Shape Solar CRM is an all-in-one customer relationship management platform specifically designed for the solar industry. It streamlines sales and marketing processes, automates lead management, and enhances customer engagement, enabling solar companies to efficiently manage their operations and close more deals. Key Features and Functionality: - Lead Management: Automates lead tracking, client organization, and referral partner management, ensuring efficient pipeline management. - Integrated Communication Tools: Built-in phone system for inbound and outbound calls, SMS, MMS texting, and email automation, centralizing all communications within a single platform. - Shared Calendar: Syncs seamlessly with Google and Outlook calendars, facilitating easy scheduling of appointments and team collaboration. - Automated Lead Distribution: Instantly routes leads to the appropriate sales representatives, reducing manual effort and improving response times. - Project Management: Kanban task views, templated task campaigns, and real-time team collaboration tools to keep projects on track. - Marketing Automation: Over 1,000 pre-built templates for email, text, and video campaigns, along with automated marketing journeys to nurture leads and set more appointments. - Referral Tracking: Integrated lead provider APIs for seamless tracking and management of referrals and lead sources. Primary Value and Solutions Provided: Shape Solar CRM addresses the unique challenges faced by solar companies by offering a comprehensive solution that automates sales and marketing efforts, enhances communication, and streamlines project management. By centralizing these functions, it reduces manual tasks, improves lead conversion rates, and accelerates the sales cycle, ultimately driving business growth and increasing revenue.