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CRM & Workflow

Capture the lead. Coordinate the company. Keep the context.

Powerlily connects forms, canvassing, customer records, pipelines, automations, messaging, calendars and campaigns to the same solar project. Unlimited users and unlimited branches on every plan.

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powerlily.com / pipeline
Powerlily solar pipeline and customer records
Customer acquisition system

The pipeline begins before the first conversation.

Powerlily treats acquisition, sales coordination and ongoing communication as one connected record—not a form vendor feeding a CRM feeding a project board that no longer agrees with the sale.

01

Capture and attribute

Turn every point of interest into a workable lead.

Build the capture experience for the campaign, route the result immediately and preserve where the opportunity came from.

Campaign-specific capture Fields, logic, routing and presentation belong to the form.
Capture at the door Field acquisition enters the same CRM without re-keying.
  1. 01.01

    Unlimited custom forms

    Create named forms with reordered fields, custom field types, required answers, conditional logic, file uploads, live preview and a distinct brand theme for each campaign.

  2. 01.02

    Embed by script or iframe

    Place an auto-resizing JavaScript embed or classic iframe on a landing page and send every submission directly into Powerlily.

  3. 01.03

    Capture an existing website form

    Use the JavaScript capture path with the form already on your site when replacing its markup is unnecessary.

  4. 01.04

    Route at the moment of submission

    Assign a lead to a specific person or distribute it round-robin across the team, then start the appropriate workflow.

  5. 01.05

    Canvass in the native Lilypad app

    Draw territories, record knock dispositions, create a lead and book the appointment while the door knocker is still in the field.

    Lilypad mobile app
  6. 01.06

    Keep source and referral attribution

    Connect web, campaign, trade-show, canvassing and personal referral activity to the resulting lead record.

02

Coordinate and automate

Give every workflow a board and every action a trigger.

Sales, installation and service can follow different processes while leadership keeps a company-wide view of ownership, value and next steps.

Work visible by stage Each team sees its process without losing company context.
Follow-up with rules Triggers, waits and exit conditions make the next action deliberate.
  1. 02.01

    Configurable workflow boards

    Create distinct pipelines and stages for sales, install, service or company-specific work, with drag-and-drop movement and rollups.

  2. 02.02

    A complete customer and project record

    Keep contact details, quotes, files, notes, attribution, messages, activity and operational context together from first touch onward.

  3. 02.03

    Event-driven automations

    Trigger playbooks from project and quote activity, then combine conditions, waits, exit rules, stage changes, tasks, calendar events and notifications.

  4. 02.04

    Personalized customer follow-up

    Use personalized emails and text messages as part of an automation while stopping sequences when the deal reaches the intended outcome.

  5. 02.05

    Pericles proposes, a human approves

    Ask for pipeline summaries and drafts, or let Pericles prepare tasks, stage changes and customer emails for explicit approval before execution.

  6. 02.06

    Bulk work for real lead volumes

    Move stages, reassign owners, tag, filter and export groups of records without opening each customer individually.

03

Operate as one company

Keep the whole team inside the operating record.

The CRM extends beyond salespeople. Calendars, messaging, campaigns, branches and role-aware access let operations participate without exposing information they do not need.

A live audience, not a stale export Segments and campaign results remain connected to customer data.
The right view for each role Installers can work without seeing pricing or company margins.
  1. 03.01

    Unlimited users and unlimited branches

    Add every office, salesperson, designer, installer and coordinator without per-seat or per-location pricing. No enterprise upgrade is required for multi-branch work.

  2. 03.02

    Branch scope with a company view

    Assign people and work to home branches, keep local teams focused, and give authorized leaders the cross-office view.

  3. 03.03

    Shared and personal calendars

    Coordinate project events in Powerlily, sync assigned work to Google Calendar and use private free/busy checks to reduce conflicts.

  4. 03.04

    Opt-in staff texts

    Notify verified staff of new leads, first proposal opens and signed quotes when they choose text alerts for those events.

  5. 03.05

    One communication history

    Keep team discussion, customer messages, email replies, secure links, mentions and relevant documents attached to the record.

  6. 03.06

    Campaigns from live customer data

    Build reusable segments, compose branded email, test or schedule the send, enforce unsubscribe and frequency controls, and follow engagement back to the CRM.

Run acquisition and operations from one customer record.

Capture the lead, coordinate the work and keep every branch moving without per-seat fees.

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Pericles
Pericles
Powerlily assistant
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