Solio CRM

Solio — Solar CRM Solio is a modern CRM platform built for solar businesses to manage sales, customers, teams, projects, and workflows in one place. With Solio, solar businesses can: • Manage and track solar leads • Manage clients and sales opportunities • Create and manage sales proposals • Create and manage solar projects and Plansets • Manage teams and team activities • Manage stamping partners • Access solar equipment and component information • Stay connected with teams through built-in communication tools Solio brings essential solar business operations together in one centralized platform, helping teams streamline their workflows, improve visibility, and manage projects and customer relationships more efficiently.