Solar CRM
CRM that Sales Reps want to use
- Quickly create leads with our address lookup tool that automatically pulls data for utilities, incentives, weather, and typical energy usage.
- Control sales pipeline visibility through user permissions, assign project statuses, set follow-ups, and easily re-assign projects.
- UNLIMITED users, proposals, contracts.
Electricity usage & forecasting
Input present-day data and forecast changes
- EverBright combines advanced modeling with industry-leading forecasting APIs to give you the most accurate present-day energy consumption data.
- Easily add proposed changes to electricity consumption, like electric vehicle charging or a swimming pool.
- Select electricity provider rates and contracted rates, or create a custom rate.
- Use historical data to pitch on site and update actual monthly electricity bills later.
Solar system project design
Remotely design solar projects in minutes
- Create multiple projects and duplicate them to model the impact of adding battery storage and energy-saving products.
- Fine-tune designs with solar panel deletions, setbacks, and keep-outs.
- Create custom solar system project designs using advanced production validation and automated shade analysis.
Model solar battery storage
Show the value of adding battery storage
- Easily add battery storage to new or existing projects.
- Quickly plug in different solar battery products and battery storage models to fit your homeowner's needs.
- Visually demonstrate the impact of adding battery storage and energy conservation improvements on each solar proposal.
Full suite of financing products
Access to the industry’s best solar financing
- EverBright offers the full suite of financing products, all with one soft credit check.
- All our financing products integrate seamlessly into the EverBright software platform.
- Our approach is to offer both the best-in-class solar proposal and workflow platform and highly competitive in-house financing.
Custom solar proposals
Deliver polished and professional proposals
- Put your best foot forward with customizable proposal templates that demonstrate urgency and savings.
- Easily input your company’s unique brand identity into your custom solar proposal.
- Compare up to 3 finance options side by side for each project and provide an in-depth analysis for each.
Management & operations
Manage the entire post-sale process
- Customize project milestones and task workflows.
- Track payments, and send document approvals.
- Set up automatic notifications to keep your team and customers up to date every step of the way.