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


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Organize

Your Data, Team and Customers

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Optimize

Your Operations & Productivity

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Automate

Your Workflows and Reporting

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Free Your Team from Using Multiple Software

Empower every member of your team with Sunbase for more efficient operations management. 

  • For Business Owner
    Sunbase Solar Software

    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.

  • For Sales Leader
    Sunbase Solar Management Software

    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.

  • For Field Sales
    Sunbase Solar CRM Software

    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.

  • For Operations
    Sunbase Solar Management Software

    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

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Solar Software

Powering Your Solar Business Success

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Solar Design Software
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Roofing Software

Elevating Your Roofing Business Efficiency

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Roofing Software Client Portal
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Construction Software

Constructing Your Path to Operational Excellence

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Solar Software Dashboard
Solar Software Sales Metrics
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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.

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Hear From Our Satisfied Users

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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

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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

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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

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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.

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Read Latest Blogs & News

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15 Oct, 2024
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14 Oct, 2024
Sunbas enhances EPC efficiency with accurate layouts, automated proposals, remote design, and seamless project management for solar professionals.
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11 Oct, 2024
Boost roofing business profitability with accurate estimates, advanced measurement tools, and real-time analytics using Sunbase Roofing Software.
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Ready to transform your business in one platform?

Let's get started with Sunbase.

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