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Sales Ops and Payroll Software for Solar Businesses

Lead and customer lifecycle management, task scheduling and tracking, payroll, and more...

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Sun Team Dashboard screenshot

Sun Team Top Features

We built Sun Team specifically for solar businesses and we strive to meet their various needs.

  • Customer data screenshot

    CRM

    Your leads and customers data in one place. Includes historical power usage, proposal, and file attachments.

  • Customer checklist screenshot

    Checklist

    See what was done for your customer/lead and what needs to be done next. See customers/leads pending a certain action.

  • Customer notes screenshot

    Notes

    @mention other users to notify them. Timestamps. Change history recorded. Pin important notes to the top.

  • Sales teams screenshot

    Sales Teams

    Structure your sales force into teams. Team managers can access their team's customers, leads, and tasks.

  • Visual task scheduler screenshot

    Task Management

    Visual calendar to view and schedule tasks. Email notifications. Integration with Google and Outlook Calendars.

  • Dashboard screenshot

    Dashboard

    Customizable dashboard gives you an overview of key performance indicators and open tasks.

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