We built a custom CRM system specifically tailored to Solar YYC’s solar sales pipeline—from initial inquiry to final project completion. The goal was to centralize all leads, automate repetitive tasks, and give the team full visibility into their sales operations. Rather than adapting to generic CRM platforms, Solar YYC received a system designed around their exact business structure and follow-up process.

The CRM includes automated lead capture, status tracking, appointment scheduling, follow-up reminders, and structured project stages. We introduced custom lead scoring, allowing the team to prioritize high-value opportunities. Smart filtering and search tools make it easy to track potential clients, upcoming meetings, and outstanding actions. Internal notes, communication logs, and document management keep everything organized in one place.

The system also generates performance analytics—showing conversion rates, rep productivity, pipeline size, and stage-based bottlenecks. This gives management the insights needed to forecast workload and make smart decisions. With cloud hosting, the CRM is fast, secure, and accessible across devices. The end result is a powerful, streamlined CRM that saves time, improves sales consistency, and significantly increases follow-through on solar project leads.