Industry · Solar
San Juan · Sarasota · Fort Lauderdale

Solar CRM software for sales, portfolio and service.

Solar operators run a field sales force, a financed portfolio of installed systems and a service department at the same time. We build one platform that covers all three, so the CRM, call center and point tools can be retired.

Beat your competitors to the first call.

Solar operators run on three things at once: a field sales force, a financed portfolio of installed systems, and a service department keeping both alive. We build the single platform that covers all three, a mobile sales app, a portfolio telemetry system, pipeline and service modules, AI assistants, and the call center, replacing the CRM and point tools they were stitching together.

  • 01Mobile sales app
  • 02Portfolio telemetry
  • 03Outage map overlay
  • 04Pipeline system of record
  • 05Service & support tickets
  • 06Bilingual AI assistant
  • 07Call center replacement
  • 08CRM migration
Talk solar
Headline result60%

Increase in booked appointments over 90 days once reps worked from a lead-temperature-ranked list with one-touch contact and AI guidance.

300+Reps trained on-site
8Systems, one platform
What we build · Solar operators

One platform for sales, portfolio, and service.

The Problem

A multi-branch solar operator was running sales in a generic CRM, telephony in a separate call center product, portfolio monitoring nowhere, and service on spreadsheets. Reps had no ranked list, managers had no live view, and system faults surfaced only when customers called.

The Build

A full ecosystem on one data model: a desktop and mobile sales app with lead-temperature ranking, one-touch call, WhatsApp, and navigation, and a manager panel; a telemetry platform ingesting every financed system with grid-power detection by area; a pipeline system of record; service and support ticket modules with escalation and proactive alerts; a bilingual AI assistant in-app and on WhatsApp; an AI text support agent; and a replacement for the third-party call center. Then a full CRM migration and in-person training at every branch.

The Result

60% more booked appointments in 90 days. Over 300 salespeople and every manager trained on-site across the island. Outages visible on the sales map before the customer knows. One subscription retired at a time until only the accounting system remained.

The Terms

Itemized scope of work with a fee per system, milestone payments tied to the migration, and a monthly platform fee covering hosting, monitoring, and an allowance of implementation hours. On this engagement the client purchased their deployed instance outright; our underlying frameworks stay ours and are licensed to them perpetually as embedded.

Common questions

What buyers ask first.

Straight answers from work we have shipped. If your question isn't here, bring it to the discovery call.

A desktop and mobile sales app with lead-temperature ranking, one-touch call, WhatsApp and navigation; a pipeline system of record; portfolio telemetry with an outage map overlay; service and support ticket modules; a bilingual AI assistant; and a replacement for the third-party call center. Every module shares one data model.
Yes. On our solar engagement we replaced a generic CRM and a separate call center product, migrated the records and workflows, and retired one subscription at a time until only the accounting system remained. Migration is part of the scope of work.
The telemetry platform ingests every financed system, tracks production and system health, and detects grid-power status by area. The same data puts outages on the sales map before the customer knows and sends proactive alerts to the service team.
Booked appointments rose 60% over 90 days once reps worked from a lead-temperature-ranked list with one-touch contact and AI guidance. More than 300 salespeople and every manager were trained on-site across the island.

Keep exploring

ServicesSales apps, telemetry and AI assistantsLocationSoftware development in Puerto RicoProcessHow a platform goes from scope of work to productionIndustriesEvery industry we build for
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