Every deal, every stage, nothing lost.
The NOI Deal CRM tracks commercial and multifamily solar projects from prospect to contracting — deal value, owner, next step and the quote all on one card. Partners and our deal team work the same board, so a project never stalls because someone forgot to follow up.
From cold roof to contracted project.
Property added with address, unit count and owner contact. Roof pre-screened for viability.
Owner conversation active. Notes, documents and utility bills attached to the card.
Quote Builder output attached and shared. Versions tracked so you always know what the owner saw.
Signature, financing approval, permit and install scheduling — with payout terms attached.
A pipeline you can actually forecast.
Deals carry value, weighting, source and next step, so pipeline reviews take minutes and your forecast reflects what will really close this quarter.
Drag a deal forward and the whole team sees it. No status emails, no stale pipeline reviews.
Deal value, probability and expected close so your forecast is a number, not a feeling.
Every card names who owns it and what happens next, with a date. Nothing sits silently.
The proposal, assumptions and versions live on the deal — not in someone's inbox.
Referral, broker, campaign or direct — so you know which channel actually pays.
Pipeline by stage, deals by owner and by source, and conversion through each step.
Questions about deal tracking.
How partners and our deal team run projects on one shared board.
Who uses the Deal CRM?+
Partners and installers in the NOI network, plus our own deal team. Everyone works the same board, so a partner never has to ask where a project stands.
Do I have to replace my own CRM?+
No. Keep your CRM for your wider business. The NOI board exists for the deals you run with us, where quoting, financing approval and install scheduling all live.
What lives on a deal card?+
Property and unit count, deal value, stage, owner, next step and date, plus the quote, financing status, site documents and the full activity history.
How does a deal move from quoted to installed?+
Quoted deals go to contracting once the owner signs, then to financing approval, permit and install scheduling. Payout terms trigger from the same record, so partner economics follow the deal automatically.
More questions? Read the full FAQ or talk to us.