The CRM built for clean energy and carbon deals.
From rooftop solar to reforestation — capture leads, score intent, automate outreach, and move deals from first contact to funded. Purpose-built for the way climate finance actually closes.
Built for the way solar finance actually works
Six things every solar sales team needs — and none of the bloated enterprise CRM chrome you'll never use.
Leads flow from your marketplace listings, eligibility forms, and vendor inbound straight into stages — New → Contacted → Qualified → Application → Funded.
Every lead gets a personalised email and SMS draft generated from their project size, postcode, and finance need. Approve and send in one click.
Our underwriting AI scores each lead on credit signal and project viability, so your sales team works the deals that will actually fund.
See pipeline value, conversion rate by stage, and forecast monthly revenue. Commission and lead-fee billing reconcile automatically.
Australian Credit Licence guardrails, audit trail on every activity, and automatic suppression on opt-outs. Sydney data residency.
Unified timeline of every touch — outbound, replies, call notes — attached to the lead and the vendor handling the deal.
How it works
- 1Lead lands
Marketplace, eligibility form, vendor referral or imported list — every lead lands in one inbox.
- 2AI scores & drafts
Confidence score, suggested next action, and an outreach draft generated automatically.
- 3You approve & send
One click to send email or SMS. Replies, calls and notes attach to the timeline.
- 4Deal funds
Stage moves to Funded. Commission and lead fees reconcile in your billing dashboard.
Talk to sales
Tell us a bit about your team and we'll be in touch within one business day to book a 20-minute demo on your real pipeline.