CRM & Project Management

Simple Solar CRM with Powerful Collaboration

Capture leads, track projects, and collaborate with your team. Everything you need to manage your solar business from lead to installation.

Live Updates

New Leads

4
Johnson Residence
High
JR
Smith Commercial
Med
SC

In Design

2
Wilson House
Low
WH

Proposal Sent

1
Miller Project
High
MP

Easy Lead Capture & Pipeline Tracking

Capture leads automatically and track them through your sales process with full transparency

Embeddable Lead Forms

Get an embed code to add a custom lead form directly to your website. All submissions flow automatically into your CRM.

Website Embed Auto Import

Branded Lead Pages

Use a direct link to a branded lead capture page with your company colors and logo for social media and advertising.

Custom Branding Direct Links

Lead to Invoice Pipeline

Every lead stays connected to quotes, clients, and invoices. See the full customer journey and pipeline analytics.

Full Transparency Connected Data

Pipeline Analytics

Track where your leads come from, conversion rates, and identify your most profitable lead sources.

Source Tracking Conversion Rates

Team Calendar & Event Management

Keep your team organized with shared calendars, event reminders, and seamless client communication.

  • Shared Team Calendar with color-coded events for all team members
  • Automated Email Reminders sent to team members before events
  • Event Scheduling with recurring events and notifications
  • Client Portal Integration - customers can see their scheduled events
  • Simple event management without complex dependencies

March 2024 - Team Calendar

15
16
17
18
19
20
21

Upcoming Events

10:00
Site Visit - Johnson Residence
Meeting
14:00
Follow up - Smith Commercial
Call
16:30
Proposal Review - Miller Project
Email

Advanced Team Collaboration

Keep your team connected and informed throughout every project

Instant Messaging

Real-time team communication with project-specific conversations and file sharing

  • Project-based messaging threads
  • File attachments and document sharing
  • Real-time notifications

Document Storage

Store and organize all your project documents in one secure, accessible location

  • Secure file storage and organization
  • Easy file sharing between team members
  • Document access from anywhere

Team Coordination

Keep everyone on the same page with shared project views and team assignments

  • Shared project visibility across team
  • Simple task assignments and tracking
  • Team member activity overview

Lead Management Dashboard

247
Total Leads
68
Conversion %

Recent Leads

View All
SJ
Sarah Johnson
Residential - Website
$45,000
MR
Mike Rodriguez
Commercial - Referral
$32,500
EC
Emily Chen
Residential - Google Ads
$67,800

Simple Lead Management

Capture leads automatically and track them through your entire sales pipeline with complete transparency.

  • Embed a custom lead form on your website with simple embed code
  • Use a branded lead capture page with direct link for advertising
  • All leads automatically imported into your CRM with full details
  • Leads stay connected to quotes, clients, and invoices throughout the pipeline
  • Get instant notifications when new leads are captured
  • Track lead sources and conversion rates with built-in analytics

Ready to Streamline Your Solar Business?

Join hundreds of solar companies using Powerlily CRM to manage more projects, close more deals, and grow their business faster.