Live
Lead Management
Capture, assign and follow up every lead, from first call to site survey, without losing anyone in a chat.
Learn more about Lead ManagementLive
Reports & Analytics
See the funnel and the team.
Conversion, source and team performance reports built into the modules you use.
Capabilities
What is included
- Funnel and conversion
- Source reports
- Team performance
- Exports
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Other modules
Live
Customer Management
Site details, documents, payments and history sit on one customer record that every module shares.
Learn more about Customer ManagementLive
Quotation & Proposals
Build GST-ready solar quotes with your branding and send a print-ready PDF in minutes.
Learn more about Quotation & ProposalsStart your free trial
Set up your workspace, switch on the modules you need and invite your team.