SOLO
SOLO offers a comprehensive solar operations platform featuring document management, CRM, and CAD services, integrating with major CRM and financial platforms to support various market segments.
Services
SOLO offers a comprehensive solar operations platform with advanced features such as SoloSign, a proprietary document management system, and Solor CRM, designed for managing leads, proposals, and installations. The company also provides a streamlined CAD service with a 94% first-time approval rate, supported by an extensive in-house AHJ database covering over 6,000 jurisdictions. They provide tailored solutions for various market segments, including installers, sales groups, enterprise-level companies, established companies, and aspiring companies.
Products
SOLO's key products include SoloSign, a proprietary document management system, and Solor CRM, which aids in the management of leads, proposals, and installations. These products are built to streamline operational efficiencies in the solar industry. The platform also offers robust integrations with third-party CRM and financial platforms like Zoho, Salesforce, Quickbase, GoodLeap, Mosaic, Sungage, Dividend, and Sunlight Financial, among others. Additionally, they integrate seamlessly with other tools such as SalesRabbit, Spotio, DocuSign, Solar Insure, Enerflo, Zapier, and API WebHooks.
Security Features
SOLO employs a dedicated security team and uses industry-standard encryption practices to ensure data security and privacy. This commitment to security ensures that user data and sensitive information are protected from unauthorized access, maintaining the trust and confidence of their clients.
Company Location and Support
SOLO is located at 3049 Executive Parkway #200, Lehi, UT 84043. They provide customer support services aligned with Mountain Time, ensuring accessibility for clients within their operational timeframe. This strategic location and dedicated support enhance their ability to serve a diverse customer base effectively.