Solar sales
Pipeline clarity from first knock through permission to install and pay.
Run residential solar in structured stages so every home, proposal, and install slot has an owner. Pair pipelines with contacts, documents, signatures, and payments so crews and office staff work from one CRM instead of parallel spreadsheets.
Familiar tools
Tools solar sales teams actually juggle
Permit trackers, design tools, finance portals, and chat apps multiply fast. NinjaPipe anchors the commercial workflow so deal stages, people, and money line up when auditors or finance ask questions.
Sell solar with one source of truth.
Track homeowners, site outcomes, and revenue steps in NinjaPipe. Managers see stage aging and rep activity. Field and inside teams share the same records for faster handoffs and cleaner audits.
Deal stages
Pipelines that match site survey, design, and install
Model your motion with contact or deal pipelines. Move cards when permits clear, HOA approves, or install is scheduled. Filters and bulk actions help ops clear backlog without losing history.
Homeowners
Contact records for every roof and decision maker
Store addresses, gate codes, utility notes, and objections on one profile. Link households and co-signers so setters and closers stop duplicating data across threads.
Agreements
E-sign and document packs tied to the deal
Send contracts and disclosures from the same workspace as your pipeline. Signed files stay on the record for compliance reviews and internal QA.
Cash flow
Payments visibility next to the opportunity
Track deposits and financed milestones where the deal lives. Finance and sales leadership get fewer status meetings when balances and stages read from the same system.
One platform for multiple service businesses without a fortune or a tech degree, feels purpose-built for fitness and therapy. Unreal value; support sealed it. Solid 10/10.
Owner / Certified Personal Trainer · Level Up Fitness Waltham