{"id":142,"date":"2026-06-13T02:23:41","date_gmt":"2026-06-13T02:23:41","guid":{"rendered":"https:\/\/solar-crm.co.uk\/?page_id=142"},"modified":"2026-06-18T16:49:55","modified_gmt":"2026-06-18T16:49:55","slug":"faq","status":"publish","type":"page","link":"https:\/\/solar-crm.co.uk\/?page_id=142","title":{"rendered":"faq"},"content":{"rendered":"\t\t
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ANSWERS TO YOUR MOST COMMON QUESTIONS<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Frequently Asked
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Choosing the right CRM is an important decision. This FAQ section has been designed to answer common questions about Solar CRM, from getting started and managing leads to quotes, installations, reporting, and user accounts.<\/p>

We’re committed to making Solar CRM simple, powerful, and easy to use. If you need any further information, please don’t hesitate to contact us.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tWhat is Solar CRM?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t

Solar CRM is a customer relationship management system designed specifically for solar installation companies. It helps manage leads, customers, quotes, surveys, installations, sales appointments, and ongoing customer relationships from a single platform.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tWho is Solar CRM designed for?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t

Solar CRM is built for solar installers, renewable energy companies, sales teams, surveyors, and office staff who need a simple way to manage their sales and installation pipeline.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tCan I import my existing leads?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t

Yes. Solar CRM allows you to import leads and customer data from CSV files, making it easy to move from spreadsheets or another CRM system.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tHow many users can access the system?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t

The number of users depends on your chosen plan. You can create separate accounts for office staff, managers, sales representatives, and administrators.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tCan sales representatives have their own login?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t

Yes. Sales representatives can have dedicated accounts with access only to their own appointments, customer information, and notes.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tCan I schedule appointments?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t

Yes. Solar CRM includes appointment scheduling features, allowing you to assign appointments to sales representatives and track upcoming meetings.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tCan I store customer documents?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t

Yes. Customer records can include notes, documents, surveys, contracts, and other important information related to the project.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tCan I track the progress of an installation?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t

Yes. Solar CRM allows you to monitor projects from initial enquiry through quotation, survey, installation, and completion.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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Yes. Solar CRM is accessible through your web browser, allowing authorised users to securely access information from the office, home, or while on the road.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tCan I manage multiple sales staff?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t

Absolutely. Managers can assign leads, appointments, and tasks to different sales representatives and monitor performance.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

ANSWERS TO YOUR MOST COMMON QUESTIONS Frequently Asked Questions & Answers Choosing the right CRM is an important decision. This FAQ section has been designed to answer common questions about Solar CRM, from getting started and managing leads to quotes, installations, reporting, and user accounts. We’re committed to making Solar CRM simple, powerful, and easy […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-142","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/142","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=142"}],"version-history":[{"count":19,"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/142\/revisions"}],"predecessor-version":[{"id":284,"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/142\/revisions\/284"}],"wp:attachment":[{"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}