{"id":26,"date":"2026-05-24T23:06:26","date_gmt":"2026-05-24T23:06:26","guid":{"rendered":"https:\/\/solar-crm.co.uk\/?page_id=26"},"modified":"2026-07-27T17:31:41","modified_gmt":"2026-07-27T17:31:41","slug":"features","status":"publish","type":"page","link":"https:\/\/solar-crm.co.uk\/?page_id=26","title":{"rendered":"features"},"content":{"rendered":"\t\t
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TOOLS DESIGNED FOR SOLAR SUCCESS<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Powerful Features
\nfor Solar Businesses<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Solar CRM brings your leads, customers, surveys, quotations, installations, invoices, and reporting together in one powerful platform. Built specifically for the solar industry, our features are designed to reduce administration, improve visibility, and help your team work more effectively.<\/p>

With secure customer portals, controlled access, and built-in data protection features, Solar CRM helps keep your business information and customer data safe while giving your team the visibility they need. Prevent unauthorised access to sensitive information, keep projects organised, and provide customers with a professional way to track their installation journey.<\/p>

Whether you\u2019re a growing installer or an established solar company, Solar CRM gives you the tools you need to manage your business with confidence.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tLead Management\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tCapture and manage enquiries from multiple sources, ensuring no opportunity is ever missed.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\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

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tSales Pipeline\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tTrack every lead through your sales process, from initial contact through to completed installation.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\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

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tSurvey Scheduling\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tBook site surveys, assign engineers and keep your team informed.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\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

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tQuotes & Proposals\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tCreate professional quotations and keep track of accepted, pending and rejected proposals.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\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

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tInstallation Management\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tMonitor upcoming installations, track progress and ensure every project stays on schedule.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\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

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tInvoices & Payments\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tGenerate invoices, track payments and identify outstanding balances at a glance.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\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

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tTeam Management\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tControl user permissions and keep your sales, administration and installation teams working together.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\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

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tReporting & Insights\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tUnderstand your pipeline value, conversion rates and business performance with real-time reporting.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\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

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tCustomer Portal\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tGive customers 24\/7 access to quotes, documents, installation updates and support in one secure portal.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\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

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tKeep Your Data Secure\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tKeep your data secure with controlled access, preventing unauthorised downloads and protecting sensitive information.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\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

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tOffice Only Access\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tRestrict system access to trusted office or home networks, blocking unauthorised connections by default.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\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

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\n\t\t\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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Powerful Tools. Simple Workflow<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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See Solar CRM in action. From lead capture and appointment management to quotes, installations and reporting, every feature has been designed to help solar businesses stay organised, save time and close more deals.<\/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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\"solarcrm_aftercare.fw\"<\/figure><\/div>
\"solarcrm_calendar.fw\"<\/figure><\/div>
\"solarcrm_customers.fw\"<\/figure><\/div>
\"solarcrm_dashboard.fw\"<\/figure><\/div>
\"solarcrm_installs.fw\"<\/figure><\/div>
\"solarcrm_salesrep.fw\"<\/figure><\/div>
\"solarcrm_support.fw\"<\/figure><\/div>\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t
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<\/div>\n\t\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":"

TOOLS DESIGNED FOR SOLAR SUCCESS Powerful Features for Solar Businesses Solar CRM brings your leads, customers, surveys, quotations, installations, invoices, and reporting together in one powerful platform. Built specifically for the solar industry, our features are designed to reduce administration, improve visibility, and help your team work more effectively. With secure customer portals, controlled access, […]<\/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-26","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/26","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=26"}],"version-history":[{"count":37,"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/26\/revisions"}],"predecessor-version":[{"id":383,"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/26\/revisions\/383"}],"wp:attachment":[{"href":"https:\/\/solar-crm.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=26"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}