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 * Home
 * Industries
   * Solar Software
     * Solar CRM
     * Solar Design Software
     * Solar Proposal Software
     * Solar Project Management Software
     * Solar Proposals - Done For You
   * Roofing Software
     * Roofing CRM
     * Roofing Project Management Software
     * Manage Roofing Remotely
     * Roofing Appointment Scheduling Software
   * Construction Software
     * Construction CRM
     * Construction Project Management Software
     * Construction Resource Management Software
     * Construction Remote Management Software
 * Features
   * Door-to-Door Sales Software
   * Marketing & Sales Management
   * Financial Management
   * Asset & Inventory Management
   * Human Resource Management
   * Dashboard Reporting Software
   * Adminstrative Management
 * Blog
 * Contact

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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




Book A Demo

Organize

Your Data, Team and Customers


Marketing

Sales

Optimize

Your Operations & Productivity


Production

Operations

Automate

Your Workflows and Reporting


Workflow

Reporting


FREE YOUR TEAM FROM USING MULTIPLE SOFTWARE

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

 * 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.

 * 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.

 * 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.

 * 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.

Book A Demo Now
Learn More


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.
   

Know More



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.
   

Know More



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.
   

Know More




YOUR COMPLETE OFFICE UNIFIED IN ONE PLATFORM

SALES

MARKETING

OPERATIONS

INVENTORY

PROJECT MANAGEMENT

HR

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.




Request Demo


HEAR FROM OUR SATISFIED USERS

Sunbase Icon 12

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

Sunbase Icon 13

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

Sunbase Icon 14

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

MARKETING AND SALES MANAGEMENT

ASSET & INVENTORY MANAGEMENT

FINANCIAL MANAGEMENT

ADMINISTRATIVE MANAGEMENT

DASHBOARD REPORTING SOFTWARE

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.



Read more

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.



Read More

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.



Read more

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.



Read more

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.



Read more

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 more
Request Demo


READ LATEST BLOGS & NEWS


TOP 5 BENEFITS OF IMPLEMENTING SOLAR DESIGN SOFTWARE

January 9, 2025
Boost efficiency and cut costs with solar design software, enhancing project
planning and profitability.



UNDERSTANDING SOLAR CRM: A BEGINNER’S GUIDE

January 8, 2025
Grasp how Solar CRM enhances lead management, sales, and customer interactions
while streamlining operations to scale your solar business efficiently.



STREAMLINED PROJECT MANAGEMENT FOR ROOFERS USING SUNBASE

January 7, 2025
Optimize roofing projects with Sunbase's planning, budgeting, and communication
tools. Simplify operations, automate tasks, and improve client satisfaction.

Show More



READY TO TRANSFORM YOUR BUSINESS IN ONE PLATFORM?


LET'S GET STARTED WITH SUNBASE.

Request Demo



COMPANY

 * Home
 * Contact
 * Demo Request
 * Blog

INDUSTRIES

 * Solar Software
 * Roofing Software
 * Construction Software

FEATURES

 * Door-to-Door Sales Software
 * Marketing & Sales Management
 * Financial Management
 * Asset & Inventory Management
 * Human Resource Management
 * Dashboard Reporting Software
 * Adminstrative Management

CONTACT

Phone

1-888-678-6227

Email

sales@sunbasedata.com

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