Is SolutionView a CRM?

Short answer: no, it is not a CRM! SolutionView is an in-the-field sales app that should be used by anyone at a contracting company who comes into contact with a homeowner. The app integrates with many relationship management systems.

What sets SolutionView apart from a CRM or other proposal generators is that it follows a proven sales approach. This educates homeowners and helps them choose their perfect project. The software also presents homeowners with options, empowering them to make an informed decisions. In fact, with the app, you don’t have to worry about if the homeowner will buy. Instead, it's a matter of what option they will choose?

Additionally, a salesperson can make an appointment in the app, and the information will update in a CRM with integration.

SolutionView is also commonly used among service techs to serve homeowners. SolutionView provides a service team with the right messaging, including questions to ask a homeowner that could uncover a new sales opportunity.

Many contractors use a CRM to manage their customer relationships back at the office. SolutionView is an app that contractors use with a homeowner at any appointment.