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I will setup solo crm sunbase aurora solar crm opensolar enact shape solargraf arka 360
CRM and Ops Setup Specialist for Churches, Roofing, Solar and Memorial
Hi Awesome Buyers,
I’m Carlos. I help service-based teams get their systems set up the right way, so leads don’t slip, jobs move smoothly, and everyone knows what to do next. I work with churches/non...
About this Gig
I will set up your solar sales CRM pipeline automations and workflows
Hi Awesome Buyers,
If your solar team is still tracking leads in spreadsheets, losing deals between setters and closers, or spending too much time figuring out where a job stands, your CRM is not doing its job. I help solar companies get their systems set up and running the way their actual sales process works.
I work hands on with Solo CRM, Sunbase, Aurora Solar CRM, OpenSolar, Enact, Shape, SolarGraf, and Arka 360. That means building your pipeline from lead to install, setting up user roles for setters, closers, designers and ops, creating proposal templates, configuring automations and follow up sequences, and making sure every team member can see exactly where each deal stands without asking around.
Whether you need a clean first time setup, a migration from another tool, or want to fix a messy system your team has stopped trusting, I will build a system practical, organized and well documented for your team use
My process is straightforward. We start with a quick intake about your team and current workflow, I build and test the setup, then hand it off with clear documentation
Send me a message
Software:
GoHighLevel
Industry:
Business services & consulting
•
Construction
•
Energy
My Portfolio
FAQ
Which platforms do you work with?
I work with Solo CRM, Sunbase, Aurora Solar CRM, OpenSolar, Enact, Shape, SolarGraf and Arka 360. If your platform is not listed, message me and I will confirm if I can help.
Do I need an active subscription before ordering?
Yes. You need an active account on the platform before we start. I handle the setup and configuration, not the subscription itself.
How do you access our CRM?
I ask for admin or owner level invite access where the platform allows it. You do not need to share your main login credentials.
Our CRM is already set up but it is a mess. Can you fix it?
Yes. I will audit your current setup, identify what is not working and reorganize it so your pipeline and workflows actually reflect how your team sells.
Can you migrate our data from another CRM?
Yes. If you have a CSV or data export from your previous platform I can help you clean, format and import it into the new one correctly.
What information do I need to provide before we start?
Your team structure (setters, closers, designers, ops), your current sales process from lead to install, and admin access to the platform.
How long does the setup take?
Basic setups are done in 2 days. A full single platform setup takes 5 to 7 days. Multi platform implementations run 10 to 14 days depending on complexity.
Will my team know how to use the system after you are done?
Yes. Every order includes handoff documentation. Premium orders also include a 60-minute team training walkthrough and a pipeline management checklist.
Can you set up both our CRM and our design or proposal tool together?
Yes.
