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GS CRM

GS CRM by GlobalSync

Solar CRM software built for Australian solar businesses

Run every solar job from first enquiry to after-care in one connected system: leads, system costing and STCs, quotes with online signatures, installations, invoices and installer payments.

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See GS CRM in action

A silent tour of the real interface with demo data: the dashboard, leads, the project record and Sales Input costing, quotes with online signatures, installation, reports and settings.

See how GS CRM is structured

Explore GS CRM Architecture

From first lead to after-care

GS CRM follows the way solar retailers and installers actually work, so each team picks up the job where the last one left off.

  1. 01

    Capture the lead

    Leads arrive from Meta Lead Ads, Google Sheets, CSV import or manual entry and are assigned to your sales team.

  2. 02

    Cost, quote and sign

    Build the system from your product catalogue, include STCs and send a quote the customer can sign online.

  3. 03

    Finance and compliance

    Track deposits and payments, work through the legal checklist and keep every document on the project.

  4. 04

    Install

    Schedule installers, generate pick lists and record installation details as the job progresses.

  5. 05

    Invoice and pay

    Issue invoices, sync with Xero and track installer payments and commissions.

  6. 06

    After-care

    Log maintenance visits and customer feedback long after the panels are on the roof.

Everything your solar business runs on

Purpose-built tools for sales, operations, installation and finance teams.

The project record

Every job in one place, from sale to after-care

One record per job, with tabs for sales, finance, legal, installation, payments, maintenance, feedback, notes and documents. Sales, operations, installation and finance work from the same record, so nothing is re-keyed between teams.

  1. 01Sales Input
  2. 02Documents
  3. 03Notes
  4. 04Finance
  5. 05Invoice payments
  6. 06Installation
  7. 07Installer payments
  8. 08Maintenance
  9. 09Feedback
  10. 10Legal

Lead management

Capture, import and assign leads, track their status and convert them into projects.

System costing

Add panels, inverters, batteries and other products from your catalogue to cost each system.

STC and rebates

Work out small-scale technology certificates as part of the project so pricing reflects the rebate.

Quotes and online signatures

Generate branded quotes from project data and let customers sign them digitally.

Installation management

Assign installers, schedule jobs and keep installation details with the project.

Reports

Lead, project, commission, lead payment, salary and maintenance reports.

Also included

Customers
Keep customer contact details and history linked to every project they have with you.
Installers
Manage installer records, state licences, documents and installer payments.
Documents and compliance
Store project and installer documents and work through a legal checklist for each job.
Pick lists and invoices
Produce pick lists for the warehouse and invoices for customers straight from the project.
Tasks and notifications
Assign tasks to your team and get notified when something needs attention.
Email templates
Send project emails from reusable templates, with documents attached.
Roles and permissions
Separate views for admins, sales and installation teams, so everyone sees the work that matters to them.

Connected to the tools you already use

Each company connects its own accounts from the Integrations page.

  • Xero

    Push projects to Xero as contacts, invoices and payments, and pull updates back.

  • Meta Lead Ads

    Bring Facebook and Instagram lead form submissions straight into your leads list.

  • Google Sheets

    Sync leads from a connected spreadsheet.

  • Google Maps

    Address search and travel distance from your depot to each installation.

  • OpenSolar

    Link GS CRM projects to their OpenSolar designs.

Built for more than one company

Run several solar businesses from one GS CRM account. Each company keeps its own branding, quote settings, depot address, travel rate, products, users and integrations, and authorised users can switch between companies in a click.

  • Separate data and settings for each company
  • Per-company branding on quotes and documents
  • Per-company depot and travel costs
  • Role-based access for every user

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