SunbaseData

All-in-One
Solar
Software

Solar Software

Manages Solar Proposals, Sales, PV Designs, Projects, Inventory, Financials, Employees, Reporting & Business Administration.

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Solar Sales Management

Push leads from lead providers, Facebook, Google, and from company websites directly into the solar CRM. Manages the entire solar sales transaction.

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Solar Project Management

Super-charge operations of solar projects from initial assignment-to-completed Interconnect. Manage designs, documentation, permitting, & tracking.

SunbaseData Support

Developer Supported Software

Built from scratch, SunbaseData offers unique access to be able to work directly with developers if needed to modify our software to work how you need it too.

Overview

About SunbaseData Solar Software

SunbaseData offers a powerful all-in-one software for solar companies seeking to centralize management of their operations, as well as, store their data in a safe and accessible, cloud-based solution.  

Built for small, mid-size, and enterprise-level companies, SunbaseData is both flexible & able to scale on demand.

Increase operational efficiency, while boosting profit-margins by leveraging advanced tools to stay organized, improve performance, and automate repetitive time-draining tasks. 

Robust feature-set, with a full suite of tools, and easy enable/disable capabilities as needed.

Administrative users have control over the levels of access available to each user.

Discover how SunbaseData helps power your solar business! 

Experience Why Over 1000+ Solar Professionals Partner With SunbaseData Solar Software To Manage & Run Their Business..

Main Features

Tools For solar prospect & customer management

Solar
CRM
Software

Discover how simple and effective the solar sales management process can be once you’ve implemented the right systems.  From initial lead generation-to-satisfied customer, you’re covered end-to-end with SunbaseData.

 
Solar CRM
Tools For Developing solar proposals

Solar
Proposal
Software

Create custom proposals for solar projects to allow prospects to estimate the correct sized photovoltaic (PV) system required to obtain a desired energy production offset.  Include rooftop design images, financing options, and adders.

Solar Proposal Software
Tools For Task & Solar Project Management

Solar Project Management Software

Systematize operations using SunbaseData to track projects across visual job boards.  Create step by step task lists to consistently maintain quality standards. Use the client portal and automated status notifications to update customers as their job progresses.

Solar Project Management Software
Tools For Design of rooftop Solar PV Arrays

Solar
Design
Software

Using remote aerial satellites to capture site location images, professionals can draw arrays, render solar panels, and run PV Watts energy simulation based off the precise azimuth to analyze estimated system production.

Solar Design Software
Tools For Managing Solar Business Financials

Solar Financial Management Software

Manages solar business finances ranging from job costing, expense tracking, quoting, invoicing, and commission disbursements of solar sales representatives based on draw schedules.

Solar Financial Management Software
Tools For Asset & Inventory Management

Solar Asset & Inventory Management

Keep various products and materials neatly organized with accurate tracking of counts in stock, manufactures, names, descriptions, default pricing, and costing.

Solar Inventory Management Software
Tools For door-to-door sales (DTD)

Solar
Canvasser
Software

Increase door-to-door sales reps productivity with a tool to capture, track, and follow-up.  Assign territories and run key performance reports to book more solar appointments and sales.

Solar Canvassing Software
Tools For Solar Employee & HR Management

Solar Employee &
HR Management
Software

Facilitate a seamless process and employee management system that simplifies every task from the candidate submission form to the employee directory and performance review schedules. 

 
Solar HR Software
Tools For performance & Key performance indicators

Real-Time
Accurate Detailed
Reporting

A major benefit of using software is data-collection and reporting.  Using performance data to navigate business decisions produces significantly more accurate results.

 
Performance Data Reporting
Tools For Permission & User Access Controls

Job-Role Level
User Access
Controls

Set up the correct level of access for each user by creating and applying job role profiles to each account.  Create custom fields, visible/hidden info, and even control what can be edited.  

 
Access Controls
Solar Software

Why waste another minute doing task solar software can do for you?

workflow automation

Get
Technology
In Place

Use tasks lists, visual boards, and reminder notifications to create standard operating processes. 

Processes

Use
workflow
automation

Leverage automation technology to create tasks, send status updates, and planned communication.

conversions

Strategically grow your business

Repurpose your time saved not performing low-value tasks, on high-impact leveraged planning and management.

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How solar companies benefit from Using Our industry-specific software

The renewable energy industry is increasing in both opportunity and competition.  To stay successful in a sustainable way, its not just enough to work hard, but rather to work smarter than your competitors.  Top solar companies understand the value of a strategy focusing on technology and automation to develop highly efficient systems, that offer exponential advantages.

  • Establish a database to keep ALL prospects, customers, projects, financials, inventory, and other business details organized, in a secure central location.
  • Data-collection and reporting key performance metrics to be used to improve marketing, sales, operations, and overall  administrative business management.
  • Identify and automate system processes to deliver a highly satisfying customer experience with minimal resources required, allowing both greater volume and profit.

Have More Questions About SunbaseData Solar Software?

Schedule A Discovery Call With Us.

See what other solar companies say about SunbaseData..

Once we got Sunbase in place, our sales team immediately experienced a jump in conversions just from the improved tracking. As we used it more, we saw patterns that showed us what gets the best results.

I’ve been in business for 25 years and always used paper, folders, and an office full of filing cabinets.  It’s incredible that technology makes it where I can walk around with everything on my phone.

Finally having the right systems to keep everything managed has been a huge factor in our company’s success.  I’ve personally seen my boss’s mood change from not carrying everything around with him all the time stressed out!

Joseph
Sales & Marketing Director

Walter P.
Owner & Active Manager

Maria K.
Executive Assistant

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