Outgrown the spreadsheet? Meet Sunvoy CRM.
Projects, customers and every install in one place, right where your team already works.
Keep your CRM and fix its data in Sunvoy, or run projects natively
See who changed what and undo it with one click
Move every install forward on a board that follows your project phases
Sunvoy is rated 5/5 stars by hundreds of solar installers like you
Sunvoy CRM in 60 seconds
From the first project to the customer who recommends you to their neighbour: see how one record carries the whole job.
Customer, project and system in one place
Spreadsheets and project boards scatter the customer, the project and the system. Sunvoy CRM keeps them together, so nobody copies details by hand or digs through an inbox to answer "Is everything okay?"
| Customer | Panels | Stage |
|---|---|---|
| M. Gonzalez | 28 | Permitting? |
| J. Lee | 24 | #REF! |
| P. Shah | — | Install |
Who updated row 48?
Permit pending
Copied from the CRM by hand
Maria Gonzalez
Is everything okay?
Third email this week
Keep your CRM, or run projects in Sunvoy
No CRM migration needed. Fix your data on top of the CRM you already have, or run projects and customers in Sunvoy, with or without a CRM behind them.
Correct project details in Sunvoy while your CRM stays in place.
See the CRMs Sunvoy connects toCreate projects and customers right in Sunvoy. Editing comes with it.
| What your team can do | Site Editing | Site Editing + Sunvoy CRM |
|---|---|---|
| Edit supported project and customer details | Included | Included |
| Review and revert overrides | Included | Included |
| Link or unlink customers and projects | Included | Included |
| Drag projects between phases on the board | Included | Included |
| Create new projects | Not included | Included |
| Create new customers | Not included | Included |
| Define custom project fields | Not included | Included |
Changing a CRM is a real project that a person in your company should own.
Hervé BillietBoard member of Sunvoy, former co-founder and CEO of a residential solar installerFix the detail. Keep the context.
A missing EV charger or a wrong panel count should take seconds to fix. Correct project, customer and system details right in Sunvoy, even when they come from your CRM. See who changed what, and put the CRM value back with one click.
Start a project. Connect the customer.
Add a new project, link the customer and send the welcome email right away. No CRM needed behind it.
See the whole pipeline. Move it forward.
Every project phase becomes a column. Drag a project to its next phase and your customer gets the same automatic updates as after a change in your CRM.
Design
12 sites
Jordan Lee
2210 Mesa Dr
Tempe, AZ
Wei Chen
88 Arroyo Pl
Chandler, AZ
Permitting
5 sites
Priya Shah
3401 Willow Creek Dr
Mesa, AZ
Jordan Lee
2210 Mesa Dr
Tempe, AZ
Keep the customer after the panels go live
The job does not end when the panels go live. The same record feeds your customer app, so homeowners see their system, their documents and their support team, always under your own brand.
Project updates and documents stay available to the homeowner in the app.
Energy monitoring shows how the system performs, so problems are easy to spot.
Service, reviews and referrals stay connected to the customer you built.
One record today. Your whole operation next.
Sunvoy CRM grows from the record your team already uses. Here is where it goes next.
Values from your CRM, your design tool and Sunvoy sit side by side on one record. Pick the source that wins for each field, and lock the fields your CRM owns.
Give each person the roles they need, more than one if they wear several hats, and decide who can edit, move, create and delete.
| Edit projects | Move deals | Create customers | Delete projects | |
|---|---|---|---|---|
| Admin | Allowed | Allowed | Allowed | Allowed |
| Project manager | Allowed | Allowed | Allowed | Not allowed |
| Sales manager | Not allowed | Allowed | Allowed | Not allowed |
| Subcontractor | Allowed | Not allowed | Not allowed | Not allowed |
Save a correction once and send it on to the connected CRM.
Connect a CRM later and Sunvoy links the matching projects and customers. Unclear matches wait for your review.
Separate phases and steps for residential and commercial projects.
Group commercial sites and their contacts under one company.
Collect the answers and files a step needs, from your team or from the homeowner.
Tell us what your team needs next. We plan Sunvoy CRM with the installers who use it.
See if you qualifyGet answers to the most common questions and objections about Sunvoy's platform and capabilities.
No. Keep your CRM and use Site Editing for corrections inside Sunvoy. Switch on Sunvoy CRM when you want to create projects and customers natively.
Where Sunvoy CRM fits in
Run every install from one record
See Sunvoy CRM in a demo and find out how it fits the way your team works.
