TOOLS DESIGNED FOR SOLAR SUCCESS
Powerful Features
for Solar Businesses
Solar CRM brings your leads, customers, surveys, quotations, installations, invoices, and reporting together in one powerful platform. Built specifically for the solar industry, our features are designed to reduce administration, improve visibility, and help your team work more effectively.
With secure customer portals, controlled access, and built-in data protection features, Solar CRM helps keep your business information and customer data safe while giving your team the visibility they need. Prevent unauthorised access to sensitive information, keep projects organised, and provide customers with a professional way to track their installation journey.
Whether you’re a growing installer or an established solar company, Solar CRM gives you the tools you need to manage your business with confidence.
Lead Management
Capture and manage enquiries from multiple sources, ensuring no opportunity is ever missed.
Sales Pipeline
Track every lead through your sales process, from initial contact through to completed installation.
Survey Scheduling
Book site surveys, assign engineers and keep your team informed.
Quotes & Proposals
Create professional quotations and keep track of accepted, pending and rejected proposals.
Installation Management
Monitor upcoming installations, track progress and ensure every project stays on schedule.
Invoices & Payments
Generate invoices, track payments and identify outstanding balances at a glance.
Team Management
Control user permissions and keep your sales, administration and installation teams working together.
Reporting & Insights
Understand your pipeline value, conversion rates and business performance with real-time reporting.
Customer Portal
Give customers 24/7 access to quotes, documents, installation updates and support in one secure portal.
Keep Your Data Secure
Keep your data secure with controlled access, preventing unauthorised downloads and protecting sensitive information.
Office Only Access
Restrict system access to trusted office or home networks, blocking unauthorised connections by default.
Powerful Tools. Simple Workflow
See Solar CRM in action. From lead capture and appointment management to quotes, installations and reporting, every feature has been designed to help solar businesses stay organised, save time and close more deals.
