Solar CRM features built around follow-up and accountability.
ChosenCRM Solar is the accountability and follow-up layer for teams that need calls, texts, coaching, appointment discipline, proposal follow-up, and sales-to-install visibility.
Feature directory
Organized by the workflows your team actually works.
ChosenCRM Solar is the accountability and follow-up layer for teams that need calls, texts, coaching, appointment discipline, proposal follow-up, and sales-to-install visibility.
Lead Queues
Work solar leads by source, role, and urgency.
- Solar lead queues
- Canvassing lists
- Aged lead reactivation
- Source tracking
- Priority tasks
- Assignment
Communicate
Move fast on leads, appointments, and proposal follow-up.
- Dialer
- Power Dialer
- Unlimited calls
- SMS
- Appointment confirmations
- Conversation history
- Templates
Manage Pipeline
Separate setter, closer, and install handoff motion.
- Setter pipeline
- Closer pipeline
- Appointment stages
- Proposal follow-up
- Contract handoff
- Install pipeline visibility
Coach Reps
Coach common solar objections and qualification calls.
- ChosenAI
- AI Coaching
- Script coaching
- Objection insights
- Call summaries
- Next-best actions
Run the Team
Give owners visibility by role and activity.
- Rep goals
- Canvasser activity
- Setter reporting
- Closer reporting
- Manager dashboards
- Team management
Tool Handoffs
Keep ChosenCRM focused on sales execution.
- Design tool handoff
- Proposal tool handoff
- Finance workflow context
- Project tool handoff
- API/webhook readiness
Product evidence
Real ChosenCRM screenshots, not invented proof.
The vertical sites use the product screenshots already in this repo. No customer logos, fake ratings, or made-up review counts are used.
Solar dashboard
Sales activity, lead queues, and pipeline context for solar teams.
Door-to-door motion
Canvassing and field activity can feed sales follow-up and accountability.
Proposal follow-up
ChosenCRM tracks sales follow-up around proposal and design handoffs.
ChosenAI + coaching
ChosenAI for setter, closer, and manager coaching
ChosenAI helps solar teams coach calls, summarize follow-up, identify missing next steps, and report where leads stall across setter, closer, proposal, and handoff stages.
Setter and closer call summaries
Objection and qualification coaching
Missing follow-up signals
Rep, source, and stage reporting
Next step
Pick Solar. Join the list. Help shape the CRM your team will actually work.
ChosenCRM is built for calls, texts, AI coaching, pipeline movement, automation, goals, reporting, and manager visibility.