ConnectPro CRM vs Solarblocks

Connect Pro CRM is the native iPhone workspace for solar sales teams: leads, pipeline, messaging, and team management, all in one fast, focused app. Built for setters, closers, trainers, and managers who run their day from an iPhone. No more switching between spreadsheets, text apps, and the office computer. LEADS THAT MOVE - Capture leads in seconds. Tap to call or text directly from the lead card. - Filter by status, interest level, and service type. - Score and prioritize leads with at-a-glance signals. - Convert qualified leads to deals with one tap. VISUAL PIPELINE - Drag deals between stages with native iOS gestures. - See weighted pipeline value, committed revenue, and total forecast on every screen. - Days-in-stage indicators highlight stale deals before they go cold. MESSAGING THAT KEEPS UP - Two-way SMS with your leads, built right into the app. - Save and reuse SMS templates for the messages you send most. - Internal team messaging for back-channel coordination. - Push notifications when a lead replies — even when the app is closed. YOUR DAY AT A GLANCE - Personalized dashboard with revenue forecast, KPI trends, and today's schedule. - Six-month sparklines for revenue, leads, deals, and conversions. - Calendar view for meetings, calls, follow-ups, and site visits. TEAM AND COMMISSIONS - See your team hierarchy and downline performance. - Track commissions and progress against monthly targets. - Role-based access for setters, agents, trainers, project managers, and admins. BUILT FOR IPHONE - Native SwiftUI throughout — fast, smooth, and at home on iOS. - Face ID and Touch ID app lock. - Home screen widget for daily KPIs. - Spotlight search across leads and deals. - Haptic feedback, dark mode, dynamic type, and pull-to-refresh on every list. PRIVACY AND TRUST - All data encrypted in transit. Credentials stored in iOS Keychain, never in cloud backups. - No third-party ad networks. No cross-app tracking. Connect Pro CRM uses the same backend as the Connect Pro web app, so your data is consistent everywhere you work.

SolarBlocks is an all‑in‑one ERP designed specifically for solar businesses. From the first customer inquiry to final commissioning and after‑sales support, SolarBlocks gives you a single system to manage every step of your workflow. Sales, design, installation, and operations teams work together in one place instead of juggling spreadsheets, chats, and disconnected tools. With SolarBlocks, you can capture and qualify leads, prepare accurate proposals, schedule site visits, track material usage, and keep every project moving on time. The app is built for fast‑growing installers and EPC companies that need real‑time visibility into what is happening across the business. Key capabilities include lead and CRM management to record new inquiries, assign owners, track status, and see the full history of communication so no opportunity is lost. It supports site surveys and design inputs so you can store site photos, roof details, measurements, shading notes, and system design parameters in a structured, searchable format. SolarBlocks streamlines quotations and costing by helping you build consistent, professional proposals based on your preferred components, pricing rules, and margin targets. Project tracking and tasks let you break projects into stages such as survey, design, permissions, installation, inspection, and handover, with clear responsibilities and due dates. Inventory and material tracking helps you manage panels, inverters, batteries, mounting structures, and balance‑of‑system components to avoid stockouts and last‑minute delays. Checklists and quality control features let you use digital checklists in the field to standardize installation practices, reduce errors, and improve safety and compliance. Team collaboration features give sales, engineering, operations, and management a shared, up‑to‑date view of every project, customer, and site. SolarBlocks is built with a mobile‑first experience so teams in the field can update project status, upload photos, and complete checklists right from their phones. This reduces manual reporting and keeps office staff informed without constant phone calls or messaging. Managers can quickly see which projects are on track, which tasks are delayed, and where attention is needed. By centralizing data and workflows, SolarBlocks helps solar companies shorten project cycles from lead to commissioning, reduce rework caused by missing information or miscommunication, improve forecasting for materials and labor, and deliver a more consistent, professional experience to customers. Solar energy is a fast‑moving industry. SolarBlocks gives you the operational backbone to grow your business with confidence, stay organized as your team scales, and deliver high‑quality solar projects every time.