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Solatech, the world leader in window treatment software

Empowering retailers to quote, sell and submit orders in seconds

Whether in clients’ homes or showrooms, Solatech Focus and Solatech Edge work together to accelerate your sales process anywhere, anytime. Focus is your cloud-based point-of-sale software, and Edge is the CRM that keeps every lead, appointment, and follow-up on track. All from the browser on your tablet or laptop.

Solatech Focus + Edge

Lifecycle of Customer Relationship Management

How Solatech supports your customer’s journey, from Prospect to Referral.

  1. 1 Leads / Prospects
  2. 2 Quotes
  3. 3 Sales
  4. 4 PO Management
  5. 5 Installation
  6. 6 Reputation Management

Step 1 of 6

Leads / Prospects

  • Follow-up communication & tracking
  • Social media marketing & Social Media Planner
  • Unified Inbox
  • Email Marketing & Broadcasts
  • Calendaring & Booking Link
  • Contact management & activity timeline
  • Customizable workflows & statuses
  • Dashboard
  • Notes, Tasks, Tags, & Smart Lists
  • Google Calendar integration
  • Lead capture forms
  • Round-robin lead assignment

Step 2 of 6

Quotes

  • Opportunity Pipeline & Sales Funnel
  • Measure Sheets
  • FSS Window Pro integration
  • Bulk changes & item price locking
  • Customized reporting
  • Customized quotes with company logo
  • Error-proof Quotes
  • Multiple vendors & line items on a single quote
  • Automated discounts & surcharges
  • Vendor-supported & approved pricing & product configurations

Step 3 of 6

Sales

  • Customizable workflows & statuses
  • QuickBooks Online integration
  • APIs & Webhooks
  • Customized reporting
  • In-app signature capture
  • Payment tracking
  • Quotes & payments auto-sync between Focus & Edge
  • In-app payment processing Credit Cards ACH Financing Cash App Google Pay Apple Pay

Step 4 of 6

PO Management

  • Electronic ordering
  • Purchase Order creation
  • Vendor integration
  • Integrated PO status updates
  • One-button PO creation
  • Integrated PO management
  • Advanced reporting
  • Customizable PO workflow

Step 5 of 6

Installation

  • Scheduling
  • Installer forms
  • Customized Booking Link
  • Post-install automated review requests
  • Automated install confirmations/reminders
  • Team calendars for install crews
  • Mobile app for installers in the field
  • Support for in-house installers & contracted installers

Step 6 of 6

Reputation Management

  • Referral requests
  • Social media content management
  • Google Review automation
  • Follow-up management
  • Notes, Tasks, Tags, & Smart Lists
  • Client satisfaction surveys
  • AI review responses
  • Email follow-up marketing
  • Attribution reporting

Ready to transform your business? Discover how Solatech Focus + Edge can streamline your operations, drive growth, and increase revenue.

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Demo

See Solatech Focus + Edge at work

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Get our easy-to-use Leica Disto Lasers, including Bluetooth-enabled models that are pre-programmed to instantly upload measurements into Solatech software.

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