 3, 7, 14, 21, 30, 45 and 60 days since the last contact — with a message already drafted from what that person said they were interested in. Nothing sends automatically: your rep reads it, edits it until it sounds like them, and presses send themselves, by text or email. The step records what actually happened and restarts the clock from there.
A sold demo converts to a customer on its own — no separate data entry. A lead that turns out to be service work instead gets a one-click convert once it's handed to the service desk, matched by phone or email only, never by name alone, so two people who share a last name never get filed against the same account by mistake. Every document already on the lead — utility bills, photos, a signed proposal — moves with it automatically.
Writing a deal captures the job type, contract amount, and lead source, then splits into two honest views: Sales tracks the operational stage, permit status, and install date; Collections tracks the money — contract, deposit, collected, balance, cleared or still due. Taking a deposit reuses the same invoice and pay-link machinery as the rest of SolarProjeX, so there's no separate payment path to keep straight.
The pipeline report doesn't pretend one person's row is their whole funnel. Credit follows the actual stage — whoever owns the contact gets credited for Call→Appointment, whoever booked it gets Sit rate, whoever sat the demo gets Close rate — so a lead that changed hands mid-pipeline shows the real people responsible for each step, not whoever happens to own it today.
How it works
A quiet lead gets a drafted check-in automatically. Your rep edits and sends it — nothing goes out on its own.
A sold demo becomes a customer automatically. A service hand-off converts in one click, matched on phone or email only.
Deals split the operational stage from collections, so a projected install date never gets mistaken for cleared money.
The pipeline report attributes each stage to whoever really worked it, not whoever owns the lead today.
No — the daily sweep only drafts a message and raises a task. A person has to read it, edit it, and press send every time. Nothing is ever sent to a lead automatically.
It converts to a customer automatically — no separate data entry required.
No — conversion matches only on phone or email, never on name alone. A name-only match always creates a new customer record rather than risk filing someone against the wrong account.
Sales follows the operational stage — permit status, scheduled or projected install date. Collections follows only the money — contract, deposit, collected, balance. They answer different questions and are tracked separately on purpose.
By stage, not by current ownership. Whoever owns the contact is credited for Call→Appointment, whoever booked the appointment gets the sit rate, and whoever sat the demo gets the close rate — so a lead that changed hands mid-pipeline shows the real people responsible for each part.
One platform from the first lead to the last warranty claim. Every capability below is part of it.
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