Solar Lead Management Software Built for Installation Sales Teams
Track every solar lead from first door knock to signed contract. Visual pipeline, D2D sales tools, GoodLeap and Sungage financing tracking, and automatic project creation when a deal closes — one platform from first contact to PTO.
See the Solar Pipeline Live
Every Solar Lead. Every Rep. One Pipeline.
Visual solar pipeline
Every solar lead moves through a visual pipeline — lead, site assessment, proposal presented, financing application, approval, and contract signed. Managers see the full team's status without daily check-in calls or spreadsheet updates.
Financing status in the pipeline
LightReach, Sungage, GoodLeap, and Arcadia approval status updates directly in each lead record. Managers see which deals have approved financing, which are pending, and which need a follow-up call — all from the pipeline dashboard.
D2D rep leaderboards
Close rate, average system size, and pipeline velocity by rep — visible to the whole team. Drive healthy competition without spreadsheets or daily check-in calls. Know who is on track and who needs coaching in real time.
Auto handoff to installation
When a solar deal closes, SubcontractorHub creates an installation project with system design, financing approval, and schedule pre-loaded. Project coordinators see the new job instantly. No re-entry, no handoff calls between sales and ops.
Built for D2D Solar Sales — Not Adapted from a Generic CRM
Most solar companies try to run D2D teams through Salesforce, HubSpot, or a spreadsheet. None of them understand the solar sales cycle: same-day canvass appointments, on-site AI proposals, financing applications submitted before leaving the driveway, and a multi-week installation project that starts the moment the deal closes.
Sales Velocity was built for that workflow. Pipeline stages that match how solar deals actually close. Financing approval status visible in every lead record. Mobile-first so reps log leads and attach site notes from the field without carrying a laptop.
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From First Door Knock to PTO — One Connected Platform
When a solar deal closes in the pipeline, SubcontractorHub creates an installation project in project management with system design, financing approval status, customer address, and the agreed schedule pre-loaded. Project coordinators see the new job immediately — no rep phone calls, no re-typed system specs.
Installation tracks through every stage — site survey, design approval, permit submission, crew scheduling, inspection, and PTO — all inside the same platform where the sale was made. Your reps can even check installation status from the field when a customer follows up.
See the Full Solar WorkflowSubcontractorHub is the right fit if:
Sales Velocity was built for residential solar installation companies scaling past spreadsheets and disconnected tools.
Talk to the TeamYou run a D2D or inside solar sales team of 5+ reps
You have no real-time visibility into which reps are closing vs. stalling
Financing approvals are tracked in a group text or separate spreadsheet
Hot leads go cold because follow-up reminders live in a rep's head
Sales closes a deal and project management doesn't hear about it until a day later
You also run HVAC or roofing and want one CRM for all three trades
Common Questions
What is solar lead management software?
Solar lead management software tracks every prospect from first contact through signed contract. The best platforms include a visual pipeline, financing approval tracking, rep leaderboards, and automatic handoff to installation project management. SubcontractorHub's Sales Velocity was built for D2D solar sales — not adapted from a generic CRM.
How is it different from a general CRM?
Generic CRMs are built for software sales cycles, not for D2D solar teams. Solar lead management needs pipeline stages that match the solar sales cycle — site assessment, proposal, financing application, approval, and close — with financing partner status visible in every lead record.
Does it track financing applications?
Yes — LightReach, Sungage, GoodLeap, and Arcadia approval status updates in every lead record. Managers can see which deals have approved financing and which need follow-up from the pipeline dashboard — no more chasing reps for financing status updates.
Does it work for D2D solar teams?
Sales Velocity was built with D2D solar teams in mind. Reps log leads, add site notes, and track follow-ups from mobile in the field. Managers see the full team pipeline — doors, leads, proposals, and close rate — in real time without daily check-in calls.
When a solar deal closes, what happens next?
SubcontractorHub automatically creates an installation project with system design, financing approval status, and schedule pre-loaded. Project coordinators see the new job immediately — no rep phone calls, no re-entered system specs.
Ready to See Your Solar Pipeline in One Place?
Book a demo and see how Sales Velocity gives your managers real-time visibility into every solar lead, every rep, and every deal — from first door knock to signed contract.
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