# WELCOME!

## Welcome to solarVis <a href="#welcome-to-solarvis" id="welcome-to-solarvis"></a>

SolarVis helps you manage the **entire pre‑sales lifecycle** of a solar project from the first customer interaction to a finalized proposal.

It brings together lead management, system design, feasibility calculations, and proposal generation into a single, connected workflow.

Instead of switching between separate CRM tools, design software, and Excel files, solarVis combines everything into one structured system. Every piece of information you enter is reused across:

* Technical system sizing
* Energy production and feasibility calculations
* Financial analysis and pricing
* Customer-facing proposal documents

This connected approach ensures consistency, reduces duplicated work, and minimizes costly mistakes.

SolarVis is designed for teams working in the solar and sustainable energy sector, including:

* Solar installation companies
* EPC companies
* Sales teams preparing solar proposals

## How solarVis Is Structured <a href="#how-solarvis-is-structured" id="how-solarvis-is-structured"></a>

SolarVis is organized into modular pages that reflect the natural flow of a solar project.

Each module focuses on a specific step and automatically feeds data into the next step. This reduces manual input and keeps projects aligned across teams.

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You can be logged into your solarVis account in only one active session at a time. If you or someone else signs in from another session to your account, you will be automatically logged out of the current session.
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For the best performance and user experience, we recommend using **Google Chrome** when accessing solarVis.
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### Core Areas of the Platform <a href="#core-areas-of-the-platform" id="core-areas-of-the-platform"></a>

* **Dashboard**

  A high-level overview of your activity, recent projects, and key metrics.
* **CRM**

  Manage contacts, leads, and projects in one place.
* **Project Design**

  Design PV systems and optional components, and review technical results.
* **Organization**

  Manage users, roles, teams, partners, and organizational structure.
* **Materials**

  Configure project components in the solarVis database, along with their associated pricing rules.
* **Settings**

  Control company information, defaults, and system-wide preferences.

## The Typical solarVis Workflow <a href="#the-typical-solarvis-workflow" id="the-typical-solarvis-workflow"></a>

Most users follow a simple, repeatable process:

1. Capture or create a **lead or contact**
2. Convert the lead into a **project**
3. Define **project details and location**
4. Design the **PV system and optional components**
5. Review **feasibility and financial results**
6. Prepare and share a **professional proposal**

Each step builds on the previous one. Information entered once is reused everywhere, keeping your project consistent and up-to-date.

## Next Steps <a href="#next-steps" id="next-steps"></a>

After reviewing this page, we recommend continuing with the following steps:

* Review the [**CRM module overview**](/crm-and-project-management/introduction.md)
* [**Create a Project**](/project-design/create-a-project.md) and walk through the full workflow
* Explore the [**Materials page**](/configuration/materials-page.md)
* Set up the [**Organization**](/configuration/organization-page.md) structure

Once you complete an end-to-end project, the rest of the platform will be much easier and more practical to use.

#### **Let the solarVis journey begin.**


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