CRM

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.

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Timeline for every call, email, and text

One

Drafted follow-ups, approved by you

Data isolation on every record

Team-scoped

01Customer Lifecycle

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

02Communication Tracking

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

03Team Security

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

04AI Assistant

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
Stale-deal alerts surfaced in daily AI briefings
Next-step recommendations tied to the solar lifecycle

05Google Integration

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. Geocoded addresses power storm matching, drive-time scheduling, and the ops map.

Google Places autocomplete for accurate address entry
Automatic geocoding with latitude and longitude storage
Direct link to satellite imagery for quick roof assessment
Geocoded addresses power storm matching and drive-time scheduling

When the deal signs, the install project creates itself

Customer data flows from the CRM straight into the install project the moment the deal closes. No re-entering addresses, system specs, or contact information.

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Comparison

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
Storm impact matching on every address
Communication timeline
Auto-project creation from signed deals
Permit and inspection tracking
Free tier available

Built by the team that ran a Midwest install shop across nearly 2,000 installations — and got tired of piecing customer history together from three different apps.

The SunrAI founding team

Start managing your solar customers today

Free to start. No credit card required. Import existing contacts in minutes.

Free during beta. Your data stays yours. Export anytime.

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Feature

SunrAI CRM

Spreadsheets

Generic CRM

Solar-specific customer lifecycle

Team-scoped data isolation

Partial

AI follow-up drafting

Storm impact matching on every address

Communication timeline

Auto-project creation from signed deals

Permit and inspection tracking

Free tier available