Everything CRM
A CRM built for solar companies. It manages your entire sales pipeline from the first door knock to the final installation, and connects directly to financing APIs so reps can pull real loan options on the spot. No more switching tabs or calling lenders mid-pitch. Everything your team needs lives in one place, designed around how solar sales actually work.
A CRM that actually understands solar
Everything CRM was built from the ground up for solar companies. Unlike generic CRMs that force you to adapt your workflow, it was designed around how solar sales teams actually work, from the first door knock to the final installation.
The pipeline view tracks every deal through your custom stages, and automated follow-ups make sure no lead goes cold.
Real loan options, right on the spot
It connects directly to financing APIs so your reps can pull real loan options for homeowners on the spot, without switching tabs or calling a lender.
Built-in reporting shows you what's working and what isn't, so you can make decisions based on real data instead of gut feelings.
Key features
Multi-financier integration
Connects to Dividend, EnFin, LightReach, and Concert so reps can pull instant loan approvals and payment plans for solar installations from one screen.
Pipeline tracking
Visual deal pipeline with configurable stages, leaderboard tracking, commission calculations, and stage-timing metrics so you know where every deal stands.
Workflow automation
Trigger-based workflows handle the repetitive parts: lead assignment, contract generation, install scheduling, follow-up reminders, ticket routing.
Real-time reporting
Live dashboards covering sales performance, team productivity, and revenue forecasting across regions, with drill-down on every metric.
How it works
Capture leads
Import leads from any source: door-to-door canvassing, web forms, referrals, purchased lists. They land in your pipeline, assigned and ready to work.
Run financing
Pull real-time loan options from multiple lenders through integrated financing APIs. Show homeowners their actual monthly payment on the spot. No guesswork, no callbacks.
Track and close
Follow every deal through custom pipeline stages with automated reminders, task assignments, and team notifications. Nothing slips through the cracks.
Built with
Frontend
React with Inertia.js and AG Grid Enterprise, delivering a fast, data-dense interface for sales teams.
Backend
Laravel handling business logic, API integrations, and real-time data processing via Laravel Reverb (WebSockets).
Database
PostgreSQL for reliable data storage with the query depth needed for reporting and analytics.