In the dynamic world of solar energy, growth can be a double-edged sword—more inquiries, more complexity. For Australian Solar Solutions, Solar Retailers, Solar Installers, and Solar Contractors, managing high volumes of leads and follow-ups shouldn’t feel like a juggling act. That’s where Eclipse360 steps in. 

Built specifically for Australian Solar EPC leaders who are serious about scaling smartly, our CRM takes the guesswork out of lead handling. Whether you're overseeing a growing sales team or leading operations, “Eclipse360—built for Australian Solar EPCs, crafted for speed, structure, and success—” empowers you with automation, structure, and clarity—so no lead is ever left behind. 

Let’s walk through the simple and clear Solar Sales Process of Eclipse360 

Step 1: Automate Your Lead Management 

Import or Add Leads in Seconds 

Whether you’ve got 10 leads or 1000, our CRM makes it effortless to: 

• Import large batches from CSV files 

• Manually add new leads on the fly 

Once added, leads appear instantly in a structured table/dashboard view, grouped by status (Active, On Hold, Converted, etc.). No more Excel chaos. 

Admin to Team: Smart Lead Assignment 

After importing, admins can: 

• Assign individual leads or full files to sales team members 

• Automatically notify assignees of new tasks via CRM alerts 

Each team member gets real-time access to their leads along with relevant data—contact info, address, last activity, and status. 

Step 2: Stay on Track with Event Management 

Leads don’t convert in one click—they need follow-ups, inspections, and calls. Our built-in Event Management system ensures nothing is forgotten. 

Team members can proceed further according to the status of any lead: 

• “No Status”: Assignee will go for the first contact with the added lead and activate it.

• “Active”: Assignee will prioritize the lead, continue conversations for conversion, and track the negotiation process using the smart calendar. They can also log calls, visits, or notes; collect and store electricity bills, rooftop images, and other required data in one place (File Vault); and frame the quotation using the built-in Quote Builder. 

• “Converted”: After signing the quotation, the lead is marked as converted and moves forward to the installation process. 

Everything is traceable in a lead timeline, keeping everyone accountable and every step visible. 

Visual Calendar with Smart Prompts 

The calendar doesn’t just show you dates—it guides your team: 

• 🔴 Red days = Missed tasks

• 🟢 Green days = All done 

• 🟣 Purple outlines = Scheduled events 

Log and Schedule Events in One Click 

With just one click, team members can: 

• Log a call, site visit, or note

• Schedule future events with auto-reminders

• Get notified of overdue tasks and upcoming appointments 

This creates a living timeline of each lead’s journey—from first contact to conversion. 

Why It Matters for Solar EPCs 

Your Solar sales and operations teams are busy building clean energy futures. Let our CRM take the weight off your shoulders by: 

• Eliminating lead chaos 

• Enhancing team coordination 

• Ensuring no opportunity is ever missed 

 Be active. Be organized. Be prepared. 
That’s how solar deals get closed. 

Sign Up Now: www.eclipse360solar.com 
Questions? Reach out at: info@eclipse360solar.com 
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