Automate Solar 4+

Automate Solar

Designed for iPad

    • Free

Screenshots

Description

The all in one CRM for Solar.
Send emails, texts, call customers, record calls all from the same platform. With hundreds of automations you can use we beat your conventional CRM.

You can use Automate.Solar for online or D2D leads, you can even upload lead lists and work them on the system. We have automations for English and Spanish (created by native Spanish speakers of course)

Most people who use Automate.Solar replace other softwares they were using and keep everything centralized on this system.
Keeping everything organized is key to scaling whether you have a couple reps on the system or a couple dozen.

We've created the ultimate CRM for solar by testing with millions of dollars from our own solar company and finding what works best, we release constant updates from everything we prove to work for our own solar company.

What’s New

Version 3.74.3

>Updated notification badge logic: Badge count now reflects the number of unread notifications, not unread conversations.
>Persistent Filters on Conversations and Tasks: Filters applied on the Conversations and Tasks page of the mobile apps will retain their selections made by the user until the user decides to change or remove them.
>Seamless creation of CRM contacts from native contacts: If a call is made from device native quick actions (Long press the icon on your device's app drawer/home screen and tap on "Make a Call")
>Streamlined Product Editor for better functionality: All products created on web will be accessible on mobile and vice versa
>Enhanced features for Documents and Contracts: Any documents created on web will be seamlessly accessible on mobile and vice versa.
>Fixed call duration reset glitch: Often, if you were to rotate your device from Portrait to Landscape, the call duration would reset to 00:00. This has been fixed now.

App Privacy

The developer, Automate Solar, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

Supports

  • Wallet

    Get all of your passes, tickets, cards, and more in one place.

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