Solar CRM is a customer relationship management system designed specifically for solar installation companies. It helps manage leads, customers, quotes, surveys, installations, sales appointments, and ongoing customer relationships from a single platform.

Solar CRM is built for solar installers, renewable energy companies, sales teams, surveyors, and office staff who need a simple way to manage their sales and installation pipeline.

Yes. Solar CRM allows you to import leads and customer data from CSV files, making it easy to move from spreadsheets or another CRM system.

The number of users depends on your chosen plan. You can create separate accounts for office staff, managers, sales representatives, and administrators.

Yes. Sales representatives can have dedicated accounts with access only to their own appointments, customer information, and notes.

Yes. Solar CRM includes appointment scheduling features, allowing you to assign appointments to sales representatives and track upcoming meetings.

Yes. Customer records can include notes, documents, surveys, contracts, and other important information related to the project.

Yes. Solar CRM allows you to monitor projects from initial enquiry through quotation, survey, installation, and completion.

Yes. Solar CRM is accessible through your web browser, allowing authorised users to securely access information from the office, home, or while on the road.

Absolutely. Managers can assign leads, appointments, and tasks to different sales representatives and monitor performance.