Your whole team. One platform. One price.
Pipelines, leads, events, messaging, bulk operations, built into Powerlily, not a separate tool. Unlimited users on every plan.
A board for every workflow.
Configurable kanban stages per workflow, sales, install, service, custom. Drag deals across stages, watch pipeline value roll up automatically.
- Customizable stages per workflow
- Per-workflow boards (sales, install, service, custom)
- Drag-and-drop deal management
- Automatic pipeline value rollups
- Stage-change automations
Put your follow-up on autopilot.
Build playbooks that run themselves. Pick a trigger, a quote gets sent, opened, signed, or a deal goes quiet, and Powerlily does the chasing: creates the task, sends the on-brand email, nudges the rep, advances the deal. The timely follow-up that wins jobs, every time, without anyone having to remember.
- Triggers on real events, quote sent, opened, signed, stage entered, or no activity for N days
- Multi-step sequences with waits, "wait 2 days, send a check-in, wait 3 more, create a call task"
- Auto-send personalized, on-brand emails, create tasks and calendar events, post notes, ping the team
- Smart conditions and exit rules, stop the instant a quote is signed so no one gets a stray nudge
- Round-robin new deals to the least-busy rep automatically
- Advance deals and update status hands-free as conditions are met
- Visual builder, set up per workflow, no code, switch it on when you're ready
Broadcast to the exact right list.
Automations chase one deal at a time. Campaigns go wide. Build a segment from your live CRM data, drop it into a branded email, then send now or schedule it. Every open, click, and signed quote tracks back to the send, so you can see which message actually booked the job.
- Save reusable segments from live data: quotes, leads, clients, or monitored systems
- Filter by pipeline stage, owner, tags, project status, proposal engagement, lead source, inverter brand, or system health
- Compose branded emails with merge fields like first name and company, the same templates your automations use
- Send immediately or schedule for the perfect moment, preview the audience and send yourself a test first
- One-click playbooks: hot-proposal follow-up, battery opportunity, past-customer referral, stale-lead reactivation, system check-in
- Deliverability built in: unsubscribe handling and frequency caps so no one gets over-emailed
- Track opens, clicks, and true conversions, the sends that turned into signed quotes
Meet Pericles, your AI teammate.
Ask Pericles anything about your pipeline and it answers from your own data — quotes, leads, customers, project status. @mention it in any deal thread to summarize the customer or draft a follow-up, and it can create tasks, move deals, and email customers — with you approving every action. Pericles only ever sees your own company's data. Included with Powerlily Pro.
- Chat assistant that knows your own quotes, leads and customers
- @mention Pericles in any deal thread for instant answers and drafts
- Proposes actions you approve in one click — create tasks, move stages, send emails
- Answers app and product questions from your help center
- Strict company isolation — your data never leaves your company
- Powerlily Pro feature
A form builder for every campaign.
Build unlimited lead forms with a drag-and-drop editor — no third-party form vendor required. Reorder fields, add your own custom fields, show fields conditionally, and route every submission to the right rep. Each form gets its own embed and its own brand theme, so a trade-show form can look and behave differently from the one on your website.
- Drag-and-drop builder: reorder fields, add custom fields, set required — with a live preview
- Unlimited named forms, each with its own embed URL and brand theme
- Conditional fields that appear based on earlier answers
- Lead routing: assign to a person or round-robin across your team, automatically
- Field types: text, dropdowns, checkboxes, dates, currency, file uploads and more
- Embed as an auto-resizing script tag or a classic iframe — paste and you're live
- Inherits your company brand theme; honeypot bot protection built in
- Every submission lands in your CRM and can trigger workflow automations
Knock doors. Take Powerlily with you.
Draw territories, assign them to reps, and track every knock on a live map. A good conversation at the door becomes a lead with a booked appointment in a couple of taps, in the same platform the rest of the deal lives in. Included in your plan, no per-rep canvassing subscription.
- Draw territories on the map and assign them to reps
- Every knock pinned with a disposition: not home, callback, interested, appointment set, sold
- Turn a knock into a lead and a booked appointment in one flow
- My Day view and team stats: doors knocked, conversations, appointments
- Native Powerlily mobile app, made for the sidewalk
- Canvasser role keeps pricing and the rest of the CRM hidden
Every lead, every conversation, in one record.
Full communication timeline, document storage, tags and saved filters per contact. Every interaction tracked from first form submission to install day and beyond.
- Full communication timeline per contact
- Document storage per contact
- Tags, saved filters, smart segments
- Auto-attribution from referral links and embedded forms
- Source tracking (radio, tradeshow, referral, web)
Never miss a follow-up.
Run the team calendar in Powerlily, then sync each rep's assigned jobs and appointments to their own Google Calendar. Optional free/busy checks warn dispatch about personal conflicts without reading event details.
- Built-in shared calendar with day, week, and month views
- Google Calendar integration for assigned jobs and appointments
- Private free/busy checks help dispatch avoid double-booking
- Per-deal reminders, watchers, and email notifications
- Recurring tasks and multi-day events with attendees
Talk to your team and your customers in one inbox.
In-app team chat per deal. Customer messaging on the proposal. Mentions, notifications, and secure document sharing, public or private, your choice.
- In-app team chat per deal
- Customer messaging on the proposal
- @-mentions and notifications
- Secure document sharing (public/private toggle)
- Email reply threading
Move fast on big lists.
Bulk stage moves, reassignment, tagging, export. Saved filters for repeated workflows. Built for teams handling hundreds of leads at once.
- Bulk stage moves
- Bulk reassignment to team members
- Bulk tagging & smart segmentation
- CSV export for any view
- Saved filters for repeated workflows
Add your whole install team, without showing them pricing.
Four built-in roles let you give everyone the right view. Sales sees leads and proposals. Installers see project details, but never your margins. Agents see only the workflows you assign them. And clients see their own systems. All on the same unlimited-users plan.
- Admin, full company access plus settings, utilities, themes
- Agent, restricted to assigned workflows and assigned leads
- Installer, read-only project info, pricing fully hidden
- Client, sees only their own systems, documents, and messages
- Per-workflow role assignment for fine-grained access
- All roles included on every plan, no per-seat fees, no role tiering
Your whole team. One price.
Sales, design, ops, admin, all included. We've never charged per user and we don't intend to start.
Unlimited users
Add the whole team. No per-seat fees, ever.
Unlimited quotes
Send 10 a year or 10 a day. Same price.
Unlimited workflows
Custom pipelines for sales, install, service, whatever you need.
Ready to get organized?
Start a subscription. Onboarding included. No per-seat fees.