Platform
The whole sales operation in one workspace
Everything below is in production today. Anything still under development is named as such, here and everywhere else on this site.
Lead management
- Explicit ownership on every lead — owned by me, shared out, shared to me, or organization-shared — shown as one unambiguous badge, not four overlapping ones
- Share a whole account with a colleague or a manager: contacts, notes, emails, meetings and history travel with it
- Folders, groups and saved workspaces for organizing large lead sets
- Reviewed CSV import with a decision step, so a bad import is caught before it lands
- Batch business-card scanning and signboard capture that create leads from the field
- Archive and soft-delete that keep records retained without polluting active workload counts
Pipeline
- Sixteen pipeline stages shaped around commercial solar sales cycles
- Opportunity detail with contacts, activity history, tasks and documents on one record
- Per-rep pipeline views for reps and roll-up views for managers
- Lead assignment tools for directors distributing territory and accounts
Calendar & scheduling
- Google Calendar connection
- Personal booking pages, so a prospect can schedule without an email thread
- Push a discovery call straight from a lead onto the calendar
- Save a planned prospecting route to the calendar as a scheduled block
Calling
- Click-to-call from any lead or contact, at a computer or on a phone
- Solaro rings your phone, then connects you to the lead, so there is nothing to install
- Calls go out from a Solaro calling number rather than a rep’s personal number
- Record the outcome when you hang up: spoke with them, left a voicemail, no answer, call back later and more
- Last-called date and time on the lead card, with the call kept in the lead’s history
- Call outcomes charted on the dashboard
Calling runs on a phone number and a minute allowance set up for your organization. Contact us to turn it on.
Activities, tasks & notes
- Activity logging against leads, contacts and opportunities
- Daily tasks and notes with follow-up dates and overdue surfacing
- Notifications for shares, assignments and follow-ups
Team management
- Owner, admin and sales-rep consoles, with an explicit switch for people who hold both roles
- Team chat for internal coordination, available in both consoles
- Team administration: roles, reporting lines, seat management and deactivation
- Organization learning modules for onboarding new reps
Reporting
- Leaderboards and rep analytics
- Team overview with per-rep lead accounting reconciled to a single canonical count
- Reporting dashboards for admins and owners
- Activity and login history for administrators
Administration
- Organization settings, branding and email sender configuration
- Subscription and billing management with seat-based team plans
- Feature entitlements per plan, with per-user overrides where needed
- A referral programme for extending trials
- In-app support ticketing that routes to the Solaro team
Honesty
Not shipped yet — and we are not going to imply otherwise
These appear on this page precisely so they do not appear anywhere else dressed up as features you can buy today.
SMS outreach
Planned. Present as a plan entitlement in internal tooling only; there is no sending implementation behind it yet.
Aerial site imagery with panel layout
Planned. Requires a satellite imagery provider that is not yet enabled.
Enterprise white-labelling
In design. Full white-label — the product carrying your brand rather than Solaro’s — is scoped as an Enterprise capability and is not shipped.
Ready to see it on a real bill?
Bring a commercial utility bill and a building. We will run it end to end.