Suntrific has worked with contractors for 3 years to build a contractor specific CRM and project management solution. Our Contractor CRM is designed to complement your workflows and technology needs to enhance your efficiency and effectiveness. Here are a few of the customizations and enhancements that come standard in our CRM.

Your Pain Points, Our Solutions!


  • Timely Response to Leads

    Auto notifications to sales when new leads arrive. Track response times and number of calls, emails and other touches to leads.

  • Appointment Scheduling

    Schedule appointments with the click of a button. Easily sort and filter your leads by appointment date to prioritize and schedule work.

  • Tracking Documents

    You no longer need to hunt for proposals or contracts. All of these documents can be uploaded and kept right with your client records so they are available to everyone, even through our mobile app!

  • Job Tracking

      Seamlessly track your operations in the same platform as your marketing and sales efforts with our built-in job tracking module. Useful workflows rules and functions keep track of project milestones and time in operations so you can keep your projects running smoothly.

  • Data & Security

    Users can be assigned profiles and roles to protect your data and system settings. You can further customize these permissions so that your system is secure while letting contractors and independent reps have access to the information they need.

  • Reports & Dashboards

    Customized reports give you detailed insight into your sales & operations. Dashboards allow you to track Key Performance indicators, track trends and identify bottlenecks before they cause issues.

  • Easily Manage Sales Reps

    A unique sales rep module allows you to add as many reps as you want without having to purchase separate licenses for them. This is particularly useful if you have many 1099 contractors that sporadically bring in deals.

  • Automate Workflows

    Easily customize and automate workflow rules. We have already automated appointment scheduling, job creation and a number of notifications to keep your organization running smoothly.

  • Increase Employee Productivity

    Provide dashboards to your employees so they can see each-other's results and watch everyone's productivity increase as they try to keep up with one and other.

Frequently Asked Questions

  1. What is CRM and why should I use CRM software for my business?

    CRM stands for Customer Relationship Management. As we all know, in the business world, time equals money. Your time is better off when invested in taking care of your core business rather than operational tasks such as noting down reminders and jotting accounts. Likewise, in Customer Relationship Management, the sales process also involves several such operational tasks. For example:

    • Assigning leads to sales reps
    • Following up with contacts by phone or email
    • Keeping a track of new business deals
    • Generating sales reports
    • Tracking customer complaints and so on
  2. How does the CRM benefit my business?

    CRM is often misunderstood as an application or a tool, but in the real sense of the term it is a way of doing business. There can be innumerable reasons for businesses to implement CRM. However, let’s take a look at few of the most apparent benefits of using CRM.

    • 360 degree view of business
    • Organizational-level data sharing
    • Reduce cost on customer acquisition
    • Centralized customer interaction
    • Improved customer support
    • Increase customer satisfaction
    • High rate of customer retention
    • Boost new business
    • Increase revenue at low cost
  3. What are the system requirements for the CRM?

    The Catalyst IQ Connect CRM is an on-demand, user-friendly application, compatible with basic system configurations. Here are the basic system requirements:

    • Operating System:
      • Windows
      • Linux
      • Mac OS X
    • Web Browser:
      • Safari 4 and above
      • Chrome 17 and above
      • Firefox 17 and above
      • Internet Explorer 9 and above

      Please make sure you have enabled JavaScript, enabled Cookies, and installed Flash plug-in.

  4. Can I see a demo of the CRM?

    Yes, we would be happy to demonstrate the Catalyst IQ Connect CRM and Solar Proposal Tool at your convenience. The demo lasts anywhere from 45 minutes to one hour. To schedule your personal session, please click here.

  5. Is there a free trial of the CRM?

    Yes, there is a 15 day free trial of the Catalyst IQ Connect CRM. Please contact us for more information on the free trial.