Solar door knocking CRM for the knock, the authorization, and the handoff.
ChosenCRM helps solar teams keep field activity, homeowner intent, utility context, authorization/verification, and setter-to-closer notes attached before the deal moves to proposal, install, inspection, and PTO.
The handoff gap
The best door conversation still fails if the next team inherits a mystery.
Solar teams do not just need a lead record. They need the facts from the field preserved before authorization, proposal, and install work begin.
Who answered the door and what they cared about
Decision-maker status, utility context, and timing
Authorization or verification status before the lead moves downstream
Setter notes, closer notes, next step, and appointment context
Manager-reviewable GPS context, rep identity, timestamp, and door outcome
Authorization/verification
Keep the verification checkpoint visible instead of burying it in rep memory, text threads, or disconnected notes.
Field-to-install workflow
One path from the first knock to the final handoff.
Assign the street
Give teams territory context before reps start knocking and make coverage easier to review afterward.
Capture the knock
Log homeowner intent, door result, notes, and next action from the field while the conversation is still fresh.
Verify before handoff
Keep authorization/verification status, GPS context, and manager-reviewable evidence attached to the opportunity.
Follow through to install
Carry the field source, proposal context, permit work, install milestones, inspection, and PTO into one solar workflow.
For owners and managers
Review rep activity, territory coverage, and handoff quality without waiting for end-of-day summaries.
For closers
Walk into the appointment with context: homeowner intent, decision-maker status, utility notes, and verification state.
For ops teams
Carry field source and authorization context into proposal, permit, install, inspection, and PTO follow-through.
Ad-ready angles
Three campaign angles for solar teams.
These angles are built for dry-run ad review first. No live spend or campaign launch happens without separate approval.
Field proof
Prove the knock before the deal moves downstream.
See GPS context, rep activity, door outcome, and handoff notes in one solar CRM workflow.
Authorization
Stop losing context after the door conversation.
Track homeowner intent, utility context, decision-maker status, and authorization/verification before the closer inherits the lead.
Install handoff
Connect canvassing to proposal, install, and PTO.
ChosenCRM keeps field activity and project follow-through connected from the first knock to the final handoff.
Built for D2D solar operators
Turn the door conversation into a verified handoff.
Show the map, preserve the context, verify the lead, and keep the install path connected.