SOLIO

SOLIO is an advanced Solar CRM platform designed for solar companies, EPC businesses, installers, and sales teams to manage the complete solar sales and installation workflow from one powerful app.
From lead management to proposal generation, permit tracking, PTO updates, and installation coordination SOLIO helps your team streamline operations, improve productivity, and close deals faster.
Key Features:
• Lead Management

Track, organize, and manage solar leads efficiently.
• Sales Pipeline Tracking

Monitor every stage of your customer journey in real-time.
• Solar Proposal Management

Create and manage professional solar proposals with ease.
• Planset & Design Coordination

Handle planset requests and solar design workflows seamlessly.
• PTO & Permit Tracking

Stay updated on permits, approvals, and Permission to Operate status.
• Installation Workflow Management

Coordinate installation tasks and project progress efficiently.
• Team Collaboration

Assign tasks, track activities, and improve communication across teams.
• Customer Management

Maintain customer details, project history, and interactions in one place.
• Real-Time Updates

Get instant notifications and status updates for ongoing projects.
• Secure & Cloud-Based

Access your solar business operations anytime, anywhere.
SOLIO is built to simplify solar business operations and help solar companies scale faster with better efficiency and organization.
Whether you are a solar sales consultant, EPC company, project manager, or installer, SOLIO provides the tools you need to manage your solar business smarter.
Download SOLIO today and power your solar operations digitally.