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CRM

A CRM That Fills Itself From the Doors

Most CRMs run on manual entry, so records show up late, half filled and wrong. SunShip is a CRM for door-to-door solar sales teams: leads are born in the canvassing app the moment a door gets knocked, so every customer, appointment and deal lands here clean, automatically.

See It In Action
SunShip deatiled customer information
Rep Dashboard

Rep Stats at a Glance

Reps never enter a thing. The numbers build themselves from the leads coming off the doors, so commissions earned, pending pay and today's appointments are always current the moment a disposition changes.

  • Commissions earned and pending, calculated automatically
  • Appointments and leads flow straight in from the field
  • No spreadsheets, no self-reporting, no data entry
Rep dashboard with earned and pending commissions
Deals and Pay

Reps See Every Dollar. Owners Know Who to Pay.

The deals table is the money page. Setter frontend, backend, closer commission and overrides broken out per deal, with paid buttons that flip as checks go out. Pending pay is always the real number.

  • Per-deal pay breakdown for setters and closers
  • One-click paid and unpaid tracking on every line
  • Cancellations tracked all the way to the clawback
Deals table with per-deal pay and paid tracking
Scheduling

A Calendar the Whole Team Can Read

The full month on one screen, every appointment visible, no double-booking. Setters drop appointments into open slots and closers see their day fill in real time.

  • Full-month view with every booked appointment
  • Book into open slots in seconds
  • Office filters keep territories straight
Full-month team scheduling calendar
Team Management

Run the Whole Team From One Screen

Add reps, set roles and offices, and manage seats without a support ticket. Access is shaped to the org chart, from setter to closer to manager to regional to owner.

  • Add and deactivate reps in seconds
  • Roles and offices control what each rep sees
  • Seat management tied straight to billing
Team management with roles, offices and seats

One Login for the Whole Operation

The field runs on the app. The office runs on the web. Same data, same numbers, zero copy-paste between tools.

Web
Runs in any browser, nothing to install
Live
Stats update as the team works
$0
Setup or cancellation fees

Solar CRM FAQ

It fills itself. Instead of reps typing in records after the fact, every lead starts at the door in the canvassing app and flows into the web CRM with the address, disposition and appointment already attached.
No. Knocks, leads, appointments and deal changes made in the field sync automatically. The office sees clean records without chasing anyone for updates.
Yes. Deals carry setter, closer and override pay, calculated automatically from your payscales, with paid and pending status on every line.
Yes. Add reps, set roles and offices, and manage seats from one screen. Access follows the org chart from setter and closer up to manager, regional and owner.
The web CRM and the iOS and Android field apps share the same data. What a rep does at the door shows up in the office in real time, and vice versa.

Ready to run your team from one place?

Give reps their numbers, give the office its reports, and keep every dollar and door in one system.