Joules CRM

Cafali

About this app

Joules CRM is the all-in-one mobile CRM built for solar installation and construction teams. Manage your entire pipeline from the first knock to the final install, right from your phone.

Built for field sales reps, site surveyors, and managers, Joules CRM keeps your leads, projects, appointments, and documents in one place so your team can move faster and close more deals.

KEY FEATURES

Lead and pipeline management
Capture leads in the field, track them through customizable pipeline stages, and never let an opportunity slip.

Project management
Create and manage solar projects, track status, assign team members, and keep every detail organized.

Scheduling and site surveys
Book consultations and site surveys, check real availability, and sync appointments with Google Calendar.

Team coordination and location
Coordinate field teams with real-time location sharing for managers, with privacy-first controls that reps can toggle on and off.

Documents and photos
Capture property photos and upload documents directly from the field, with offline support that syncs when you reconnect.

Messaging
Keep your team and clients aligned with in-app messaging tied to each project.

Works offline
Full offline functionality for field operations, so a weak signal never stops your work. Everything syncs automatically when you are back online.

Joules CRM is built for real construction and solar professionals who need a fast, reliable tool that works the way they do.

What’s new

Manage your projects from the field. The project view now has a Manage tab with the full project checklist: fill out fields, upload photos and documents, and track completion as you go.

- Added Project Management with dynamic checklists on each project.
- Upload photos and files directly from a project, with image previews.
- Clear "Saved" confirmation when a field updates.
- Improved the date picker and general reliability.