Solar CRM feature spotlight
Solar CRM features built for field teams and install follow-through
ChosenCRM helps solar teams manage what happens in the neighborhood, in the proposal follow-up window, and after the contract is signed.
Solar command center with install pipeline, canvassing stats, and rep activity
Why this page exists
Not generic CRM features — vertical workflows with sharper edges.
Solar revenue breaks when field activity is invisible or installs stall after the sale. These workflows make the field and back office operate from the same truth.
Field execution
Make every knock visible, accountable, and actionable
Reps log outcomes from a mobile canvassing flow while managers see GPS-verified knock activity, territory coverage, and follow-up opportunities in real time.
- GPS-verified knock logs with outcome, timestamp, notes, and contact details
- Territory visibility so managers know which streets were actually worked
- Follow-up tasks created from interested homeowner outcomes
Business outcome
Managers can coach from evidence instead of end-of-day guesses, and reps get cleaner next steps from every door.
Canvassing mode with territory mapping and door-knock tracking
Post-sale control
Keep sold projects moving from contract to commissioning
Track permitting, equipment, scheduling, installation, inspection, and activation as a dedicated solar install pipeline — not as buried notes in a sales CRM.
- Stage-specific tasks for permitting, equipment, install, inspection, and activation
- Milestone visibility for sales managers, ops teams, and reps
- Stall signals when a project sits too long in one install stage
Business outcome
Closed deals have fewer dark spots between sale and activation because install progress is visible to the whole team.
Installation tracking with permits, inspections, and milestones
Built for solar crm
Put the vertical workflow in front of your team.
Start with the focused feature set, then expand into the full ChosenCRM operating system for pipeline, communications, coaching, and reporting.