Track, Automate and Close More Solar Deals WHILE REDUCING Human Error Which Means LESS Deals Slipping Through the Cracks

SMARTBoard is changing how solar companies process solar for the better.

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SMARTBoard CRM

Save Yourself Time By Using SMARTBoard

Handling how you manage your solar company is very important. SMARTBoard is a new innovative and efficient way to run your solar company online. It’s smart, simple and easy to sign up.

  • Top Customer Support
  • Powerful Milestone Engine
  • Intuitive Lead Flow
  • Quick Design Management
  • Robust Reporting

Our Awesome Core Features

There are countless reasons why our service is better than the rest, but here you can learn about why we’re different.

Map Out Your Entire Process With SMART Milestones

What Are SMART Milestones?

Easily set a condition to trigger an email, text, or relay an input through our Zapier integration, the possibilities are endless.

Secure Document Builder & e-Signer

Secure Document Builder

You have control over the documents that you use for your business, completely built in and ready to go.

Virtual Whiteboard

Virtual Whiteboard

Get a 50 ft view of your business and see the status of each job so they never fall through the cracks again.

1

Easy Sign Up

Create your SMARTBoard account in a matter of minutes and get started right away.
2

Get On Boarded Fast

Next go through our easy step by step on boarding process to set up your account quickly.
3

Start Selling

Sit back and easily manage your solar business because your life just got that much easier with SMARTBoard.
SMARTBoard lead view

The Best Way to Automate Your Solar Business

No matter the size of your business, you will be able to benefit from signing up with SMARTBoard today.

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Sign Up Today & Start Automating Your Business.

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