From First Lead to Final Activation - One Platform
Solar businesses lose deals, delay installs, and leave money on the table because their CRM, project management, scheduling, and billing tools don't connect. We fix that with one custom system built for solar.
40-70%
Reduction in software costs
3-5
Tools typically replaced
60%
Faster project handoffs
The Problem
Why Solar Companies Struggle With Fragmented Software
The solar sales cycle is complex. Permitting, utility approvals, equipment lead times, and installation coordination require tight alignment between teams - but most solar companies are operating on a patchwork of disconnected tools. Sales reps track leads in HubSpot, proposals in Aurora, and follow-ups on sticky notes, while permitting, equipment delivery, and install milestones slip through the cracks in separate spreadsheets and PM tools.
Aurora Solar
HubSpot
Salesforce
Monday.com
ClickUp
QuickBooksThe Solution
How Consolify One Works for Solar
Unified Sales CRM
Track every lead from first contact through proposal, site survey, contract signature, and handoff to installation - all in one timeline. No data gets lost between departments.
End-to-End Project Management
Permitting, utility interconnect, equipment procurement, and installation milestones tracked in one place. Automated status updates keep customers informed without manual outreach.
Intelligent Installation Scheduling
Match crews to jobs based on availability, certifications, and location. See equipment delivery timelines alongside crew schedules to prevent conflicts before they happen.
Proposal to Invoice Automation
Generate proposals, collect e-signatures, send milestone invoices, and track payment - all from the same system. No more jumping between Aurora, DocuSign, and QuickBooks.
Post-Install Service Management
Log system issues, manage warranty claims, schedule maintenance visits, and capture referrals from happy customers - all tied back to the original project record.
Sales and Operations Reporting
Pipeline value, close rates, average install timelines, crew productivity, and revenue per project - all in one dashboard without spreadsheet exports.
The Solar Software Stack We Consolidate
Aurora SolarHubSpotSalesforceMonday.comClickUpQuickBooksConsolify OneReal Results
What Solar Operations Capture in Year One
+34%
Lead-to-close conversion
Sales reps stop losing deals between proposal, contract, and ops handoff.
-41%
Days to install
Permitting, equipment, and crew coordination running in one timeline.
+58%
Referrals captured
Post-install workflows turn happy customers into a steady lead source.
Questions
Solar Software, Answered
Ready to Unify Your Solar Business Operations?
See exactly how a consolidated platform would work for your team. We'll walk through your current stack, identify inefficiencies, and show you what's possible.