Prioritise from the shared pipeline
See opportunity stage, ownership and customer activity together instead of relying on memory or a private task list.
Solar software for sales teams
Give every solar representative the same live pipeline, catalogue and customer context.
ArcSolar gives sales representatives one place to see ownership, prior contact, the next action and the current customer offer. Managers receive a shared view without forcing each representative to maintain a separate tracker.
Book a workflow demoThe pipeline, communication history and quote workflow reference one customer record shared with downstream teams.
ArcSolar / Solar sales teams
For representatives
Make the fastest path the one that also leaves a complete record.
Quote from current products
Use a guided builder and quote-safe catalogue view so the offer follows the retailer's maintained product and pricing rules.
Keep the conversation on the record
Two-way SMS, browser calls, recordings, transcripts and AI call summaries stay connected to the customer. Call evidence depends on capture and access.
Representative workflow
Move the customer forward without switching between disconnected tools.
Each sales action should enrich the record that operations receives rather than creating notes that disappear after the deal closes.
- 1
Open the next opportunity
Review the customer's source, ownership, contact history and pipeline stage before beginning the next action.
- 2
Communicate and build the offer
Call or message from the connected workspace and configure the solar or battery estimate through the guided steps.
- 3
Track the customer decision
See sent, viewed and accepted estimate states and keep the accepted record ready for operational handover.
Questions
Questions sales teams ask before moving their pipeline into ArcSolar.
Can each representative see their assigned opportunities?
Yes. Opportunities can carry ownership and pipeline state so representatives and managers can identify the customers requiring attention.
Does sales see internal product costs?
ArcSolar supports a quote-safe catalogue view for representatives, while fuller pricing and bill-of-materials detail can remain available to authorised roles.
Can sales see whether an estimate was opened?
Yes. Sent, viewed and accepted estimate states can return to the customer record used by the representative.
Evidence and review
Product scope reviewed 2026-09-12.
This page is mapped to 5 maintained ArcSolar capability records. Product statements are reviewed by the ArcSolar product and editorial team. Read the editorial standards.
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