Team & Role Management
Centralize your workforce management and role assignments within a unified cloud-based platform.
Overview
"Team & Role Management plays a critical role in the success of modern solar businesses. As solar operations grow in scale and complexity, managing processes manually or across disconnected tools leads to inefficiencies, delays, and revenue loss. SolarHubCRM provides a centralized, cloud-based solution that enables solar installers, retailers, and EPC companies to manage this function seamlessly within a single platform."
How This Service Works
This service is designed to simplify day-to-day solar business operations by centralizing data, automating repetitive tasks, and providing real-time visibility across teams. Users can manage workflows, track progress, and collaborate efficiently without switching between multiple systems.
Centralized Data
A single, secure point of truth for all your mission-critical business intelligence.
Automated Tasks
Intelligent triggers that eliminate manual data entry and repetitive follow-ups.
Key Capabilities
Powerful tools built specifically for the solar industry.
Role Definitions
Custom access levels for different team members.
Skill Tracking
Monitor certifications and individual strengths.
Resource Allocation
Assign projects based on team availability.
Performance Metrics
Track individual and team KPIs in real-time.
Hierarchical Access
Ensure managers see only what they need to.
Secure Auth
2FA and enterprise-grade security protocols.
Operational Benefits
Real results driven by centralization and automation.
Faster Projects
Reduce lead-to-install cycles through automated task handoffs and clear visibility.
Lower Costs
Eliminate manual errors and reduce administrative overhead with intelligent automation.
Accountability
Every team member knows exactly what they need to do and when it needs to be done.
Who This Service Is For
Installers & EPC
Solar Retailers
Ops Managers
Sales & Support
Finance & Admin
Australia's Trusted Solar CRM Platform
Join thousands of successful solar installers who trust our all-in-one platform for lead management, solar design, proposals, and project tracking.
Frequently Asked Questions
Ready to Scale Your Solar Empire?
Join hundreds of solar professionals who use SolarHubCRM to streamline their workflow and dominate the market.
Simple, transparent pricing
Choose the plan that fits your solar business. No lock-in contracts.
Free
Perfect for trying out our solar CRM platform.
- 50 tokens per month
- 25 solar or battery quotes
- Unlimited heat pump & kW size reports
- Up to 500 leads stored
- 5 designs per month
- Up to 3 users
Standard
Everything growing solar teams need to scale.
- 300 tokens per month
- 30 designs included (10 tokens/design)
- 3 lead source integrations
- Multiple options per design
- 5 users included (+$4.99 per extra user)
- Priority email support
Premium
Most PopularAdvanced tooling for established solar businesses.
- 500 tokens per month
- 50 designs included (10 tokens/design)
- 5 lead source integrations
- Extended reporting suite
- 7 users included (+$4.99 per extra user)
- Phone & priority email support
Pro
Purpose-built for high-volume enterprise teams.
- 2,000 tokens per month
- 200 designs included (10 tokens/design)
- Unlimited lead source integrations
- Advanced workflow automations
- 20 users included (+$4.99 per extra user)
- Dedicated account manager
See SolarHub in Action
Watch how solar teams generate quotes in seconds, automate designs, and reclaim 40+ hours every week.
