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Solar sales operations

Know where every solar lead actually stands.

Most solar teams lose deals between a spreadsheet, a shared inbox and someone's phone. Vantizor keeps the whole pipeline — leads, appointments, follow-ups, revenue — in one place your team and your partners can both work in.

app.vantizor.com/dashboard
Search… Dashboard Pipeline Companies Contacts Tasks Meetings WhatsApp Reports Import Settings Notifications 3 robin@vantizor.com Sign out Dashboard Welcome back — here's how the pipeline is moving today. Total Leads 247 Appointments Booked 58 Deals Won 29 Revenue €287,400 Recent Activity WhatsApp sent to Miguel García: "Danke für die Anfrage!" 2m ago WhatsApp received from Ana López 18m ago robin@vantizor.com logged a note for García Solar: "Follow-up done" 1h ago New task: Site visit prep (Müller GmbH) 2h ago WhatsApp sent to Schmidt AG: "Angebot in Kürze…" 3h ago robin@vantizor.com logged a call for Bauer GmbH 4h ago Leaderboard — This Week 1 robin@vantizor.com 7 deals 2 maria@team.com 5 deals 3 pedro@team.com 3 deals
Pipeline Six stages, renameable
Visibility Own deals, or everyone's
Booking One link per rep
Branding Yours, on white-label

Your team, or your customers

The same platform, sold two ways — one subscription either way.

Vantizor CRM

Drag deals across your own stages. Weighted forecast per column, a booking link for every rep, reporting by lead source, company and agent, and a full change history on each deal.

See the CRM →

White-Label Partner

The same platform carrying your logo and your colour. Your customers get their own workspace under your brand, with their data separated from every other client — they never see our name.

See white-label →

Your entire pipeline.
One clear view.

Stop managing deals in spreadsheets. Vantizor gives every lead a home — from first contact to signed contract.

  • Visual kanban pipeline with drag-and-drop stages
  • Assign leads to sales reps with one click
  • Automated follow-up reminders
  • Full activity log: calls, notes, emails, WhatsApp
  • Revenue tracking and deal forecasting
Book a Demo
app.vantizor.com/pipeline
Pipeline Drag deals across stages as they progress. + New Deal My deals 6 All 7 Open deals 6 Pipeline value €72,000 Weighted forecast €30,895 Won €17,500 LEAD (2) €22,700 €2,270 weighted · 10% García Solar R García GmbH €8,200 Miguel García 14 Sep 26 View details → López Rooftop R López & Sohn €14,500 Ana López 2 Oct 26 View details → QUALIFIED (1) €6,100 €1,525 weighted · 25% Müller GmbH M Müller AG €6,100 Thomas Müller 28 Sep 26 View details → PROPOSAL (2) €21,200 €10,600 weighted · 50% Bauer Solar R Bauer GmbH €11,800 Klara Bauer 9 Sep 26 View details → Fischer Deal M Fischer AG €9,400 Jonas Fischer 21 Sep 26 View details → NEGOTIATION (1) €22,000 €16,500 weighted · 75% Ramos Energía R Ramos SL €22,000 Elena Ramos 5 Sep 26 View details → WON (1) €17,500 Hoffmann AG R Hoffmann Co. €17,500 Lena Hoffmann 1 Sep 26 View details → LOST (0) €0
app.vantizor.com/whatsapp
WhatsApp Conversation history per contact. MG Miguel García Danke! Wann genau? 09:17 SA Schmidt AG Angebot erhalten 08:55 WC Weber & Co. Montag passt gut! yesterday MG Miguel García Contact Hallo! Interesse an Solar. 09:12 Sehr gut! Melden uns kurz. 09:14 Danke! Wann genau können wir? 09:17 Termin: 10.08. um 14:00 Uhr 09:18 Write a message… ↑

Reach clients where
they already reply.

In most of the markets our customers sell into, WhatsApp is where deals actually move — not email. So it belongs in the CRM, next to the deal, not in someone's private phone.

  • Each company connects its own WhatsApp Business number
  • Messages logged against the contact, like calls and notes are today
  • Your whole team works one number, not fifteen private phones
  • Being built now — the rest of the CRM does not wait for it
Ask about the timeline

Know your numbers.
Every day.

Real-time dashboards and automated reports so you always know revenue, conversion rates, and team performance — without building anything manually.

  • Live revenue and pipeline dashboards
  • Weekly reports sent automatically to your inbox
  • Conversion rate analysis by stage
  • Sales rep performance leaderboard
  • Export as PDF or CSV in one click
Book a Demo
app.vantizor.com/reportflow
ReportFlow Analytics Real-time performance across sources and companies. Lead-to-Appointment Rate 41% Appointment-to-Sale Rate 50% Pipeline Velocity 18 days Cost per Qualified Lead — Needs marketing spend tracking Conversion by Lead Source Source Opportunities Won Won € Website Form 47 19 €156,200 Conversion by Company Company Opportunities Won Won € Müller GmbH 12 5 €41,500 Conversion by Agent Agent Opportunities Won Conversion Won € robin@vantizor.com 29 14 48% €115,800

Built for solar sales teams

Everything your team needs to sell more solar — without the complexity.

A pipeline that matches how you sell

Rename, reorder or add stages in Settings. Set a win probability per stage and the weighted forecast follows automatically.

Everyone sees their own work

Deals, tasks, contacts and meetings all default to yours, with one switch to see the whole team. Nobody has to ask for access.

Appointments without the back-and-forth

Every rep gets a booking link. The prospect picks a slot — contact and meeting land in the CRM without anyone typing them in.

Reporting that names the source

Lead-to-appointment and appointment-to-sale rates broken out by lead source, by company and by agent. You see which channel is worth paying for.

Bring what you already have

Import contacts and companies straight from a spreadsheet — German and English column names both recognised. Duplicate numbers and emails get flagged on the way in.

WhatsApp — being built now

You'll connect your own WhatsApp Business number, the way you already connect a mailbox. It isn't live yet, and we'd rather say so than let you find out in a demo.

Simple, all-inclusive pricing

Plans that scale with your team. No hidden extras.

For Small Teams
CRM Starter
€149/mo
Up to 3 users  ·  €1,490/year
  • Full CRM pipeline management
  • WhatsApp integration (in development)
  • Automated email & WhatsApp sequences
  • ReportFlow Analytics dashboards
  • Appointment booking
  • Email & chat support
Book a Demo
For Partners
White-Label Partner
€899/mo
Unlimited end clients  ·  €8,900/year
  • Everything in CRM Team
  • Full white-label branding
  • Unlimited end clients
  • Dedicated account manager
Become a Partner

See it against your own pipeline.

Thirty minutes, screen shared, your market and your deal flow — not a canned demo. If it doesn't fit how you sell, we'll say so.

Book a demo