solarVis

solarVis is designed for solar installers, EPC companies, and their sales teams that need to manage customer inquiries, system design, and proposals in one workflow. It brings contacts, leads, and projects together, with tools to assign leads, track sales stages, record notes and documents, and convert qualified prospects into projects without re-entering customer details. For each project, teams can model a roof in 3D, arrange solar panels, and assess system feasibility, including battery storage, heat pumps, and EV chargers. The platform also supports financial calculations, bills of materials, and proposals that can be customized with a company’s branding and shared with customers by link. solarVis may suit businesses looking to connect solar design and proposal work with lead and project tracking rather than manage those tasks in separate tools.

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