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Aurora Solar & Notifi Integration

Streamline Your Sales Process, Save Time, and Close Deals Faster

How It Works: From Lead to Project Completion

The Aurora Solar and Notifi integration streamlines your solar business from lead capture to project completion. Combining Notifi’s advanced sales CRM and communication tools with Aurora Solar’s design and proposal features, this integration simplifies workflows, saves time, and boosts productivity.

Generate and Manage New Leads in Notifi

Qualify Leads and Transition to Aurora Solar

Once leads are marked as “Qualified Customers” in Notifi, the system automatically creates a customer record and project in Aurora Solar, removing the need for manual input.

Design and Propose Solar Projects in Aurora Solar

Add project details, create accurate solar designs, and generate professional proposals with embedded tools like Project Sunroof for precise solar potential assessments.

Sync Project Details Back to Notifi

Notifi automatically pulls project data from Aurora Solar, creating a linked job and ensuring full visibility across platforms.

Send Proposals Effortlessly with DocuSign

Generate and send DocuSign proposals directly in Notifi. Customer and project details are auto-filled, reducing errors and streamlining the approval process.

Schedule, Dispatch, and Manage Jobs in Notifi

Once the proposal is approved, seamlessly schedule, dispatch, and manage jobs in Notifi, with all job details centralized for operational efficiency.

Notifi Calendar with unscheduled jobs

Ready to Scale Your Solar Business?

Discover how the Aurora + Notifi integration empowers your team to close more deals, work smarter, and deliver better customer experiences.