Features

Sunbase Features

Our all-in-one software platform includes a full suite of tools available to manage everything from lead to closed project.

Keeps prospect and customer records organized and accessible any time, from any device.

Create accurate and professional PV array designs and run system simulation analysis with a click.

Generate attractive interactive web proposals that include designs, financing, and even e-signing.

Keeps prospect and customer records organized and accessible any time, from any device.

Create accurate and professional PV array designs and run system simulation analysis with a click.

Generate attractive interactive web proposals that include designs, financing, and even e-signing.

Keeps prospect and customer records organized and accessible any time, from any device.

Create accurate and professional PV array designs and run system simulation analysis with a click.

Generate attractive interactive web proposals that include designs, financing, and even e-signing.

Keeps prospect and customer records organized and accessible any time, from any device.

Create accurate and professional PV array designs and run system simulation analysis with a click.

Generate attractive interactive web proposals that include designs, financing, and even e-signing.

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Helping Businesses Grow

See all of your jobs in one visual display.

Making sure that no job is lost or forgotten about. You can even use the job board on your morning sales meeting making sure everything is humming along.
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GPS Tracking & LiveMap

See all active appointments, service calls for the day on the map Can change the status of the driver and the vehicle will change colors Easily switch territories and recenter the map
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Attach Files to a Record

This function streamlines sharing directly from the field with the office associated with the customer or the job. This tool makes tracking everything and associating it with the right job or customer easier than ever.
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Proposal Generator

Using this tool, users can load templates of their custom proposals and the system will auto-fill the template with the relevant customer details including attachments as necessary with a single click.
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Visual Sales Board

Oversee your sales pipeline with greater visibility using the sales board feature. With the sales board tool, users are able to create any number of stages to their sales process and view leads in an enhanced visual format.
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Sales Pipeline Segmentation

A major benefit of dividing the sales process is that it allows for more in-depth reporting such as best lead source, cost per lead, appointment, and customer, etc.
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