CRM and Clients
Capturing and organising demand: lead contacts and lead companies, configurable pipelines, the lead board, deals, web-to-lead capture, follow-ups, and converting won business into managed clients.
CRM-01Create and Manage Lead ContactsAll editions. Core feature - no add-on required. Some capture sources, such as Meta Lead Ads or Calendly, depend on their own add-on modules.CRM-02Manage Lead CompaniesAll editions. Core feature - no add-on required.CRM-03Configure Pipelines and StagesAll editions. Core feature - no add-on required. Solar CRM accounts are seeded with three predefined pipelines at signup.CRM-04Use the Lead BoardAll editions. Core feature - no add-on required.CRM-05Create and Work DealsAll editions. Core feature - no add-on required. Adding products to a deal requires the products catalogue to be populated.CRM-06Embed a Web-to-Lead FormAll editions. Core feature - no add-on required. Capturing leads from Meta Lead Ads or Calendly instead uses separate add-on modules.CRM-07Import Leads from a CSV FileAll editions. Core feature - no add-on required.CRM-08Manage Follow-Ups and RemindersAll editions. Core feature - no add-on required.CRM-09Assign Lead Agents and Set GoalsAll editions. Core feature - no add-on required.CRM-10Manage GDPR Consent for LeadsAll editions. Core feature - no add-on required. GDPR configuration is an account-level settings area.CRM-11Manage Clients and the Client PortalAll editions. Core feature - no add-on required. The e-invoicing fields on a client are used by the E-Invoice add-on module, which an Administrator must enable.
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