Proposals
Not foundWe found no solar proposal builder. Adobe Sign lets you send contracts and forms for e-signature.
What can ClickPoint Software (SalesExec) help you do?
- 01
Route new solar leads to the right rep
Leads from web forms, lead sellers and phone calls go to reps by rules. You can use round robin, pull, shotgun or percent rules. Neglected leads can move to another rep.
- 02
Call more leads each day
The power dialer moves to the next number when a call ends. It can use a local area code and leave a pre-recorded voicemail. State calling hours and Do Not Call rules are built in.
- 03
Book appointments by text
Reps can text leads from templates and book or move appointments. Calendars sync with Microsoft 365 and Google.
- 04
Route inbound calls from ads and mail
You can buy or move phone numbers and put them on mailers, ads or your website. Calls route by state, zip, skill or keypress.
- 05
See which lead sources pay off
Reports show cost per sale by lead source, contact speed and calls per rep. Live scoreboards can run on a TV on the sales floor.
Key features
Each feature shows what we found on ClickPoint Software (SalesExec)’s own website, and how sure we are.
CRM
AdvancedLead records, custom sales stages, segments, notes and user roles. It is built for working leads, not for long customer accounts.
Lead management
AdvancedLead capture from web forms, Zapier, email parsing and lead sellers, with rules to route, score and recycle leads.
Financing
Not foundWe found no solar loan partners. The Encompass loan export is for mortgage lenders, not solar.
Project management
Not foundWe found no tools to track installs after the sale.
Integrations
AdvancedTwilio, RingCentral, Five9, Nextiva, SendGrid, Nylas, Adobe Sign, Zapier and lead sellers like LendingTree and Zillow.
API
BasicEvery user gets an XML/Web Services API (a way for other software to read your data). The company writes custom documents for what you need.
AI and automation
Company claimThe site says automated lead scoring and AI Assist (for LeadExec). We could not see how the scoring works.
Mobile
BasiciOS and Android app for alerts, click-to-dial, texts, notes, appointments and driving directions.
Reporting
AdvancedLead source cost, contact speed, call reports, shared dashboards and live scoreboards.
Not what ClickPoint Software (SalesExec) is for, so not scored: Solar design, 3D modelling, Shade analysis, Power estimate, Permits and plan sets, Battery design, Monitoring, Operations and repair (O&M).
Feature scorecard
| Feature | What we found | Our notes | Source |
|---|---|---|---|
| Solar design | Not its job | SalesExec is a lead and calling tool. It does not design solar systems. | Oct 2026 |
| 3D modelling | Not its job | There is no roof modelling. This is outside what a sales CRM does. | Oct 2026 |
| Shade analysis | Not its job | Shade checks are a design task, outside this tool. | Oct 2026 |
| Power estimate | Not its job | Energy estimates are a design task, outside this tool. | Oct 2026 |
| Proposals | Not found | We found no solar proposal builder. Adobe Sign lets you send contracts and forms for e-signature. | Oct 2026 |
| CRM | Advanced | Lead records, custom sales stages, segments, notes and user roles. It is built for working leads, not for long customer accounts. | Oct 2026 |
| Lead management | Advanced | Lead capture from web forms, Zapier, email parsing and lead sellers, with rules to route, score and recycle leads. | Oct 2026 |
| Permits and plan sets | Not its job | Permits happen after the sale. SalesExec stops at the booked deal. | Oct 2026 |
| Financing | Not found | We found no solar loan partners. The Encompass loan export is for mortgage lenders, not solar. | Oct 2026 |
| Project management | Not found | We found no tools to track installs after the sale. | Oct 2026 |
| Battery design | Not its job | Battery sizing is a design task, outside a sales CRM. | Oct 2026 |
| Monitoring | Not its job | Watching built systems is outside what SalesExec is for. | Oct 2026 |
| Operations and repair (O&M) | Not its job | Service and repair work is outside what SalesExec is for. | Oct 2026 |
| Integrations | Advanced | Twilio, RingCentral, Five9, Nextiva, SendGrid, Nylas, Adobe Sign, Zapier and lead sellers like LendingTree and Zillow. | Oct 2026 |
| API | Basic | Every user gets an XML/Web Services API (a way for other software to read your data). The company writes custom documents for what you need. | Oct 2026 |
| AI and automation | Company claim | The site says automated lead scoring and AI Assist (for LeadExec). We could not see how the scoring works. | Oct 2026 |
| Mobile | Basic | iOS and Android app for alerts, click-to-dial, texts, notes, appointments and driving directions. | Oct 2026 |
| Reporting | Advanced | Lead source cost, contact speed, call reports, shared dashboards and live scoreboards. | Oct 2026 |
Who is ClickPoint Software (SalesExec) best for?
| Type of business | Fit | Why |
|---|---|---|
| Home solar installers | Strong fit | The solar page targets home solar lead management, calling and appointment setting. |
| Business (commercial) installers | Weak fit | The tools fit fast, high-volume calling, not long business deals. |
| Solar farm developers | Weak fit | Nothing on the site covers solar farms. |
| EPCs (design and build firms) | Weak fit | There are no design, permit or install tools. |
| Solar designers and engineers | Weak fit | It has no design tools. |
| Solar sales teams | Strong fit | Dialer, texting, routing and scoreboards are all built for sales reps. |
| O&M and asset teams | Weak fit | It does not cover service after the install. |
By company size
Solo installer
Weak fit
The starting price covers 5 users at $450 a month, so one person pays for seats they do not use.
Small team
Partial fit
A team of 5 fits the base plan, but calling costs and setup fees add up.
Growing company
Strong fit
Extra users are $72 a month and setup packages cover 11 to 49 users.
Large company
Strong fit
There is a 50+ user setup plan, roles, call queues and a dedicated success manager.
Who shouldn’t choose ClickPoint Software (SalesExec)?
- You want design and proposals in the same tool.
- You need to track installs, permits or crews.
- You are a one-person shop. The base price covers five users.
- You do not call or text leads at volume.
- You sell outside the US. The compliance tools target US rules.
ClickPoint Software (SalesExec) pricing
Starting price
$450 per month for 5 users
Price on website · Checked 6 October 2026
- Price model
- Per month for 5 users, plus per extra active user
- Free plan
- No
- Free trial
- Yes, length not stated
- Demo
- Yes
SalesExec base
$450
per month for 5 users
- Data migration
- Dedicated success manager
- Power dialer, call routing, lead management, email and SMS tools, reports
- Mobile app
Additional users
$72
per active user per month
- Same features as the base plan
Unlimited Dialing Plan (calling add-on)
$155
per active user per month
- Unlimited dialing (recommended by the company)
What changes the price
- Month-to-month agreement, no long-term contract.
- Calls and texts are billed on top of seat price unless you take the unlimited dialing plan.
- No yearly price is shown.
- The $450 price is month to month. A 'Try Free' link is shown, but we could not see the trial length.
Paid add-ons
- Calling $0.025 per minute (toll-free adds $0.015)
- Texting $0.02 per 160-character segment
- Phone numbers $2 a month, toll-free $3 a month
- Warm transfer $0.01 per minute
- Call recording $0.003 per minute
- Caller ID name lookup $0.0125 per lead
- Answering machine detection $0.01 per call
- Onboarding: 5-10 users $775, 11-49 users $1,150, 50+ users $6,200
Check current pricing on clickpointsoftware.com Prices change often. We never guess a price that is not on the website.
Is ClickPoint Software (SalesExec) worth it?
Software pays for itself only if it saves time or wins more jobs. Work through it in this order:
- Software cost$450 per month for 5 users
- Time savedFaster design and fewer site visits
- More quotesEach person can send more proposals
- More jobs wonBetter proposals, faster replies
- Extra profitMust be more than the cost
Ease of use
Learning curve
Medium
It runs in a browser and on phones. Routing rules and call campaigns take setup, so the company does onboarding for you. It says most accounts under 20 seats launch in 1 to 2 weeks.
Training offered: Weekly training sessions · Product documentation · Dedicated success manager · Videos
We have not tested ClickPoint Software (SalesExec) hands-on yet. This is based on what the maker offers and how the product is set up.
Integrations
Other
- Twilio
- RingCentral
- Five9
- Nextiva
- Cisco CallManager
- SIP dialers (Zoiper, Bria, 3CX)
- SendGrid
- Postmark
- Nylas (Gmail, Outlook)
- Microsoft 365 Calendar
- FullContact
- Zapier
Proposals
- Adobe Sign
CRM
- LendingTree (lead provider)
- Zillow (lead provider)
AI and automation
| Capability | Status | What it does |
|---|---|---|
| AI design | Not its job | There are no design tools. |
| AI proposals | Not found | We found no proposal tools. |
| AI sales assistant | Not found | We found no AI helper for SalesExec reps. AI Assist is listed for LeadExec. |
| AI lead qualification | Company claim | The solar page claims automated lead scoring. It does not explain the method. |
| Forecasting | Not found | We found no sales forecasts. |
| Automation | Verified | Rule-based routing, drip email, SMS nurture and call cadences. |
Our assessment
Most of the automation is rules you set, like routing and drip messages. That is useful and easy to check in a demo. The lead scoring claim is not explained, so treat it as the company’s own word.
API and automation
- Public API
- Yes, XML/Web Services API for all users
- Webhooks
- Not found
What you can do with it
- Read your SalesExec data
- Custom documents written by the company
Useful for
- Sending booked leads to your design or project tool
- Pulling lead data into your own reports
Security and large-company readiness
Only what the company publishes. “Could not read” means we could not open the page, not that the feature is missing.
Encryption
VerifiedAll sites and services use SSL and HTTPS.
Single sign-on (SSO)
Not foundWe found no SSO for SalesExec users.
SOC 2
Not foundThe page names SOC 2 for Microsoft Azure, the company that hosts the app. We found no SOC 2 report for ClickPoint itself.
GDPR
Company claimThe company says it offers GDPR compliance tools. Azure, its host, meets GDPR.
User permissions
VerifiedRoles with permission settings give admins and reps different views.
Audit logs
Not foundThe company logs and monitors its systems. We found no audit log you can see.
Data hosting
VerifiedHosted on Microsoft Azure. No region is named.
Backups
VerifiedThe company says it backs up data every 15 minutes.
Setup and support
Getting started
A dedicated onboarding specialist sets up lead fields, your sales process, lead sources, email drips and routing. Setup is a paid package based on team size.
- Data migration
- Lead source integration
- Sales process setup
- Routing strategy
Customer support
Every client gets a dedicated success manager. Chat support is inside the software.
- 24-hour chat
- Phone
- Weekly training sessions
- Documentation
Pros and cons
What we like
- Price is public$450 a month for 5 users, $72 per extra user, month to month.
- Deep lead routingRound robin, pull, shotgun, percent and recycle rules.
- Calling built inPower dialer, local numbers, voicemail drops and call recording.
- Has a solar pageThe company markets SalesExec to home solar sellers directly.
- Phone appiOS and Android app with alerts, texting and directions to the lead.
What could be better
- No solar tools after the leadNo design, proposal, permit or install tracking.
- Usage costs on topMinutes, texts, numbers and recording are billed separately.
- Paid setupOnboarding costs $775 to $6,200 by team size.
- Not for one personThe base price is for 5 users.
- Thin security proofCertifications listed belong to Azure, not ClickPoint.
What users say on other sites
Ratings and short quotes from other review sites, with the reviewer’s name as that site shows it. We link to every source. These do not change our evidence score.
Checked 6 October 2026. Quotes are copied word for word and shortened only with “…”. How we use outside reviews
ClickPoint Software (SalesExec) alternatives
Tools people switch to, and when each one makes more sense.
Enerflo
Evidence score 7.8/10
Pick it if you want solar sales, proposals and install handoff in one place.
Read the review
Sunbase
Evidence score 7.4/10
Pick it for a solar CRM that also covers projects after the sale.
Read the review
Scoop Solar
Evidence score 7.4/10
Pick it if your main need is tracking installs and crews.
Read the review
Solo
Evidence score 7.4/10
Pick it if you want sales and proposal tools built for solar.
Read the reviewSame company: LeadExec, LeadPI. ClickPoint’s other main product. It routes and sells leads for lead sellers, not for installers.
Main competitors
- Enerflo: Sells to the same home solar sales teams.
- Bodhi: Also sells customer contact tools to home solar companies.
How we score solar software
We have not given any product a quality score yet. That needs at least eight checked user reviews. Instead, the evidence score shows how much we could confirm on the company’s own website.
Points for each feature
| Verified, advanced | 10 |
|---|---|
| Verified, basic | 8 |
| Company claim only | 6 to 7 |
| Not found or not offered | 0 |
| Could not read, or not its job | left out |
Jobs we score, equal weight
- Solar design
- Shade and power estimate
- Proposals and finance
- CRM and leads
- Permits and projects
- Batteries
- Monitoring and O&M
- Integrations and API
- AI and automation
- Mobile and reporting
- Clear pricing
Each job is the average of its features. A job where we found none of its features is not this tool’s job, so it is left out. The overall score is the average of the jobs that apply, plus clear pricing. Read how we check facts · How we research · Editorial guidelines
Sources and checks
- Company siteSolar page
- Company siteSalesExec pricing
- Company siteLead management
- Company siteIntegrations
- Company sitePower dialer
- Company siteReporting
- Company siteMobile app
- Company siteSecurity
- Company siteDeveloper resources
- Company siteOnboarding
- Company siteAbout
- Company siteHome page
See a mistake? Tell us and we will check it again. Fixes go in our corrections log.
Frequently asked questions
How much does ClickPoint SalesExec cost?
It starts at $450 a month for 5 users, month to month. Extra users are $72 a month each. Calls, texts and setup cost extra. We read this on 6 October 2026.
Does SalesExec have a free trial?
The site shows a 'Try Free' button. We could not see how long the trial lasts. You can also book a demo.
Is SalesExec good for small installers?
Only if you call a lot of leads. The base price is $450 a month and covers five users. Setup costs $775 or more.
Is SalesExec a full solar CRM?
It is a CRM (a tool to track leads and customers) for leads and calls. It does not handle design, proposals or installs.
Can SalesExec size batteries?
No. It has no design or battery tools.
Does SalesExec have an API?
Yes. Every user gets an XML/Web Services API. The company writes custom docs for the data you need.
What are the alternatives to SalesExec?
Enerflo, Sunbase and Solo cover more of the solar job after the lead is booked. Scoop Solar fits if you mainly track installs and crews.
Is SalesExec worth it?
It can be for teams that buy many leads and need to call them fast. If you need design and install tracking, a solar CRM fits better.
Our final verdict
ClickPoint Software (SalesExec): 8.8/10 evidence score
SalesExec suits home solar sales teams that live on the phone and need fast lead routing. It does not replace a solar CRM for design, proposals or installs.
Choose ClickPoint Software (SalesExec) if
- You buy or generate many solar leads
- Your reps call and text all day
- You want public, month-to-month pricing
Look at alternatives if
- You need design or proposals
- You track installs and permits
- You are a very small team