Vantizor CRM

Your entire solar
pipeline in one place

Kanban pipeline, lead management, team assignment, and activity tracking — built specifically for solar installation companies.

Pipeline Management

Visual Kanban pipeline for every stage

Drag deals from "Lead" through Qualified, Proposal, and Negotiation to Won or Lost. Every stage is visible at a glance — and you can rename, reorder, or add stages in Settings.

Customizable pipeline stages
Drag-and-drop lead management
Automatic stage timestamps
Team assignment per stage

app.vantizor.com/pipeline

The daily view

Everything your team needs, down the left-hand side

Pipeline, companies, contacts, tasks, meetings, reports and import — one sidebar, no submenus to hunt through. The dashboard opens on the numbers that matter and the follow-ups that are already overdue.

Total leads, appointments booked, deals won and revenue at a glance
Overdue follow-ups surfaced before anything else
Recent activity across the whole team in one feed
Weekly leaderboard so reps can see where they stand

app.vantizor.com/dashboard

CRM Features

Everything your solar team needs

Pipeline Stages

Configurable stages from first contact to installation. Visual progress tracking for every lead.

Team Management

Assign leads to sales reps, set territories, and track individual performance from one dashboard.

Appointment Scheduling

Schedule site visits and consultations directly inside the CRM. Automatic reminders via WhatsApp.

Activity Feed

Real-time feed of every action across the team. See calls, messages, and status changes as they happen.

Document Storage

Attach roof photos, contracts, and permits directly to leads. Everything in one place.

Built-in Analytics

Conversion rates, revenue forecast, and team leaderboard — always live, no exports needed.

Your entire solarpipeline in one place