Priority-ranked cards
Every project gets a priority score from system size, stage, and value, so reps always know what to work next.
Solar CRM
Run every deal from first contact to final invoice.
The Solar CRM inside solAIr gives your team one place to track leads, quote jobs, hand off installs, and get paid — connected directly to the solar analysis and design workspace, not a separate tool.
10 stages
Configurable sales pipeline
1 workspace
CRM, quoting, and design in one project
Real-time
Pipeline value and win-rate tracking
No-code
Automation rules
Sales Pipeline
A pipeline built for how solar deals actually move.
Every project moves through ten stages — from new lead to won or lost — on a drag-and-drop board your team already understands. Rename, recolor, and reorder stage labels without breaking reports or automations underneath.
Custom tags & filters
Tag projects — Metal Roof, Commercial, High Priority, and more — then filter the board or project list by any combination.
Configurable stages
Relabel, recolor, or hide any of the 10 pipeline stages per account. The underlying stage IDs never change, so reports and automation rules keep working.
Live pipeline value
Dashboard KPIs — active projects, pipeline value, quotes out, win rate — update in real time as projects move.
Calendar & Scheduling
Every meeting, site visit, and install in one calendar.
A shared, color-coded calendar for meetings, calls, site visits, installs, and inspections — each one optionally linked to a project and a contact. Task due-dates from every project overlay on the same calendar, so nothing scheduled or due gets missed. Toggle between your own events and the whole team's.
Contacts & Quotes
Customers and paperwork live in the same record as the deal.
A dedicated contacts directory keeps decision-makers separate from raw inbound leads, while every quote in the account — draft, sent, viewed, accepted — rolls up into one inbox tied back to its project.
Connected Workspace
Every project links straight into the solAIr design workspace.
A CRM project isn't a duplicate record — it's connected to the same solAIr workspace your team already uses for site analysis, panel design, and financial modeling. Open a project's Solar Analysis tab to run or revisit the roof analysis for that address; system size, production, and pricing flow straight back into the project and its quote, with nothing to re-enter by hand.
OverviewContactsSolar AnalysisQuotePermit DocsWork OrderMaterial OrdersFinancialsTasksNotesCommentsActivityFiles
Post-Sale Operations
The job doesn't end when the quote is signed.
Work orders, procurement, invoicing, and no-code automation keep the project moving after the sale — without switching to spreadsheets or a second tool.
- Work orders
Generate a crew-ready work order with equipment notes and instructions, plus a single PDF bundling permits, site photos, and tasks — and a mobile field link crews can open on-site to check off tasks and upload photos.
- Procurement & suppliers
Create material orders against your supplier directory and track delivery status per project.
- Invoicing, payments & expenses
Turn a signed quote into a branded invoice, record payments and expenses, and see quoted vs. invoiced vs. paid at a glance.
- Financing, commissions & referrals
Track financing status by partner, calculate rep commissions automatically from each project's live value, and see which contacts are driving your best referrals. Every quote also gets a one-click e-signature link.
- No-code automation
Rules like "quote signed → create install checklist, notify crew lead" run without engineering involvement.
One connected path
From first contact to final invoice, one record the whole way.
1→
Lead
A prospect enters the pipeline as a new lead, manually or converted from the embed widget.
2→
Solar Analysis
Run the site's roof analysis and panel design directly from the project.
3→
Quote
Pricing and production flow into a branded, signable quote.
4→
Signed
Automation rules move the project forward and notify the team.
5
Install & Invoice
Work orders, material orders, and invoicing carry the job to close.
See the Solar CRM on your own pipeline.
Book a walkthrough with your own territory, stages, and equipment.
Book a DemoBook a Claira Demo
Tell us whether you want to evaluate the Solar Workspace, the Solar CRM, Claira Hub, or Claira Académie.