ClickSabi Pro
Run the solar customer journey from lead to O&M.
The customer communication and experience platform for solar providers. Proposals, projects, payments and aftercare stay connected to one customer record.
Who it's for
Built for forward-thinking solar providers.
Not a generic CRM. A workspace shaped around how solar is actually sold, built and supported.
Installers and EPCs
Owner-operators, electricians and growing crews who sell and build residential and small commercial systems.
Developers
Teams running several projects at once that need clear stages, documents and payment milestones.
Service providers
Companies that keep customers after the install, with warranties, documents and follow-up in one place.
Connected journey
One solar journey, two experiences.
Your team works in Pro. Your customer follows along in their own free ClickSabi account. Both see the same project, from different sides.
Provider workspace
Designs, proposals, projects, payments, conversations and analytics. Internal notes and private files stay with your team.
Connected homeowner experience
Customers see what you share: the proposal, conversation, project schedule, payments and warranties.
Five stages
Every stage of the customer journey, in one place.
- 01
Lead and opportunity
Customers, conversations and a clear next action for every enquiry.
Sell - 02
Design and proposal
Design on the real roof, then build the proposal from that design.
Sell - 03
Project delivery
Accepted proposals open the project with milestones, procurement and documents.
Deliver - 04
Payments
Payment requests tied to project milestones. Payouts in CAD for Canadian businesses.
Get paid - 05
Ownership and O&M
Warranty handover, shared documents, conversations and automated follow-up.
Operate
Sell
Turn opportunities into projects.
The design becomes the proposal. An accepted proposal opens the project with its milestones, documents and conversation already attached. Nothing is re-typed.
Relationships
Better information, clearer expectations, stronger relationships.
- Better information
- One record per customer. Everyone on your team works from the same facts.
- Clearer expectations
- Customers see the schedule, milestones and payments you share, so fewer questions go unanswered.
- Stronger relationships
- Follow-up, warranties and documents continue after install, not just until the sale.
In the product today
What your team gets.
- Solar Design with roof planes, module placement and stringing
- Proposal Studio built from the applied design
- Projects with milestones, procurement and completion
- Milestone payment requests and project funds
- One conversation per customer relationship
- Automations that respect your approval settings
- Analytics where every metric names its source
- Role-based access for owners, sales, support and compliance