Solar CRM with lead scoring, proposal generation, financing comparison tools, and follow-up automation that guide homeowners through the lengthy decision process and increase close rates.. Software for creating, storing, organizing, and collaborating on documents.
If any of these sound familiar, you are not alone. Most solar energy businesses deal with these every day.
Complex sales cycle where homeowners request proposals, compare multiple installers, evaluate financing options, and wait for utility interconnection approval through a process that can take months from inquiry to installation.
Permit and interconnection management where each jurisdiction has different permitting requirements, inspection processes, and utility interconnection applications that must be tracked per project through lengthy approval timelines.
Installation crew scheduling where roof conditions, panel layouts, electrical work, and inspection scheduling must be coordinated across crews with different specialties, and weather delays cascade through the pipeline.
Financing and incentive complexity where federal tax credits, state rebates, SREC markets, loan products, lease agreements, and PPA structures each have different eligibility criteria and documentation requirements.
Post-installation monitoring and warranty service where system performance must be tracked, production guarantees honored, and equipment warranty claims processed for panels, inverters, and racking over 25-year timeframes.
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Solar CRM with lead scoring, proposal generation, financing comparison tools, and follow-up automation that guide homeowners through the lengthy decision process and increase close rates.
Permit and interconnection tracking with jurisdiction-specific requirement checklists, application status monitoring, and inspection scheduling that keep projects moving through approval processes.
Installation project management with crew scheduling, roof layout planning, electrical work coordination, and weather-aware rescheduling that optimize installation throughput.
Financing and incentive calculators with federal credit estimation, state rebate lookups, and loan/lease/PPA comparison tools that help customers understand their financial options clearly.
Post-installation service management with production monitoring, performance guarantee tracking, warranty claim workflows, and preventive maintenance scheduling across the system lifetime.
Software for creating, storing, organizing, and collaborating on documents. Replaces scattered files across email, drives, and desktops with a centralized, searchable system that keeps your team aligned.
See how Deelo stacks up against popular document management tools for solar energy businesses.
| Feature | Deelo | Google Docs | Notion | Confluence |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $18/user/mo (Workspace) | $0 - $15/user/mo | $0 - $10/user/mo |
| All-in-one platform | ||||
| Document Management features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
CRM automation increases solar proposal-to-install conversion by 25%
Permit tracking reduces average interconnection approval time by 30%
Get started with document management software built for solar energy businesses. Free to start — no credit card required.