Every lead, customer, and touchpoint in one place.
Track every lead from first contact to PTO. Full communication timeline, team-scoped data isolation, and an AI assistant that drafts follow-ups and surfaces stale deals before you lose them.
Full customer lifecycle from first contact to PTO
Track every customer through Lead, Prospect, Active, and Inactive stages. Complete communication history with every call, email, site visit, and text logged in a single timeline. No more piecing together a customer's story from three different apps.
- Status tracking: Lead, Prospect, Active Customer, Inactive
- Full communication timeline with call notes and email logs
- Site visit and appointment history linked to customer records
- Custom fields for utility provider, roof type, and system preferences
Customer Lifecycle
Every call, email, and text in one place
Log inbound and outbound communications with direction tracking. Link every interaction to the customer record so your entire team has context. When a homeowner calls back about their proposal, any rep can pick up the conversation.
- Inbound and outbound direction tracking for all communication types
- Attach notes, follow-up dates, and action items to each log
- Team-visible timeline so any team member can assist any customer
- Communication type filters: calls, emails, texts, meetings, site visits
Communication Tracking
Team-scoped data with role-based access
Every record is scoped to your team. Sales reps see their assigned customers. Managers see everyone. Data never leaks between branches, partner companies, or contractor teams. Multi-tenant architecture means your data stays yours.
- Team-level data isolation enforced at the database layer
- Role-based access: Admin, Manager, Sales Rep, Installer
- Branch and territory management for multi-location companies
- Audit logging for sensitive data access and modifications
Team Security
AI-powered follow-up suggestions that actually work
The AI assistant monitors your pipeline, identifies stale leads, and drafts personalized follow-up emails matching your team's voice. It surfaces deals at risk of going cold and recommends next steps based on where the customer is in their solar journey.
- Stale lead detection with configurable time thresholds
- AI-drafted follow-up emails personalized to each customer's situation
- Deal risk scoring based on engagement patterns and timeline
- Next-step recommendations tied to the solar sales lifecycle
AI Assistant
Address validation and geocoding built in
Enter a customer address and get validated formatting, geocoded coordinates, and instant access to roof imagery via Google Places. No manual address cleanup. Coordinates feed directly into the Google Solar API for roof analysis when you are ready to build a proposal.
- Google Places autocomplete for accurate address entry
- Automatic geocoding with latitude and longitude storage
- Direct link to satellite imagery for quick roof assessment
- Seamless handoff to Google Solar API for panel placement analysis
Google Integration
When a lead is ready, generate a proposal in minutes
Customer data flows directly from the CRM into AI-powered proposals. No re-entering addresses, system preferences, or contact information.
Built for solar. Not adapted from generic.
See how SunrAI compares to the tools you are probably stitching together today.
| Feature | SunrAI CRM | Spreadsheets | Generic CRM |
|---|---|---|---|
| Solar-specific customer lifecycle | |||
| Team-scoped data isolation | Partial | ||
| AI follow-up drafting | |||
| Google Solar API integration | |||
| Communication timeline | |||
| Built-in proposal generation | |||
| Permit and inspection tracking | |||
| Free tier available |
“We replaced Salesforce, PandaDoc, and Monday with SunrAI. Our team spends less time switching tabs and more time closing deals.”
Operations Director
Midwest Solar Installer
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