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About

Sunbase is an all-in-one business management platform designed to help companies across industries streamline their operations, enhance productivity, and boost revenue. Built with scalability in mind, Sunbase serves industries such as solar, roofing, and construction. Our platform integrates everything from lead management, sales proposals, and project tracking to door-to-door sales solutions and marketing automation.

About

Everyone needs to sort out the leads to new, cold, hot, and potential to increase sales. Sales funnel is playing an important role in completing the lead to customers. Manage the contacts and quotations to inquire with follow-up and reminders in an organized way. It lets you know how many projects are in the installation phase and who is managing the site with high-level communication. It is the most important thing that covers all progress and process flow, considering the installation and government documentation. Every project has government document file submission and processing for the approval that gets managed easily. Every project starts with a deposit, the rest of the amount gets collected when the project closes, and when the government releases the subsidies. Solar Panels, Inverter, Solar Systems have the age of 25 years and need comprehensive monitoring and maintenance to generate efficient power across the whole year.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

For Business Owners, Sales Leaders, Field Sales, Operations, Solar Businesses, Roofing Businesses, Construction Businesses, Solar Industry, Roofing Industry, Construction Industry

Audience

Companies interested in a solution to manage their solar business in a smart way

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$45.99 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Pros & Cons from Real Users

Pros

  • Sunbase has transformed how we manage solar projects. The user-friendly interface makes it easy to track proposals, designs, and client communication in one place. Its solar design tools integrate seamlessly with existing systems, saving time and reducing errors. The software’s ability to generate accurate proposals with financial analysis has significantly improved our client presentations. The customer support team is also incredibly responsive and knowledgeable.

Cons

  • There is a slight learning curve initially, especially for team members less familiar with tech tools. However, the onboarding process and training resources provided by Sunbase made the transition smoother than expected.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Sunbase
Founded: 2013
United States
www.sunbasedata.com

Company Information

eSolarCRM
Founded: 2017
India
esolarcrm.com

Alternatives

Alternatives

Door to Door CRM

Door to Door CRM

Management-Ware Solutions
SolarLogics

SolarLogics

Logics CRM
Flowlu

Flowlu

Cloud22 LLC
PVSketch

PVSketch

PVComplete

Categories

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Solar Features

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
Permitting
Preventive Maintenance
Proposal Management
PV Animation
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

Integrations

Enzy

Integrations

Enzy
Claim Sunbase and update features and information
Claim Sunbase and update features and information
Claim eSolarCRM and update features and information
Claim eSolarCRM and update features and information