Sales & CRM
Leads & Pipeline
Capture, assign & track every lead
Contacts & Customers
360° records with full history
Quotes & Contracts
Itemised quotes, PDFs & contracts
Invoices & Payments
Billing tied to every deal
Telecalling
Call queues, outcomes & follow-ups
Targets & Reports
Goals and live dashboards
Operations & Delivery
Site Visits
Plan, assign & log field visits
Installations
Track jobs from schedule to done
Inventory & BOM
Stock, items & bills of material
Procurement
Purchase requests & orders
Projects
Milestones across teams & stages
Tasks & Calendar
Shared scheduling & follow-ups
Service, People & Platform
Support & AMC
Tickets & maintenance contracts
HR & Timesheets
Employees, attendance & payroll
WhatsApp
Conversations tied to contacts
Campaigns
Outreach linked to your contacts
Roles & Permissions
Granular, multi-tenant access
Turn on only what you need
Every module is optional — start with core CRM and switch on the rest as your team grows. You only pay for what you use.
Documentation
Guides & product reference
Help Centre
FAQs and support
Blog
Guides & product updates
About Us
Our story, mission & team
Careers
Join the Solar CRM team
Product updates & industry insights
Contact
Talk to sales or support
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