Qualify homes in advance
Qualify homes out in the field (before you knock) with real-time data on household income, homeownership status, roof size & more.
Streamline workflows
Ensure data makes it to your CRM 100% of the time with connected 2-way sync between ALL of your systems.
Eliminate manager headache
Track your rep’s territories, geo-location & performance at a glance in easy to read reports.
Map sales territories and gather performance insights with a robust manager dashboard.
Use AI to take roof measurements and instantly provide estimates and other project insights to prospects upfront.
Round robin and self-gen scheduling technology lets you create the event, invite the best rep & send follow-ups, all on auto-pilot.
Map and assign areas to individuals or teams. Assign calendars, product pricing, and complex business rules based on your geofenced territories.
Motivate your sales team with leaderboards and gamification features.
Automatically pre-populate contact information for prospects and pre-qualify homes based on income, homeownership, and recent movers.
See performance insights at a glance for the entire company, for each regional market, or by traffic source.
Rep tracking
Site photos & utility billuploads
Email & SMS follow ups
Team visibility
Myles Vincent
Marketing Director, Fuzion Energy Home Services
Carlos Beccar
Marketing Director, Energy Concepts Enterprises
Aimee Carpenter
CEO, Solterra Solar