Most solar EPCs start with a spreadsheet — and outgrow it faster than they expect.
What breaks without a CRM
- Leads sit untouched after the first call, with no reminder.
- No visibility into which stage each deal is stuck at.
- Handoffs between sales and installation teams get lost.
"A lead that isn't followed up within 48 hours is a lead you've effectively already lost."
| Leads/month | Spreadsheet OK? |
|---|---|
| Under 20 | Maybe |
| 20+ | No |
A dedicated Solar CRM fixes this — pairs naturally with Solar Proposal for a single pipeline.