Built for Solar, Designed to Scale

How Nucleus Delivers a Purpose-Built Platform with Custom Workflows for the Solar Industry In the fast-paced world of solar, generic CRMs and project management

In the fast-paced world of solar, generic CRMs and project management tools just don’t cut it. They force teams to adapt to systems never meant for the complexity of solar sales, field ops, project management and service. 

Nucleus revolutionizes the solar industry with a tailored platform designed for efficiency and customized workflows.

Nucleus was built differently. From the ground up, we engineered solar-specific workflows, automations, and integrations that meet the industry’s unique demands. And as your business grows, Nucleus scales with you — strengthening your processes, not breaking them. 

Purpose-Built for the Solar Lifecycle 

We didn’t retrofit an off-the-shelf CRM. We designed Nucleus to manage the entire customer journey — from lead generation to service — replacing the patchwork of disconnected systems. 

Lead Management & Distribution  

Capture leads via canvassing teams, marketing campaigns, or API integrations — then route them using Manager Assignment, Round Robin, Round Robin Escalation, or First Available. 

Dynamic Proposals  

Generate live, interactive proposals that pull directly from your market-, dealer-, and user-specific catalog. 

Catalog & Offer Management 

Keep products, systems, items, and offers perfectly in sync — eliminating manual updates and “which version is right?” confusion. 

Built-In Communication 

Call, SMS, MMS, and email — all tracked and tied to the correct users, contacts, and projects. Every interaction happens inside Nucleus, so conversations stay connected.

Document Management & E-Signing 

Create custom documents with advanced fields, combine them into signing packets, and send for signature without leaving Nucleus. Your templates. Your workflows. 

Custom Workflows, Solar-First Logic 

Nucleus doesn’t just store information — it thinks like a solar company. Our workflows mirror the real phases of solar project delivery. 

• Discovery – Capture site details, customer requirements, and financing options. 

• Site Design – Powered by Scanifly create AI designs, work with your design team, or utilize design as a service. 

• Roof Report Automation – Skip the roof report and configure a custom quote.  

• Project Submission – Configure project submission requirements per market, electric company, and lender. You can even include welcome calls and schedule next steps all without leaving your custom workflow. 

• Each workflow is built for flexibility. When changes happen, Nucleus puts you in control — recalculating the project’s route automatically based on your logic so no step is missed. 

Scales with Your Growth 

Whether you’re a local installer or a national EPC with dealer networks, Nucleus adapts to your structure. 

• Multi-Tenant Structure – Give partners controlled access without overexposure. 

• Finance Integrations – Connect with lenders to submit, track, and fund projects faster. 

• Analytics – Build your own dashboards and track the metrics that drive decisions. 

The Bottom Line 

Solar companies don’t have time to bend generic tools to their needs. You need a platform that already understands your business and scales with your success. 

Nucleus isn’t just software — it’s the operational backbone for high-growth solar companies that refuse to slow down. 

Built for Solar. Designed to Scale. That’s Nucleus.