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Built for solar sales organizations

The operating system for solar sales teams.

Omnitrak runs the whole business in one place: every deal from submission to closeout, commissions and pay, recruiting and onboarding, scheduling, installer updates and leaderboards. Built by people who run a solar sales team.

Request a demo See what it does

Illustration with sample numbers.

Features

One system instead of six spreadsheets and a group chat.

Everything a solar sales organization runs on, connected, so a change in one place shows up everywhere it matters.

Pipeline and project lifecycle

Every deal tracked from submission and owner verification through site survey, permitting, install, PTO and closeout, with days-in-stage and what each one is waiting on.

Commissions and pay

Redlines, splits, overrides and milestone pay calculated from your own rates, reconciled against installer remittances, with pay details kept to the people who should see them.

Recruiting and onboarding

Applications, interviews, signed agreements and onboarding steps in one flow, so a new rep goes from applicant to activated without loose ends.

Scheduling

Bookings, calendars and video calls tied to the prospect they belong to, with reminders that keep follow-ups from slipping.

Installer updates

Installers report progress, answer what's needed and upload install photos through a secure link, or their own system sends changes in as they happen.

Leaderboards and goals

Doors, conversations, leads, sits, deals and installs, counted the same way everywhere, with challenges and incentives your team can see.

Who it's for

Everyone in the organization, each seeing what they should.

Permissions follow your structure of teams and regions, set by the owner.

Owners

  • The whole pipeline and every rule in one place
  • Pay, overrides and remittances reconciled
  • Control over who sees what

Managers

  • Their team's deals and activity
  • Recruiting and onboarding in motion
  • Boards that show who needs help

Reps

  • Their deals, status and next steps
  • Their own pay, clearly explained
  • A phone-first app built for the field
How it works

Set it up once. Run the business from it every day.

Set up your organization

Teams, regions, installers, rates and pay plans, with your own branding.

Reps submit, you verify

Deals come in complete, get verified once, and go to the installer with everything they need.

Track to closeout and pay

Progress, messages and pay move together until every dollar is in and the deal is closed out.

Request a demo

See Omnitrak with your own team in mind.

Tell us a little about your organization and we'll set up a walkthrough.

Prefer email? hello@omnitrak.ai