ConnectPro CRM

Built for reps in the field: manage contacts and leads, work your pipeline, and share your personal landing page with a QR code, all from your phone.

Connect Pro CRM is the native iPhone workspace for solar sales teams: leads, pipeline, messaging, and team management, all in one fast, focused app.

Built for setters, closers, trainers, and managers who run their day from an iPhone. No more switching between spreadsheets, text apps, and the office computer.

LEADS THAT MOVE

• Capture leads in seconds. Tap to call or text directly from the lead card.
• Filter by status, interest level, and service type.
• Score and prioritize leads with at-a-glance signals.
• Convert qualified leads to deals with one tap.

VISUAL PIPELINE

• Drag deals between stages with native iOS gestures.
• See weighted pipeline value, committed revenue, and total forecast on every screen.
• Days-in-stage indicators highlight stale deals before they go cold.

MESSAGING THAT KEEPS UP

• Two-way SMS with your leads, built right into the app.
• Save and reuse SMS templates for the messages you send most.
• Internal team messaging for back-channel coordination.
• Push notifications when a lead replies — even when the app is closed.

YOUR DAY AT A GLANCE

• Personalized dashboard with revenue forecast, KPI trends, and today's schedule.
• Six-month sparklines for revenue, leads, deals, and conversions.
• Calendar view for meetings, calls, follow-ups, and site visits.

TEAM AND COMMISSIONS

• See your team hierarchy and downline performance.
• Track commissions and progress against monthly targets.
• Role-based access for setters, agents, trainers, project managers, and admins.

BUILT FOR IPHONE

• Native SwiftUI throughout — fast, smooth, and at home on iOS.
• Face ID and Touch ID app lock.
• Home screen widget for daily KPIs.
• Spotlight search across leads and deals.
• Haptic feedback, dark mode, dynamic type, and pull-to-refresh on every list.

PRIVACY AND TRUST

• All data encrypted in transit. Credentials stored in iOS Keychain, never in cloud backups.
• No third-party ad networks. No cross-app tracking.

Connect Pro CRM uses the same backend as the Connect Pro web app, so your data is consistent everywhere you work.