# CRM & Pipeline Management Powerlily's CRM (Customer Relationship Management) system helps you manage your entire solar pipeline from initial lead to installation completion. Track every project, collaborate with your team, and never lose a deal. ## Key Features - **Custom Workflows** - Create workflows that match your sales process - **Kanban & Spreadsheet Views** - Visualize your pipeline your way - **Lead Management** - Capture and track leads automatically - **Project Tracking** - Monitor every project from quote to installation - **Team Collaboration** - Share notes, tasks, and files with your team - **Calendar & Events** - Schedule site visits, installations, and follow-ups - **Task Management** - Assign and track tasks across projects - **Document Management** - Store and share files with clients and team - **Pipeline Analytics** - Understand your sales funnel and conversion rates ## How It Works ### 1. Lead Capture Leads flow into Powerlily automatically: - **Contact Page** - Branded form on your Powerlily domain - **Embedded Form** - I-frame embed on your website - **Manual Entry** - Add leads directly - **Notifications** - Team gets notified of new leads instantly ### 2. Workflows & Columns Organize your pipeline with custom workflows: - **Workflows** - Separate pipelines (e.g., Residential, Commercial, Referrals) - **Columns** - Stages in your process (e.g., New Lead, Quoted, Negotiating, Won, Lost) - **Drag & Drop** - Move projects between columns easily - **Automation** - Set up automated actions when projects move ### 3. Projects Each quote or opportunity becomes a project: - **Project Details** - Customer info, system specs, pricing - **Activity Timeline** - Complete history of interactions - **Team Members** - Assign sales reps and installers - **Documents** - Store proposals, contracts, permits - **Tasks** - Track what needs to be done - **Events** - Schedule site visits and installations ### 4. Collaboration Work together as a team: - **Shared Notes** - Team-wide project notes - **@Mentions** - Tag team members for attention - **File Sharing** - Upload and share documents - **Activity Feed** - See all project activity - **Watchers** - Get notified of project updates ## Views ### Kanban View Visual board showing projects as cards in columns: - **Drag & Drop** - Move projects between stages - **Quick View** - See key info at a glance - **Filtering** - Show only specific projects - **Color Coding** - Visual indicators for status ### Spreadsheet View Table view with sortable, filterable columns: - **Custom Columns** - Show the data you need - **Bulk Actions** - Update multiple projects - **Export** - Download to CSV/Excel - **Sorting** - Order by any field ### Calendar View Timeline view for scheduling: - **Site Visits** - Schedule assessments - **Installations** - Plan install dates - **Follow-ups** - Never miss a callback - **Team Calendar** - See everyone's schedule ## Pipeline Analytics Understand your sales performance: - **Conversion Rates** - Lead to quote to close ratios - **Pipeline Value** - Total dollar amount in pipeline - **Win/Loss Analysis** - Why deals close or fail - **Time in Stage** - Identify bottlenecks - **Sales Rep Performance** - Compare team members ## Getting Started 1. [[Workflows]] - Create your first custom workflow 2. [[Leads]] - Set up lead capture forms 3. [[Projects]] - Understand project management 4. [[Tasks]] - Learn task management 5. [[Calendar]] - Schedule events and appointments --- **Next:** Set up your [[Workflows]] to match your sales process.