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Score leads based on interest level and value. Focus your time on your best prospects.
Auto-assign leads to agents based on reps’ working hours, licensing, and location.
Send automated text and email campaigns that pull customers through the sales funnel.
Create email, text, posters, and more. 1,000+ pre-built, industry-specific templates.
Call and text from your computer. Automatically log calls and add notes. No new hardware required.
Access all of your contacts in one interface. Contact customers with a single click. No manual dialing.
Instantly build visuals for panel placement. Deliver accurate proposals within 5 minutes.
Inspect properties via mobile app. Upload data to CRM while in the field. Includes compliance checklists.
Manage construction, from inspections to post-installation checks.
Get aerial views of properties. Instantly determine if a home is qualified for solar.
Populate documents with signatures in seconds. Eliminate lengthy manual signing processes.
Integrates with 5,000+ apps, including Gmail, Calendly, and Mailchimp.
Increase in Sales
Faster Sales Cycle
Saved per Month
Aaron Powell My Solar Tree
Happy Shape customer since 2018
