SOLAR CRM
The Complete CRM Platform for Solar Installers
Manage leads, surveys, appointments, quotes, installations, invoices, and customer relationships from one powerful platform.
All-in-one platform
Built for installers
save time & reduce admin
Improve team productivity
Client Portal
EVERYTHING YOU NEED
Powerful features built
for solar businesses
Most CRM systems are built for generic sales teams. Solar CRM has been designed specifically for sloar installers, renewable energy companies and growing installation businesses.
From the first enquiry through to survey, quotation, installation and aftercare, Solar CRM keeps your entire work flow organised in one place.
FROM LEAD TO INSTALLATION
Capture Leads
Import leads from your website, advertising campaigns, referrals or manual entry.
Book Surveys
Assign survey appointments to engineers and keep your team informed.
Create Quotes
Generate professional quotations and track acceptance rates.
Manage Installations
Monitor project progress and keep installation schedules organised
Invoice Customers
Generate invoices, track payments and monitor outstanding invoices.
Client Portal
Give customers one place to view appointments, quotes, documents and project updates.
A BETTER CUSTOMER EXPERIENCE
Give Every Lead Their Own
Branded Client Portal
61% of customers prefer self-service for straightforward matters.
Create a professional portal as soon as an appointment is booked. Customers can view their appointment, access quotations, upload documents and follow their project from first contact through to installation.
Each portal is fully branded to the solar company, giving every customer a consistent and professional experience.
BUILT FOR GROWING SOLAR BUSINESSES
A Platform for Every Type
of Solar Businesses
Whether you’re a small local installer or a large multi team operation, Solar CRM provides the tools you need to stay organised, win more jobs and deliver exceptional customer service.
- Residential Solar Installers
- Commercial Solar Installers
- Battery Storage Installers
- EV Charger Installers
- Renewable Energy Contractors
- Multi-TeamInstallation Businesses
TRUSTED BY SOLAR PROFESSIONALS
Ready to Grow Your
Solar Businesses ?
Join solar installers, who are replacing spreadsheets and disconnected systems with a platform built specifically for the renewable energy industry.
Start Your Free Trial
Get access to all features, for free for 14 Days. cancel anytime
Book A Demo
See how Solar CRM can help your business with a personalised Demo
Talk To Our Team
Have questions? we are here to help you find the right solutions