Project Management CRM
Manage solar projects, team actions, and schedules in one place.
What is Project Management CRM?
Project Management CRM helps you manage customers and solar projects from pre-sale through installation.
Use Project Management CRM to:
- Keep each project’s details, documents, and activity together
- View projects in table or Kanban view
- Filter projects and save custom views
- Assign actions and set due dates
- Schedule site visits, installs, and other work
- Move projects through each workflow stage
Why Pros choose Project Management CRM
Keep customer details, workflow stages, actions, notes, documents, and project activity together as the job moves forward.
Assign actions, set due dates, and see upcoming or overdue work across your team.
Group schedules by team member or project, filter what you need to see, and sync assigned events with Google Calendar or Outlook.
What comes with Project Management CRM?
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Projects and customer management
Keep customer details, team assignments, tags, site information, and project progress together. Find projects quickly with search, filters, table or Kanban views, and saved views.
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Custom workflows and stages
Create workflows with the stages and actions that match how your team manages projects, then move each project through the right process.
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Action management
Assign actions, set due dates, and see upcoming or overdue work in the Activity Center. Auto-assign actions by project role or team member.
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Calendar and Scheduling
Create project-linked events for site visits, installs, maintenance, and other work. View schedules by team member or project and sync events with Google Calendar or Outlook.
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Documents and project activity
Upload, organize, merge, and send project documents. Keep notes and project activity with the rest of the project record.
How it works
Create workflows, stages, actions, roles, and permissions that match how your team runs projects.
Update project stages, assign actions, schedule events, add notes, and keep documents with the project as work progresses.
Use Projects, the Activity Center, Calendar, and Schedule views to check project progress, upcoming work, deadlines, and team schedules.
What the Pros have to say
FAQs
Manage customer and project details, workflows and stages, team actions, schedules, documents, notes, and project activity. You can also search and filter projects and switch between table and Kanban views.
Yes. Create multiple workflows, customize their stages and actions, and apply different workflows to different projects. You can update the workflow as your process changes.
Yes. Assign actions to team members, set due dates, and see assigned work in the Activity Center. You can also set workflows to automatically assign actions by project role or to a specific team member.
Yes. Create events linked to projects and view scheduled work across team members or projects. Use month, week, day, and list calendar views, or the Schedule view for a timeline of upcoming work.
Yes. Assigned events can sync between OpenSolar and Google Calendar or Outlook. Each team member connects their own calendar.
Yes. If you already have a CRM that works for your business, use the OpenSolar API to connect OpenSolar data with your existing system.
