ConnectPro CRM
CRM for Solar Sales Teams
Free · Designed for iPad. Not verified for macOS.
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.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Canvassing is now in the app. Pick a territory or go free canvass, drop pins as you knock, record each door, and keep a running session with doors, contacts and appointments. Plan the shortest drive through your property leads, see city boundaries on the map, and check owner and property details before you knock. Managers can draw territories, seed homes, assign reps and watch the team live.
The developer, Castaneda Networks LLC, 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 Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Castaneda Networks, LLC
- Size
- 31 MB
- Category
- Business
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
13+
- 13+
- Frequent
Contests
Contains
Messaging and Chat
- Copyright
- © Vertx Corp