Features > Built-in CRM
Great designs and proposals work better connected to a CRM
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.
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Manage all of your leads, contacts, and projects in one place
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One-click call, message or email your contacts
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Digital calendars and scheduling to connect seamlessly with customers and team members
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Manage projects, tasks, and team members efficiently with tailored assignment and permissions features
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Complete digital contracting, e-signature, and payment processing solution
Streamline your business operation and workflows your way
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.
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Set custom pricing schemes, profit margins, and payment options that work best for you
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Totally white labeled experience - embed your own branding, systems, content, collateral directly within OpenSolar
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Centralized repository for all project-related files and notes
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Create your desired workflows and project tracking with custom project management functionality
What our Pros have to say
Jessa | Solaria | Seattle, USA
“For many of our installers, they're looking for a really simple, end-to-end workflow. So one of the main reasons we recommend OpenSolar to them is because there's a fully featured, built-in CRM with lead importing, team collaboration tools and super easy access to designs and proposals. When we tell our installers it's all free, they don't believe us at first!”