One Solution,
Endless Possibilities
All-in-one Business Management
Software
Redefine your business management with Sunbase—a comprehensive solution that consolidates all your tools, simplifying operations, saving you time and money, and boosting productivity
Free Your Team from Using Multiple Software
Empower every member of your team with Sunbase for more efficient operations management.
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For Business Owner
Streamlined Operations: Manage all aspects of your business from one platform, reducing the need for multiple software solutions.
Increased Efficiency: Improve efficiency by eliminating duplicate data entry and streamlining workflows.
Better Decision Making: Access real-time insights and analytics to make informed business decisions.
Cost Savings: Save money by consolidating software expenses into one solution.
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For Sales Leader
Improved Visibility: Gain a comprehensive view of the sales pipeline and team performance.
Enhanced Collaboration: Facilitate collaboration between team members by centralizing communication and data.
Increased Productivity: Automate repetitive tasks and streamline processes to boost productivity.
Better Sales Forecasting: Use advanced analytics to predict sales trends and make accurate forecasts.
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For Field Sales
Mobile Access: Access important information and tools from anywhere, increasing flexibility and productivity.
Efficient Route Planning: Optimize routes for sales visits to maximize time and reduce travel costs.
Real-Time Updates: Stay informed with real-time updates on leads, opportunities, and customer information.
Improved Customer Relationships: Provide better service by having access to customer history and preferences on the go.
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For Operations
Streamlined Processes: Simplify operations by integrating all departments and functions into one system.
Inventory Management: Manage inventory levels and track assets more effectively.
Better Communication: Improve communication between departments and locations.
Compliance and Security: Ensure compliance with industry regulations and protect sensitive data with robust security features.
Industry Tailored Solutions
Solar Software
Powering Your Solar Business Success
- Solar CRM: Manage customer interactions, track leads, and streamline sales processes.
- Solar Proposals: Create professional and customized proposals quickly and efficiently.
- Solar Design Software: Design solar energy systems with precision and accuracy.
- Solar Project Management: Efficiently manage and oversee solar projects from start to finish.
- Solar Proposals - Done For You: Get professionally designed and customized proposals for clients, saving time and effort.
Roofing Software
Elevating Your Roofing Business Efficiency
- Roofing CRM: Manage customer interactions, track leads, and streamline sales processes.
- Manage Roofing Remotely: Monitor and manage roofing projects from anywhere.
- Roofing Appointment Scheduling: Schedule appointments with ease, optimizing your team's schedule.
- Roofing Project Management: Oversee contractor activities and assignments.
Construction Software
Constructing Your Path to Operational Excellence
- Construction CRM: Manage client relationships, track leads, and streamline sales processes.
- Construction Project Management: Plan, organize, and oversee construction projects.
- Construction Resource Management: Efficiently allocate and manage resources.
- Manage Construction Remotely: Monitor and manage projects from anywhere.
Your complete office unified in one platform
Lead Management: Capture, qualify, and nurture leads effectively.
Sales Board: Visualize and manage sales pipeline stages and deals.
Canvassing: Organize and optimize door-to-door sales campaigns.
Proposals: Create, customize, and send professional sales proposals.
Design Request: Easily request and manage design work for projects.
Appointment Distribution: Efficiently assign and distribute appointments.
Followup Board: Schedule, track, and manage follow-up activities.
Goal Setting: Set, track, and achieve sales goals.
Area Management: Efficiently manage and allocate sales territories.
Event Management: Plan, promote, and manage marketing events.
Campaign Management: Strategize, execute, and track marketing campaigns.
Newsletters: Create and send engaging newsletters to customers.
Dailer: Manage and execute outbound calling campaigns.
Job Board: Assign, monitor, and manage job tasks.
Dispatcher: Coordinate and dispatch job assignments.
Job Booking: Schedule and manage job appointments.
Live Map: Monitor real-time locations of team members.
Remote Data Collection: Collect, manage, and analyze data remotely.
Team Performance: Evaluate and improve team performance metrics.
Digital Business Card: Create and share digital business cards seamlessly.
Assets: Monitor and manage company assets efficiently.
Products: Track and manage product inventory effectively.
Facilities: Manage and maintain company facilities.
Vehicles: Monitor and manage company vehicle fleet.
Supplier: Manage and maintain relationships with suppliers.
Task Board: Organize and manage project tasks effectively.
Workflow Automation: Automate repetitive project workflows.
Time Management: Track and manage project timelines and deadlines.
Engagement Metrics: Analyze and improve project engagement metrics.
Day Planner: Plan and organize daily tasks and appointments efficiently.
Recruitment Pipeline: Manage and track recruitment process stages.
Employee Onboarding: Streamline and improve new employee onboarding.
Conversations: Facilitate and track employee communications.
Hear From Our Satisfied Users
I have been a software developer for roughly a decade, spending the last 5 years as a technical consultant. This career has led me to extensively research various CRM, CMS, and PLM tools. I have implemented and configured Oracle CRM, Siebel, Salesforce, HubSpot, Zoho, Zendesk, Asana, Wrike, Smartsheet, Monday and SunbaseData. Sunbase is by far my favorite.
Rebecca Hagerty
I highly recommend SunBase to any company seeking a comprehensive, user-friendly, and powerful software solution. With a vast array of features and outstanding support from Jared and his team, SunBase has exceeded our expectations and played a vital role in the success of our business. Thank you, Jared, for your exceptional service and for creating such an incredible platform!
Mathew Riley,
Michigan Solar Solutions
High-quality, powerful software and a very personal and well-tailored set-up process. Prices for everything are great and we've been happy with all of our interactions with their people so far. Really looking forward to the enhanced productivity over our old system.
Peter Smith
Features You'll Love
Door-to-door sales software
Our door-to-door sales software streamlines your sales process, from lead generation to deal closure. Easily manage and track leads, optimize routes for sales reps, and improve customer interactions. With real-time updates and analytics, you can increase sales efficiency and effectiveness, ultimately driving revenue growth.
Marketing and Sales Management
Our integrated marketing and sales management platform helps you streamline your marketing campaigns, track leads, and manage sales processes. By centralizing these functions, you can improve collaboration between teams, increase lead conversion rates, and ultimately drive revenue growth.
Asset & Inventory Management
Our asset and inventory management software allows you to easily track and manage your assets and inventory. From tracking asset locations to managing stock levels, our software helps you optimize your resources, reduce costs, and improve operational efficiency.
Financial Management
Our financial management software helps you streamline your financial processes, from budgeting to reporting. By providing real-time insights into your finances, you can make better-informed decisions, reduce costs, and improve profitability.
Administrative Management
Our administrative management software helps you streamline your administrative tasks, from employee scheduling to document management. By automating these processes, you can improve efficiency, reduce errors, and free up time for more strategic activities.
Dashboard Reporting Software
Our dashboard reporting software provides you with real-time insights into your business performance. By visualizing key metrics and trends, you can make data-driven decisions, identify areas for improvement, and drive business growth.
Read Latest Blogs & News
Maximizing Efficiency: Top Strategies for Streamlining Proposal Process with Solar Proposal Software
Ready to transform your business in one platform?
Let's get started with Sunbase.
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