Organize enquiries and follow-ups
Work with lead lists, board views and follow-up history to understand which opportunities need attention. Record the next action instead of relying on a separate personal reminder.
BUILT FOR SOLAR TEAMS
Solar CRM software that connects sales with delivery
A solar enquiry needs more than a name and a phone number. Your team needs to know the last conversation, the next follow-up and where the opportunity stands. SSM365 brings lead management and customer records together with the work that follows a sale: designs, proposals, projects and collections.
Keep the customer conversation in context
Use one operational platform as an enquiry moves between sales, engineering and installation teams. Each team has a different job, but the customer relationship continues through all of them.
Carry customer details into the next stage
Manage customer records alongside proposals and projects. When an opportunity becomes delivery work, the team can refer to the customer and project context rather than starting another disconnected record.
Connect proposals with solar design
Use the Solar Design Studio for rooftop layouts and panel placement, then connect engineering output with customer proposals. Sales and design discussions can refer to the same project.
Support different roles in the sales process
CRM is most useful when it helps the people doing the work as well as the manager reviewing it. SSM365 includes role-based access, tasks and reports across the solar business.
For calling and sales teams
Review earlier follow-ups before contacting a prospect, keep customer information organized and use tasks or reminders to plan the next conversation. This helps make handovers between team members more deliberate.
For sales managers
Review leads, follow-ups and conversion reporting to identify opportunities that need attention. Look at activity alongside the opportunity record instead of judging progress only from a total lead count.
For growing installation businesses
Keep the sales process connected to installation progress, invoices and collections. A customer question after acceptance can be considered alongside the work being delivered.
Explore connected workflows
See how these parts of SSM365 support the next stage of your customer journey.
Explore SSM365 for your sales and customer teams
Review the current plans, then choose the option that fits your team. For account or product questions, contact SSM365 support.