What data spine lets every later Solar365 AI loop build on the same operating truth?

The current stack already has useful tools. The constraint is the manual glue between lead, proposal, install, finance, and follow-up records.

• OpenSolar and Quotient hold proposal work.
• Xero holds financial reality after decisions are already made.
• Outlook and human memory carry too much of the follow-up loop.

One data spine connects lead, proposal, install, performance, and margin. The platform is not a new app for its own sake. It is the minimum shared truth every later automation needs.

Audit exports, templates, duplicate entry, and automation rights before build. The first useful platform proof is a qualified-enquiry record that survives all the way to proposal and win/loss learning.