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RE+ 2026 · Nov 16–19 · Las Vegas

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FeaturesCRM & workflow

The knock becomes the lead.
The lead becomes the install.

Capture the lead on your website or at the door in Lilypad, then carry one record through design, proposal, install and service without re-typing it. Add every setter, closer, designer and crew, with unlimited users and branches on every plan.

Book a demo → See pricing →
The working view

Your whole company.
One workspace.

Explore leads, projects, crew schedules and customer conversations in this working example. Open Projects to move the same records through six connected views, ask Pericles for a pipeline summary, or change the theme to make it yours.

The Sun BoxDashboardSimplified workspace preview · Sample data

Dashboard

The Sun Box

Welcome back, Avery. Here is what needs attention today.

Powerlily Pro

Work map

Find active leads, quotes, and fleet systems by location.

10 locationsSelect a pin to view details
Browse locations

Demonstration locations use town centres, not customer addresses.

Recent quotes

Latest movement in your pipeline

Tasks that need movement

My work

Your tasks

Recent activity

Example activity
ASFalmouth opened their proposalAvery has a follow-up ready
MDWilmot’s design is ready for reviewMorgan added the saved 3D design
RFKingston’s installation is on the calendarRiley · Crew captain

Next appointments

Schedule

Interactive workspace exampleChanges stay in this demo.
Capture & route

At the front door.
Or on your website.

Most solar software picks up at the design. Powerlily starts where the customer does: with a form on your website or a knock at their door in Lilypad. Either way the lead arrives with its source and its first notes, and your routing rules hand it an owner.

PowerlilyCustom lead form
A real Powerlily custom form with solar and battery choices, installation timeframe, power bill and document upload
01Ask the questions that qualify the project.
Actual Lilypad map of a demonstration Dartmouth territory with recorded door outcomes
02Log the outcome at every door.

Map data ©2026 Google

Actual Lilypad canvassing screen capturing a demonstration contact, monthly power bill, location and site notes after an Interested door knock
02Turn an interested door into a lead.

Forms that ask your questions.

Custom fields, conditional questions and file uploads, in your branding. Publish a form on your company website, embed it on a site you already have, or connect a form you already use.

Connect your company website ↗

Route each lead to an owner.

Route new leads to one person or round-robin across the team. A canvasser keeps setter credit when the lead goes to a closer, and the source, campaign and referral stay on the record as it becomes a project.

Book the visit at the door.

Work a mapped territory in Lilypad and log each knock. When a homeowner is interested, capture their details and book the site visit before you leave the step. Offline knocks queue and sync with their original time when the signal returns.

See Lilypad canvassing ↗

Actual product screens with demonstration data. Form fields and branding are configurable.

Follow-up & handoffs

The right follow-up.
Without the chasing.

Start from a recipe, then change the trigger, the wait and the message. In this one, a sent proposal waits three days before a reminder goes out, and a signature stops the sequence. Automations handle customer emails, texts, tasks and calendar events, move the stage, notify the owner and convert the lead to a project.

PowerlilyAutomations
Automation recipe

Quote follow-up drip

Read the sequence, then change the wait, the message or the exit rule.

Prepared example

When this happens

Proposal is sent

  1. Wait3 days

    Give the customer time to review their proposal.

  2. Send emailQuote follow-up

    To the proposal contact, using the selected template.

Stop when the proposal is signed.No reminder goes to a customer who already signed.
The built-in quote follow-up recipe, shown as a prepared example. Turn it on or edit it in your own workspace.

Welcome the new lead.

A form submission sends your welcome email and notifies the lead’s owner before anyone has to check the inbox.

Keep the proposal moving.

Waits, conditions and exit rules mean the reminder reaches only the customer who has not opened or signed yet.

Continue into design & proposals ↗

Hand off the signed work.

The moment the quote is signed, the project is marked won, the customer gets a welcome email and the kickoff call lands on the calendar.

One bill for the company

One subscription.
Every setter, every crew.

Sales, design, the office and the field work the same records, each with the view their role needs. Custom roles are available on Standard and Pro. Verified staff can opt in to text alerts for new leads, first proposal opens and signed quotes.

Unlimited users

Add setters, closers, designers, installers and coordinators. Your subscription price does not change.

Unlimited branches

Give each location its own leads, projects and people inside one company account, with no per-location fee.

Shared conversations

Comments, files and mentions live on the customer and project, so the office and the crew read the same thread.

Read nextAll features ↗

Design & proposals

Turn a qualified lead into a designed, priced and signed project.

Field operations & Site Safety

Put the signed project on the crew schedule and seal the safety record on site.

Customer lifecycle

Bring the next referral or upgrade back into the pipeline.
Powerlily / Built with installers

Bring us one real lead.

We’ll follow it from the form or the door through design, proposal, invoice and crew schedule in one live demo.

Book a demo →Compare plans →
Pericles
Pericles
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