Scoop for Sales CRM App

About Scoop

Scoop (trigger) – an intelligent employee-driven work process automation platform

Access powerful dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning., people and projects at your fingertips with the world’s most intuitive mobile solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges.. Scoop Solar is a flexible platform optimized for web and mobile, which enables office and field staff to work in real-time together while being data-driven. Eliminate email chains, paper-based forms, slow communication, and unclear status updates by consolidating the steps in your work processes into one, easy-to-manage platform.


Solar Installation: Speed up your contract-to-cash timeline by reducing frustrations due to missing customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. data, skipped steps and guesswork. Equip your installation crews with all the details and mobile form steps they need assure quality and increase customer satisfaction!

Solar O&M: Help your O&M team get steps right the first time, every time by providing them with remote support, offline access to historical data and standardized steps through mobile-optimized smart forms. Scoop’s 1-click reporting feature also helps you deliver results to your customer faster.

Solar Sales: Eliminate manual steps, lower admin work and save repeated truck rolls! Keep your rate of cancellation down by increasing data integrity through mobile forms that standardize your sales reps’ data collection process.


Enable faster communication, better data collection, and less administrative work with features such as – A drag-and-drop app builder – Automatic syncing – Task assignment and tracking – Multimedia capabilities – Mobile-optimized smart forms – Flexible integration options into other project management, CRM, asset management software – 1-click report generation, and more!

Solve your challenges in streamlining, managing and tracking projects in solar installation, O&M and sales functions. Scoop’s flexible platform can be catered to create solutions that don’t uproot your existing processes.

Scoop Integration with Pipeliner CRM

Business professionals that want to integrate Scoop with Pipeliner CRM like that Pipeliner’s native integration gives them the power to sync all data, connect deeply, and configure flexible workflows. With Pipeliner, organizations can:

  • Create custom workflows
  • Receive hands-on support for ensured success

See how Pipeliner’s enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.-scale API integration platform can transform your business. Request a demo today of Scoop integration and automation.

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..