The All-In-One Industry Redefining ERP

Escape the frustration of managing your business across multiple inadequate systems. Our comprehensive platform empowers you to oversee your entire business seamlessly, without the limitations of fragmented solutions.

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The Power of Cohesion

Core 365's seamless modules revolutionize business operations by consolidating all management functions into one platform, eliminating the need for multiple Saas applications. This cohesive approach streamlines workflows, reduces costs, and enhances efficiency, providing you with a solution for improved productivity.

A Complete End-To-End Solution

Core 365 enhances project efficiency and customer satisfaction while reducing costs by offering detailed visibility at the job level. With this comprehensive insight, businesses can effectively minimize project downtime, optimize resource allocation, and deliver a seamless experience for both customers and representatives alike.

Automated Data Management
Streamlined Workflow
In-depth Analytics
User-Friendly Interface
Transparency and Communication

Transform your workflow with Core365

Core 365 revolutionizes your workflow with seamlessly cohesive modules that streamline operations and drive efficiency.

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Why Core 365

Empower your business with Core 365: Seamless modules, customizable tools, and comprehensive analytics, all in one unified platform.

1 Full Service System

Core 365 eliminates all other SaaS applications and brings everything under one roof to save you money and improve efficiency.

Easy Team Management

Now, every team member can access all their tools with just one login, simplifying management and centralizing control.

White Label Interface

Customize Core 365 with your logo and colors to create a seamless branded experience for your team across all operations.

Endless Analytics

With every aspect of your business connected, you gain access to analytics spanning from leads to PTO, even down to the job level.

Modular Structure

With over 20 modules comprising Core 365, you have flexibility to activate or deactivate modules as needed, ensuring your business has every essential tool.

Built With Your Business In Mind

Core 365 is the culmination of decades of sales industry experience, delivering a comprehensive system designed to meet all your needs.

20+ Revolutionary Modules

Unlock the power of seamless cohesion with Core 365, where every module synergizes to streamline your business operations like never before.

Admin 365

The central module of Core 365, Admin 365 streamlines administration, integrates third-party tools seamlessly, ensures security, and allows branding customization, making it the ideal solution for managing and securing your platform tailored to your business needs.

Analytics 365

The dynamic hub of Core365's ERP suite, Analytics 365 transforms data into actionable insights through vibrant visuals, empowering decision-makers with real-time analytics across various operations, ensuring every decision is data-driven and propelling your business towards optimized growth.

Contact 365

Contact 365, the communication hub of Core365, integrates text, voice, and digital interactions, featuring a Dialpad for recorded calls, AI-enhanced messaging, and a forthcoming Customer Connect portal, revolutionizing customer relations with transparency and efficiency.

CORAL 365

Coral 365 simplifies licensing management in Core 365, organizing and monitoring state, county, and city credentials with proactive alerts for expirations, ensuring uninterrupted compliance and peace of mind for your workforce, allowing you to focus on business growth.

DocuVault 365

Simplify digital documents and signing in DocuVault 365 with seamless PDF conversion, advanced queue management, and robust security features, empowering efficient and secure transactions while setting a new standard for electronic documentation.

EPC 365

Intricately designed for the solar industry, EPC 365 featuring sub-modules like NTP/Intake for automated data aggregation and comparison, seamless project progression from site survey to design collaboration with external partners, ensuring efficient project management from intake to customer approval.

Forms 365

Revolutionize form creation with an intuitive interface, deep functionality, and diverse field options, enhancing data collection across operations for efficiency and actionable insights, while providing a tailored experience for users and stakeholders, ensuring organizational excellence.

Funding 365

Funding 365 in Core365 centralizes solar project funding by aggregating lender data, utilizing 'zero-sum' queues for workload visibility and introducing a 'stipulations' queue for quick resolution of loan requirements, facilitating efficient management and progress tracking.

HR 365

Revolutionizes HR operations with its intuitive time clock system and comprehensive employee management features, ensuring fair policy application and fostering a productive, engaged workforce for a happier, more efficient workplace.

Leads 365

Leads 365, at the core of Core365’s ERP solutions, revolutionizes lead management with seamless integration, intuitive dashboards, and powerful filters, ensuring every interaction is captured and streamlined, empowering effortless sorting and assignment of leads for a robust sales pipeline and team alignment.

Learning 365

Your comprehensive, cost-effective Learning Management System, empowering users with customizable resources and tracking features for a tailored learning experience, fostering growth and engagement within your organization while ensuring continuous learning and staying ahead of industry standards.

Lender 365

The financial hub of Core365, streamlines loan management by consolidating access to various lenders directly within its interface, eliminating the need for multiple portals and ensuring smooth operations, allowing your team to focus on customer service and welcoming an era of integrated financing for success.

Payroll 365

Streamline commission calculations for sales organizations with flexibility, security, and user-friendly features, reducing administrative burden and fostering transparency and trust, enabling focus on driving sales performance and growth.

Procurement 365

Streamline solar procurement with advanced inventory management, precise job costing, and forecasting tools, while upcoming enhancements focus on minimizing shrinkage through advanced inventory tracking, empowering businesses to optimize efficiency and profitability.

Service 365

Revolutionize renewable energy service management with consolidated project elements, real-time updates, and fluid communication through integrated forms and text messaging, ensuring precision, transparency, and unparalleled efficiency.

Spark 365

Spark 365 in Core365 centralizes AHJ requirements, utility demands, and permitting details for renewable energy projects, ensuring compliance with current standards through a dynamic, evolving system, guiding projects to seamless success with streamlined processes.

Step 365

Take canvassing to the next level by streamlining territory assignment, real-time progress monitoring, and dynamic appointment scheduling, while enabling instant solar proposal and contract creation, simplifying every step from pitch to deal closure with a user-friendly interface.

TPS 365

Revolutionize third-party service management in renewable energy, streamlining vendor collaboration for tasks like tree removal and HVAC work within the Core365 interface, fostering cohesion and enhance service delivery for competitive advantage.

Vendor 365

A robust vendor management system, ensuring due diligence and compliance with automated credential verification, empowering enterprises with excellence and reliability. Vendor 365 means seamless vendor integration, driving value, and paving the way for superior service delivery.

Voices of Innovation, Testimonials

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Emily Chen

HAUX Pest Control

Sarah Thompson

Suntree Solar

Alex Rodriguez

Safe Home Security

Kyle Jenkins

Titan Alarm

Sarah Klapstein

GG Bug Control

Alex Rodriguez

SS Security

Aaron Smith

DevOps Energy

Insights & Innovations

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April 13, 2024

5 Core 365 Modules That Elevate Your Business

Core365 revolutionizes ERP with streamlined modules for efficient operations and growth. From canvassing to document management and licensing, it ensures seamless integration across business functions. Experience efficiency and success with Core365. Request a demo now!

April 13, 2024

CORAL 365: The Complete Licensing Suite

Core365's cutting-edge CORAL module, companies now have a powerful tool to streamline the process of Company Registration and Licensing.

April 13, 2024

Step 365: Revolutionize Canvassing For Your Business

Step 365 revolutionizes canvassing, seamlessly integrating with CRM and design modules to streamline workflows and exceed customer expectations. Elevate your operations with Step 365 and join the revolution!

Frequently asked questions

What is Core365?

Core 365 is a comprehensive Enterprise Resource Planning (ERP) platform designed to cater to industries such as home automation, security, pest control, renewable energy, and roofing. It offers a wide range of modules including Procurement 365, HR 365, Finance 365, and more, each tailored to streamline various business processes.

How can Analytics 365 enhance my business decision-making?

Analytics 365 is a visual reporting engine within Core365 that turns complex data into intuitive graphics and insights. It allows decision-makers to track real-time performance, analyze trends, and make informed decisions based on actionable data, enhancing productivity and operational efficiency.

What features does Service365 offer for managing solar projects?

Service 365 is designed for the renewable energy sector, providing comprehensive management of solar projects from initiation to completion. It includes modules for site surveys, engineering reviews, and customer interactions, with integrated communication tools like text messaging and customer portals.

Can Lender 365 streamline my financial transactions?

Yes, Lender 365 integrates with multiple lenders via APIs, centralizing all loan-related activities in one platform. It simplifies the management of loan applications, stipulations, and funding processes, reducing the need for multiple logins and external applications.

How does HR 365 handle payroll and employee management?

HR 365 provides tools for managing time clocks, disciplinary actions, and payroll for hourly employees. It is specifically tailored to streamline payroll calculations, manage time-off requests, and automate onboarding processes, all within a secure, permission-based system.

What are the security features of Admin 365?

Admin 365 offers robust security measures including password complexity requirements, two-factor authentication, session timeouts, and user lockouts. It also allows for customization of the user interface to reflect company branding, ensuring both security and consistency in user experience.

How does Integrations 365 support external software integration?

Integrations 365 connects Core 365 with external tools like Site Capture, Solo, Dialpad, and various AI tools including ChatGPT. It aims to become an all-encompassing platform that reduces dependency on external applications by enhancing its integration capabilities.

What customization options are available in Forms 365?

Forms 365 allows users to create customized forms using a drag-and-drop interface that supports a variety of field types and configurations. It includes options for adding validations and conditions to forms, making them as simple or complex as needed. These forms can be used across different services and departments within the organization, ensuring data integrity and tailored data collection.

How does DocuVault 365 manage electronic contracts and e-signatures?

DocuVault 365 is an electronic contract and e-signature platform within Core365, allowing users to easily drop PDFs into the system and designate fields for e-signature. It includes a queue management system for tracking all documents and integrates visual graphs for easy management, enhancing the efficiency and traceability of contract handling.

What does EPC 365 365 offer for project management?

EPC 365, also known as PM 365, is a project management module specifically designed for complex industries like solar energy. It manages everything from intake and NTP (Notice to Proceed) to site surveys and engineering design reviews. The module automates data comparisons and progresses projects through various stages, integrating with external engineering firms for plan approvals.

How does Funding 365 assist with financial management?

Funding 365 centralizes data from multiple lenders into a single module, incorporating change order queues and stipulation queues to simplify the management of financial transactions. It also features "zero-sum" queues, where the presence of items indicates pending tasks, helping financial coordinators efficiently manage their workload.

What capabilities does Payroll 365 have for sales commissions?

Payroll 365 is tailored to manage sales commissions and payroll for sales teams. It supports various commission structures and automatically calculates payments based on sales achievements. The system is permission-based, ensuring that payroll details are securely accessed only by authorized personnel.

How does Procurement 365 integrate with inventory management?

TPS 365 (Third-Party Services) manages all interactions and processes involving third-party vendors within sectors like renewable energy. This module facilitates tasks such as tree removal, HVAC services, and electrical work, allowing users to send RFQs and manage responses within the system. TPS 365 integrates seamlessly with other Core365 modules, ensuring smooth operations and compliance without the need for external applications.

How does Vendor 365 enhance vendor management?

Vendor 365 is a comprehensive vendor management system that stores all relevant vendor information and ensures compliance with necessary documents like insurance and contracts. It features automated compliance checks and a user-friendly portal where vendors can manage their interactions and documentation, ensuring streamlined operations and reduced administrative overhead.

What features does Learning 365 offer for corporate training?

Learning 365 serves as an internal Learning Management System (LMS) that allows organizations to abandon costly third-party LMS services. Users can upload documents, videos, and links, and organize these resources by department or user group. Learning 365 supports self-enrollment, progress tracking, and badge awards, making learning accessible and engaging for all employees.

How does Contact 365 support customer and internal communication?

Contact 365 integrates text messaging, phone systems (with call recording via Dialpad), and an internal chat system to provide a seamless communication platform. The upcoming AI-driven Customer Connect portal will automate customer interactions, escalating to human intervention only when necessary. This integration creates full transparency and visibility between employees and customers in real time.

Can you describe the functionalities of Spark 365?

Spark 365 is a service provider and regulatory knowledgebase tailored for the solar industry. It stores all AHJ requirements for solar project completion in one place, eliminating the need to maintain scattered data across spreadsheets. It integrates design requirements, permitting information, and corrections into a comprehensive, accessible system.

What does Coral 365 offer for company and licensing management?

Coral 365 manages all aspects of company registration and licensing, streamlining the process of maintaining state, county, and city licenses, including those for individual employees. The system features easy-to-use modules with alerts for upcoming expiration dates, ensuring that all licenses are current and compliant.

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