A clear next action
Ownership, pipeline stage and customer history remain visible so representatives can identify which opportunities need contact or a quote.
Solar sales software Australia
ArcSolar brings the pipeline, customer history, communications and guided quote together. A representative can work the next action without switching between a generic CRM, a phone application and a pricing spreadsheet.
Book a workflow demoPipeline activity, calls, messages and estimates can reference the same customer record used after the sale.

A usable sales system
Ownership, pipeline stage and customer history remain visible so representatives can identify which opportunities need contact or a quote.
The guided quote reads from the retailer's catalogue, reducing reliance on personal price sheets and copied formulas.
Sent, viewed and accepted estimate states can appear beside the customer and opportunity instead of being checked elsewhere.
The sales path
The sales workflow joins the information a representative uses before, during and after the customer conversation.
Create the customer and opportunity, record the lead source, assign a representative and place the deal in the shared pipeline.
Keep calls and SMS close to the record while confirming the property, services and proposed solar or battery package.
Send the numbered estimate, see the customer's response and carry the accepted commercial record into operational delivery.
Questions
Yes. The sales workflow is designed around solar and battery customer records, retailer catalogues, guided quotes, Australian rebate settings and the handover into installation operations.
ArcSolar includes browser calling, two-way SMS and voicemail, plus recordings, transcripts and AI CallIntelligence summaries when source material and access are available.
Authorised managers can review pipeline activity, SMS history, call recordings, transcripts and AI call summaries to understand an outcome. Call evidence depends on capture and access.
Evidence and review
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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