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