CRM DATABASE

COMMUNICATION STANDARDS

MANAGEMENT PROCESS

ACCOUNTABILITY

At Solable, we focus on what we do best—expertly managing projects, building strong relationships, and driving successful land development. We’re not software developers, and we believe in leaving that to the experts. That’s why we worked with Monday.com, a powerful and flexible platform that helps streamline your land development projects. Whether you’re working on solar energy, pipeline infrastructure, or transmission projects, our customized CRM solution ensures seamless collaboration, efficient workflows, and real-time project tracking tailored to your needs. The best part? This comes completely free with your land campaign—no additional charges, no hidden fees. It’s our way of saying thank you for putting your trust in us.

ONE STOP SHOP FOR ALL YOUR PROJECT NEEDS

MON

TASK

TUE

MON

TASK

WED

TASK

EMBEDDED GIS MAPPING

THU

TASK

USER FRIENDLY

FRI

TASK

EFFECIENT AUTOMATION

ACCESS TO ALL DOCUMENT & MATERIALS

DIGITAL CONTRACT PREP & DIGITAL SIGNATURE

DEVELOPMENT DASHBOARD

CLEAR DEVELOPMENT COMMUNICATION

MANAGEMENT PROCESS

We have worked with Monday.com to develop a  clean and efficient CRM solution for land development projects. Our system is designed to streamline land campaign management, ensuring smooth operations through trust, transparency, thoroughness, accountability, and our system is designed to be user-friendly—with a streamlined interface that ensures tasks can be completed in one click, not 100. Efficiency and simplicity are at the core of our CRM, allowing teams to focus on progress rather than navigating complex processes.

This one-stop solution covers the full scope of project needs, offering

  • An easy-to-navigate Landowner Line List with clear status tracking

  • Land agent notes for detailed project insights

  • Full access to Project Development team members

  • Real-time communication between project stakeholders

  • Embedded GIS mapping for precise land visualization

  • A comprehensive project progress dashboard with real-time updates

  • Downloadable project documents for quick access

  • MS Offices integration

  • Convenient automation to enhance workflow efficiency

  • Mobile and Tablet friendly

  • And much more

With this tailored CRM, managing land development projects has never been easier.

COMMUNICATION STANDARS

  • Updates

    • Real-time task status updates, such as “Positive,” “Signed,” or “Not Contacted.”

    • Custom notifications for task updates, due dates, and mentions.

    • Automations to streamline repetitive communication, like alerts for status changes.

    • Dashboards that summarize project progress for easy meeting preparation.

    • Automated weekly project updates sent as detailed PDF reports via email.

    Management

    • Clearly define tasks with descriptions and deadlines.

    • Assign specific task owners to ensure accountability.

    • Action items assigned immediately during or after meetings.

    • Reminders for follow-ups to prevent missed deadlines.

    • Log key conversations within tasks and priority updates for easy reference.

    • Use comments between team members to discuss landowner and parcel details instead of relying on emails.

    • Use @mentions to notify team members directly about important project updates.

    • Access all development team members’ profiles, including emails and phone numbers, in one place.

    • All team conversations are automated, time-stamped, saved, and archived for future reference.

  • MS Teams Embedded

    • Automatically send task updates to specific Teams channels.

    • Schedule Teams meetings directly from the CRM.

    • Link meeting notes from Teams to tasks for easy reference.

    • Set up automated alerts in Teams for status changes, due dates, or new task assignments.

    MS Outlook Embedded

    • Convert Outlook emails into project tasks or items.

    • Automatically update task statuses directly from Outlook.

    • Assign emails as tasks to specific team members.

    • Set automated reminders for due dates in Outlook.

ACCOUNTABILITY

Accountability is ingrained in everything we do. From our trustworthy, transparent, and hardworking land agents to our comprehensive CRM system that meticulously tracks every aspect of their work, we ensure that accountability is at the forefront of our operations. Our dedicated land agents take personal responsibility for every task, ensuring that each interaction is handled with professionalism and care. With Solable, you can trust that accountability is not just a promise but a cornerstone of our commitment to excellence."

STATUS UPDATES & PROGRESS TRACKING

  • Assign specific agents to tasks and projects.

  • Use "AGENTs" columns to clearly define responsibilities.

  • Color-coded status columns.

  • Require agents members to update their task status regularly.

  • Clear deadlines with date columns and task & and priority reminders.

  • Automated deadline alerts to notify owners of upcoming or overdue tasks.

REAL-TIME INFORMATION

We provide real-time information to eliminate confusion and boost productivity, ensuring everyone stays on the same page. We align our goals and strategies with our clients' needs, creating a seamless partnership that drives success. By keeping up-to-date landowner information, we deliver speedy results and maintain a smooth, efficient process. Our approach not only enhances productivity but also adds a touch of fun to the journey, making renewable energy projects enjoyable for all involved

  • Schedule automated reminders for agents to provide updates.

  • Time stamps and archived all conversations between all team members.

  • View the Activity Log to track who made changes and when.

  • Use version history to revert to previous updates if needed.

TASK OWNERSHIP

Data dashboards to visualize task progress, team workload, and key metrics.

Enable instant updates for status changes, mentions, and deadline reminders.

Trigger actions when a status, deadline, or owner changes.

Sync Monday.com with Outlook, Google Calendar, Microsoft Teams.

GIS MAPPING status updated via landowner parcel status.

WORKLOAD MANAGEMENT

  • Workload View to track assigned tasks and prevent overload.

  • Adjust resources based on real-time capacity insights.

DEADLINES & DUE DATES

AUTOMATED CHECK-INS

AUDIT TRAIL & HISTORY

Set up real-time widgets for tracking performance.

INSTANT NOTIFICATIONS & ALERTS

AUTOMATIONS FOR REAL-TIME UPDATES

INTEGRATIONS FOR LIVE DATA SYNC

STATUS/SIGND TO GIS PARCEL UPDATE

Set up alerts for overdue tasks or high-priority items.

Connect to external databases for real-time data updates.

Automative filtered status for all landowner participants.

Sync with Microsoft Teams or Slack for real-time alerts.

LIVE DASHBOARDS & REPORTS