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.
Replacing tools like
Aurora Solar
HubSpot
Salesforce
Monday.com
QuickBooks40–70%
Reduction in software costs
3–5
Tools typically replaced
60%
Faster project handoffs
Weeks
To go live, not months
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.
Disconnected Sales Pipeline
Your sales reps track leads in HubSpot, proposals in Aurora, and follow-ups on sticky notes. When a deal closes, the handoff to operations is messy, slow, and error-prone.
Project Tracking Gaps
Permitting, utility approvals, equipment delivery, and installation milestones are tracked in spreadsheets or separate PM tools. Things get missed, timelines slip, and customers are kept in the dark.
Installation Scheduling Issues
Coordinating crew availability, equipment delivery, and site readiness across disconnected systems leads to wasted site visits, rescheduling delays, and frustrated customers.
Poor Post-Install Customer Experience
Once installation is complete, there's no unified system for monitoring follow-ups, service requests, warranty management, or referral captures. You're leaving revenue on the table.
From Lead to Live System
Every Stage of the Solar Project, Visible
Sales, design, permitting, installation, activation - one system carries every project all the way through. Here is what each stage looks like inside Consolify One.
Site Survey & Design
Capture roof data, system specs, and proposals tied to a single project record.
Installation Day
Crews see equipment lists, mount maps, and milestones before they leave the warehouse.
Activation & Service
Track PTO, warranty, and post-install service - all attached to the original deal.
What We Replace
The Solar Software Stack We Consolidate
Solar companies typically run 4–6 separate tools that each solve one piece of the puzzle - while creating complexity across the rest of the business.
Aurora Solar
$250–$600+/mo
Design and proposal tool only - no CRM, no project management, no dispatch
HubSpot
$800–$3,200+/mo
Generic CRM that needs heavy customization and still doesn't connect to your ops
Salesforce
$1,500–$5,000+/mo
Powerful but massively overbuilt for most solar teams, with enormous admin overhead
Monday.com / ClickUp
$200–$600+/mo
Project tracking that's completely disconnected from sales, dispatch, and billing
One custom platform replaces your entire solar software stack
Purpose-built for solar workflows - from site survey to utility interconnect to post-install service - with no per-seat pricing and no feature gating.
The Solution
How Consolify One Works for Solar
We map your entire customer journey - from lead capture through installation and beyond - and build a system that connects every step without manual handoffs.
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 Journey
Your Entire Customer Lifecycle in One System
Every stage of the solar project connects to the next - no manual handoffs, no data re-entry, no customer experience gaps.
Lead & Proposal
Capture leads from any source. Reps manage the full sales cycle in one CRM. Generate proposals directly from site survey data.
Contract & Permitting
E-sign contracts, trigger permit applications, and track utility interconnect approvals - all from one project record.
Scheduling & Installation
Match the right crew to the job. Coordinate equipment delivery and installation with a single calendar view.
Activation & Follow-Up
PTO tracking, system activation, automated review requests, and warranty registration - handled automatically.
Key Features
Everything a Solar Business Needs
Built with the exact capabilities your sales team, project coordinators, and installation crews use every day.
The Difference
Before and After Consolify One
Before: Fragmented Solar Stack
- Sales team using HubSpot, ops team using spreadsheets
- Project milestones tracked manually across tools
- Permitting delays discovered late in the process
- Customers calling for project status updates
- Invoicing delayed by billing team waiting on ops data
- No post-install follow-up system for referrals or service
After: One Unified Solar Platform
- Sales CRM and project management fully connected
- Automated milestone tracking with real-time alerts
- Permitting status visible to all teams from day one
- Customer portal with live project status updates
- Milestone invoices triggered automatically by project stage
- Post-install workflows capture referrals and service requests
Real Results
What Solar Operations Capture in Year One
The compounding payoff of moving sales, project management, scheduling, and post-install workflows onto a single solar-native platform.
Average First-Year Outcome
+$312K Pipeline · -$96K Software Spend
From faster handoffs, fewer permitting delays, and unified post-install revenue capture
+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.
+$1.8K
Margin per project
Less rework, fewer truck rolls, automated milestone invoicing.
+58%
Referrals captured
Post-install workflows turn happy customers into a steady lead source.
Solar Software FAQ
Solar CRM Questions, Answered
Common questions from solar companies evaluating a unified sales-to-installation platform.
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.