Features

Sunbase Features

Our all-in-one software platform includes a full suite of tools available to manage everything from lead to closed project.

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Sunbase All-In-One Full Featured Software Platform

Software Feature Set

CRM

Keeps prospect and customer records organized and accessible any time, from any device.

Job Management

Create accurate and professional PV array designs and run system simulation analysis with a click.

Financial Management

Generate attractive interactive web proposals that include designs, financing, and even e-signing.

Lead Capture / Web Forms

Keeps prospect and customer records organized and accessible any time, from any device.

Door-To-Door Canvassing

Create accurate and professional PV array designs and run system simulation analysis with a click.

Proposal Software

Generate attractive interactive web proposals that include designs, financing, and even e-signing.

Inventory Control Management

Keeps prospect and customer records organized and accessible any time, from any device.

Bill Of Materials Calculator

Create accurate and professional PV array designs and run system simulation analysis with a click.

Visual Board Tracking

Generate attractive interactive web proposals that include designs, financing, and even e-signing.

Punch Clock Time Tracking

Keeps prospect and customer records organized and accessible any time, from any device.

HR Management Tools

Create accurate and professional PV array designs and run system simulation analysis with a click.

Staff Training Platform

Generate attractive interactive web proposals that include designs, financing, and even e-signing.

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Features

Helping Businesses Grow

You’re Tired Of Complex CRM Tools. But You Want To Simply Streamline Operations. So Its Time You Met SunbaseData.

Our mission is to provide service-based companies with the most advanced and affordable tools to manage their business operations more effectively and profitably.

See all of your jobs in one visual display.

Making sure that no job is lost or forgotten about. You can even use the job board on your morning sales meeting making sure everything is humming along.
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GPS Tracking & LiveMap

See all active appointments, service calls for the day on the map Can change the status of the driver and the vehicle will change colors Easily switch territories and recenter the map
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Attach Files to a Record

This function streamlines sharing directly from the field with the office associated with the customer or the job. This tool makes tracking everything and associating it with the right job or customer easier than ever.
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Proposal Generator

Using this tool, users can load templates of their custom proposals and the system will auto-fill the template with the relevant customer details including attachments as necessary with a single click.
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Visual Sales Board

Oversee your sales pipeline with greater visibility using the sales board feature. With the sales board tool, users are able to create any number of stages to their sales process and view leads in an enhanced visual format.
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Sales Pipeline Segmentation

A major benefit of dividing the sales process is that it allows for more in-depth reporting such as best lead source, cost per lead, appointment, and customer, etc.
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