Sales Core
Q4 2026From lead to installed project, one platform
Pipeline management, lead scoring, quote generation, post-sale project tracking, and industry-specific extensions (solar, HVAC, construction) — all in one self-hosted, white-label CRM.
The Problem
Service companies stitch together 5+ tools just to sell
Tool sprawl
A CRM for leads, a separate pipeline tracker, a quoting tool, a project manager, and spreadsheets for analytics. Data silos everywhere.
Generic CRMs miss industry needs
HubSpot and Salesforce lack solar site assessments, ROI calculators, equipment catalogs, and project budget tracking. You end up building custom workarounds.
No self-hosting, no ownership
Most CRMs are cloud-only SaaS. Your customer data lives on someone else's servers, and you can't white-label the experience as your own.
Solution
CRM, pipeline, quotes, projects — modular and extensible
Configurable Sales Pipeline
Drag-and-drop Kanban pipeline with custom stages, probability weighting, automated progression, and win/loss tracking with reason codes.
- Kanban board
- Probability weighting
- Win/loss tracking
Lead Scoring & CRM
Deterministic 0-100 scoring based on data completeness and engagement signals. Full lead lifecycle with conversion tracking and lifetime value.
- Auto scoring
- Lifecycle tracking
- LTV metrics
Quote Generation & Catalog
Auto-numbered quotes with line items, tax, discounts, and workflow states. Hierarchical product catalog with SKU, pricing tiers, and CSV import.
- Auto-numbered
- Product catalog
- Tax & discounts
Solar Industry Tools
Site assessment forms, solar design wizard with panel/inverter selection, 25-year ROI calculator, and automated proposal generation.
- ROI calculator
- Panel selection
- Auto proposals
Project & Task Management
Post-sale project tracking with budget vs. actual costs, Kanban task boards, time logging, document attachments, and activity scheduling.
- Budget tracking
- Task boards
- Activity scheduling
Advanced Analytics
Conversion funnel, win/loss analysis, revenue forecasting (3/6/12 month), team leaderboards, and CSV/PDF report exports.
- Revenue forecast
- Funnel analytics
- Team leaderboards
Frequently Asked Questions
Get Early Access
Q4 2026 - Limited spots available