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Boost Sales, Simplify Projects, & Expand Nationwide - All From One Platform
Built by Solar Business Owners
Revolutionize Your Sales Process with The Pro Platform
Empower your solar, roofing, and security teams with our all-in-one CRM. From lead to close, accelerate growth and boost your bottom line.
Boost Your Sales
100% Satisfaction Guaranteed
Contact Organization
Transform every interaction into an opportunity. Store notes, documents, tasks, and appointments in one intuitive interface.
Real-Time Deal Tracking
Never miss a beat in your sales journey. Monitor deals from first contact to final handshake, keeping your team in perfect sync.
Dynamic Sales Pipeline
Streamline your workflow with automated task progression. Visualize your entire sales funnel at a glance.
Powerful Automations
Create automated workflows for various processes. Use our Use pre-built templates for common automation tasks like lead follow up.
AI-Powered Scheduling
Eliminate scheduling headaches. Our AI assistant books appointments and qualifies leads, seamlessly integrating with your calendar.
All in One Inbox
Engage leads on their preferred platforms. Manage email, SMS, and phone campaigns from a single, powerful interface.
customers
Supercharge Your Customers Journey
Automate outreach, follow-ups, and tasks, freeing you to focus on what truly matters - growing your business and maximizing your ROI.
Individual lead profile
Centralize all of your customer data like messages, calls, documents, plus so much more.
Automated Workflows
Streamline your sales process with pre-built automation's.
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Sales
Revolutionize Your Sales Pipeline
Our sales toolkit transforms your entire process, from initial lead to final handshake. Designed to supercharge every stage of your sales journey.
2.7X
Faster deal closure
68%
Increase in conversions
Communication
Unify Your Customer Interactions
Fragmented communication leads to costly mistakes and delays, especially in remote work environments. Our centralized inbox solution brings all customer interactions into one place, eliminating confusion and streamlining your workflow.
Multi-Channel Integration
Seamlessly manage communications across various platforms - email, phone, and social media.
Smart Organization
Categorize and prioritize contacts effortlessly with our intuitive tagging system.
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metrics
Visualize Your Teams Success
Turn complex data into clear, actionable insights. Our customizable dashboards put the metrics that matter most to your business front and center.
Tailored KPI Tracking
Build dashboards that reflect your unique business goals and sales processes.
Multi-Level Reporting
Drill down from company-wide performance to individual team member contributions.
Industry specific
Tailored Solutions for Every Scale.
01
Individual Dealers
Empower your solo venture with our AI-driven CRM. Streamline operations, maximize earnings, and deliver exceptional service. With our nationwide network of vetted partners, focus on growth while we handle the rest.
02
Sales Organizations
Supercharge your sales force with our comprehensive toolkit. Featuring seamless integration with 3,500+ tools, intuitive collaboration features, and advanced lead management. Align your team, optimize processes, and watch your sales soar.
03
Full Scale EPC's
Execute complex projects with precision using our end-to-end management solution. Optimize workflows, gain deep analytical insights, and maintain complete control. Turn your most ambitious visions into reality, consistently delivering excellence.
Supercharge Your Sales from Your Pocket, with The Pro Mobile App!
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Integrations
Seamlessly Sync Your Entire Tech Stack
Harness the power of The Pro Platform alongside your favorite tools. Connect instantly with 2,500+ apps via our custom Zapier integration, ProConnect.
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ChatGPT
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PipeDrive
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HighLevel
Facebook
LinkedIn
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Sungauge
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Everbright
ChatGPT
HighLevel
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OpenSolar
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Mosaic
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Aurora
EverBright
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HubSpot
GoodLeap
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QuickBooks
Twitter
Pinterest
Messenger
Yelp
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Solo
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UtilityAPI
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iMessage
PipeDrive
Anthropic
Instagram
GoodLeap
Yelp
Instagram
Aurora
Sungage
Anthropic
Messenger
Everbright
Instagram
Messenger
Discord
Google
HubSpot
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SalesRabbit
Mosaic
UtilityAPI
SalesRabbit
Mosaic
EverBright
OpenSolar
OpenSolar
GoodLeap
ChatGPT
Messenger
PipeDrive
Soundcloud
Youtube
Reddit
Twitch
Soundcloud
Google
Solo
OpenSolar
Google
HubSpot
Instagram
Google
UtilityAPI
SalesRabbit
Google
Dribbble
Medium
HubSpot
ChatGPT
Anthropic
iMessage
LinkedIn
Twitter
Spotify
Github
Twitch
Twitter
Spotify
Github
Twitch
Twitter
Spotify
Github
Blog
Browse our resources
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Testimonials
Don’t take our word, take theirs
"Everyone should at least try a demo of this software. This thing has everything, and I mean everything and more… I thought the CRM I used now was good, but this platform brings every tool and opportunity in the sale together. Stephen does a good job of setting things up for you as well."
Ken Yamashiro
BrokerSolar, Founder
"This Pro Platform is amazing…. Stephen and Brandon are there every step of the way and are so supportive. I would recommend this platform to everyone. Just an awesome feeling knowing they have your back."
Anthony Buffone
Infinity Practical Solutions, CEO
"These guys have been awesome to work with! Their CRM has been very helpful thus far at streamlining our processes. Their rates are INCREDBILY fair compared to other CRM's I have looked at and used."
Nick Moyle
Lifetime Energy, Opperations
"I love that The Pro Platform handles all the back-end stuff. My team can focus on sales, knowing that project management and paperwork are taken care of."
Aaron Williams
Clean Tech World, Co-Founder
"Fantastic solution to all of our needs as a Solar Company. The team is hands on, engaging, and want you to succeed! Best decision we’ve made!"
Greg Minor
Sun King Solar, Co-Founder
"If you're not using The Pro Platform, you're missing out big time! This platform has revolutionized my business and saved me countless headaches."
Corey Edmonds
MSR Roofing, Owner
Experience The Pro Platform Advantage Today!