solarVis is a cloud‑based platform that consolidates the solar sales process—from lead capture and automated feasibility analysis to proposal generation and project tracking—into a single system. It includes a white‑label lead widget, 3D roof design, integrated CRM, kanban‑style workflow management, and APIs for ERP or financing integration, enabling installers, manufacturers, and lenders to reduce manual effort and accelerate conversions.
Funding
$310K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Solar installers, manufacturers, and financing institutions often manage lead capture, feasibility analysis, proposal generation, CRM, and post‑sale project tracking using separate tools or manual spreadsheets, leading to data silos, duplicated effort, longer sales cycles, and higher operational costs.
Solution
solarVis provides a unified, cloud‑based platform that digitizes the entire solar sales workflow from initial lead acquisition through project execution. The system embeds a white‑label lead‑generation widget on websites, runs automated feasibility analyses, and produces customizable, graphics‑rich proposals. Integrated CRM and 3D roof‑design tools keep customer interactions and design data in one place, while a kanban‑style project management module tracks installation tasks, dealer assignments, and workflow approvals. Role‑based access controls and a centralized material database ensure consistent data across teams and partners, reducing manual entry and accelerating conversion. The platform also offers APIs for seamless integration with existing ERP or financing systems, enabling end‑to‑end process automation.
Target Audience
Primary customers are solar installers/EPC firms, solar panel manufacturers, and banks or financial institutions that finance residential and commercial solar projects.
Features
- White‑label website lead‑generator with multi‑scenario usage (web, field) and device‑agnostic integration.
- 4‑in‑1 feasibility analysis engine delivering standardized, bank‑ready reports with financial, technical, and sustainability metrics.
- 3D roof‑modeling and design module linked to a material Bill‑of‑Materials (BoM) database for accurate sizing and costing.
- Customizable proposal builder that auto‑populates designs, pricing, and performance visualizations.
- Built‑in CRM with contact management, interaction logging, and sales pipeline tracking.
- Kanban‑based project management with configurable workflows, task assignment, and real‑time progress monitoring.
- Role‑based authorization and dealer/team management for centralized oversight across multiple entities.
- RESTful API and FHIR‑compatible endpoints for integration with ERP, accounting, and lending platforms.
- Cloud‑hosted data storage with encryption, audit logs, and automated backups to ensure data integrity and compliance.