Is SolutionView a CRM?

No, SolutionView is not a CRM.

Instead, it's a powerful in-the-field sales and service application designed for anyone at a contracting company who interacts with homeowners. While it integrates seamlessly with many customer relationship management (CRM) systems, SolutionView stands out by focusing on a proven sales approach that educates homeowners and empowers them to make informed decisions about their projects.

Beyond a Typical CRM or Proposal Generator

Unlike traditional CRMs or other proposal generators, SolutionView guides your sales team through a structured process that helps homeowners choose their ideal project. This means you'll shift your focus from "will the homeowner buy?" to "which option will they choose?"

SolutionView also makes managing appointments easy. Salespeople can schedule appointments directly within the app, and that information automatically updates in your integrated CRM.

Empowering Service Technicians to Drive Revenue

SolutionView isn't just for sales; it's also a valuable tool for service technicians looking to provide exceptional service and identify new sales opportunities. Many service teams lack effective CRM solutions to help them generate revenue. SolutionView fills this gap by equipping your service team with the right messaging and questions to uncover potential sales during service calls.