Best Solar CRM Software (Quick Answer)
The best solar CRM depends on your business type:
- •SolarLabs (Binary Labs) - Best solar crm for epc companies (end-to-end workflow)
- •Sunbase - Best for residential solar crm for installers
- •Zoho CRM - Best budget-friendly option
- •Salesforce - Best for enterprise solar companies
- •Shape CRM - Best for sales automation
Choosing the right solar CRM helps manage leads, installations, and payments efficiently.
Here are the best solar CRM software options based on features, pricing, and business use cases.
Just a few years ago, most solar companies managed leads using spreadsheets, WhatsApp messages, and manual follow-ups.
Today?
That approach simply doesn't work anymore.
Here's why:
The global solar software market is expected to reach $2.5 billion by 2026, growing at nearly 18% CAGR.
But, there is a problem
Installation companies are facing tighter margins, higher acquisition costs, and more competition than ever.
Which means one thing:
Solar businesses that improve their operations win the game.
And the companies that rely on manual processes?
They struggle to scale their business.
After working with CRM systems and automation workflows for the last 4+ years, I have seen a simple pattern:
Solar companies using the right CRM close more deals, reduce admin work, and install projects faster.
In this guide, I'll show you the 14 best Solar CRM software platforms for 2026.
You'll learn:
- •Which CRM tools are best for solar companies?
- •Which platforms handle proposals, sales, and installations
- •The pros and cons of each system
- •And which CRM is best depending on your business size
Let's dive in.
What is a Solar CRM Tool?
A solar CRM helps you manage leads and automate follow-ups. It tracks every job from the first sales call to final installation.
Modern solar CRMs do more than just save contacts. They build 3D proposals, track permits, and identify profitable marketing channels—all in one place.
What Makes the Best Solar CRM Software?
I did not just look at what features they have.
After watching solar companies do well and do poorly with tools for 4 years here is what I look for in a solar CRM:
Now let's talk about the tools.
The Best Solar CRM Software (Top 14 Ranked for 2026)
SolarLabs
SolarLabs is a solar CRM platform designed specifically for solar companies.
And unlike most CRMs out there… SolarLabs wasn't adapted from another industry.
In fact, SolarCRM was created after working with solar teams experts to improve the conversion rate of our clients
While working with most solar companies I find that they are managing projects using basic CRM tools, spreadsheets, and manual workflows.
Which made them to:
- •Lost leads
- •Slow proposal creation
- •Messy site survey data
- •Installation delays
So I built SolarCRM to fix that.
A single platform where solar companies can manage their entire project pipeline from lead to the installation in simple, easy steps, and yes, it's beginner friendly.
How does SolarCRM Work?
Bring every step of the solar sales and installation process into one system. Instead of finding five different tools.
I made SolarCRM that manages the full solar workflow:
to this in one system
Let me explain this in detail.
The first feature I want to tell is, SolarCRM captures and tracks incoming leads.
Those leads are automatically organized into a solar-specific pipeline like this:
- •New Inquiry
- •Site Survey Scheduled
- •Proposal Sent
- •Negotiation
- •Won
This means your sales team will instantly know where every deal stands and what to do further. No need to see spreadsheets. Just clear visibility of your entire pipeline.
Next comes site surveys.
Now SolarCRM includes digital survey tools that allow installers to capture there
- •roof measurements
- •shade analysis
- •photos
- •panel placement details
directly from the field. Which means: No paper forms. No lost notes. Everything gets saved directly inside the customer record.
Then comes the proposal builder.
So instead of manually calculating system size and saving it... It automatically generates professional solar proposals with:
- •energy production estimates
- •ROI calculations
- •payback period analysis
- •financing options
So your sales team can generate a proposal in minutes without wasting time.
And once the deal closes? It continues to track the projects through installation. Your team can manage installation milestones, quality checks, and project progress all from the same dashboard.
In short I can say SolarCRM acts like the operating system for your solar business.
Who is SolarCRM for?
SolarCRM is designed for solar companies that want to run their operations in one place. It works for them who are
- •Solar EPC companies managing installations
- •Solar sales teams creating proposals
- •Residential solar installers
- •Solar agencies managing multiple projects
Basically… If your solar business is currently using spreadsheets, proposal tools, and project trackers… SolarCRM simplifies everything.
Pricing Plans:
SolarCRM's pricing model varies depending on the company's size. Normally, their pricing plans are as follows:
All these plans include additional automation, analysis, and workflow tools. So, you can start small… And scale up as your solar business grows.
Pros
- ✓It's designed for solar companies
- ✓It tracks solar pipelines
- ✓It includes a proposal builder
- ✓It includes digital site survey tools
- ✓It tracks projects from lead to installation
Cons
- ✗It's a new tool compared to others
- ✗It requires setup for pipelines and templates
SolarCRM Reviews and Ratings
SolarCRM users who have been able to utilize this tool for a while have rated it positively good. They claim that SolarCRM helps them with:
- •Generate proposals faster
- •Track their pipelines better
- •Coordinate installations better
Which is exactly what a solar CRM should do. Help you close more deals… And manage projects without chaos.
Scoop Solar
Here's a problem I see all the time at growing solar companies.
Sales closes a deal. They hand it to ops. And somewhere between that handoff and the install date a photo goes missing, a roof measurement is wrong, and a crew shows up to a job they're not ready for.
The homeowner gets frustrated. The install gets delayed. You eat the cost.
Scoop was built to fix exactly that.
It works like a hub that connects your office, your field crews, and your subcontractors all in real time. Your techs fill out mobile checklists, upload photos, and log job notes from the job site.
And all of it syncs automatically even without WiFi.
It all flows into your other tools through something Scoop calls the GLOO engine. No double entry. No chasing photos over text messages.
It powers over 250,000 job sites globally across solar, EV charging, and battery storage. Not a startup. Not an experiment. A platform tested at a serious scale.
Most platforms charge you per seat. Scoop doesn't. You get unlimited users and unlimited storage which is a big deal if you work with dealers, subcontractors, or external crews at any scale.
Pros
- ✓No per-seat fees unlimited users
- ✓GLOO engine kills double data entry between your apps
- ✓Offline sync for crews in areas with bad signal
Cons
- ✗Not built for top-of-funnel lead generation
- ✗No public pricing
Insightly
Let me tell you how it works and tell me if it sounds familiar to you.
Your team wins a new deal. Your team copies the information into the project management tool. Then copies it again into the installation tracker. By the time you've copied something into the third tool, it goes wrong.
How Insightly Works
As soon as you mark a deal as Won, it instantly becomes a tracked project. Same customer. Same information. No copying required. No information lost.
Your team can then manage the entire process of getting the necessary permits, surveying the site, and installing the equipment using the exact same system where the sale was made.
It integrates with thousands of other applications including QuickBooks, Stripe, DocuSign, and more. And if you care about data security at your company, it has SOC 2 Type II compliance.
But here's the thing: it's not built specifically for the solar industry. You'll need to invest time into setting it up the way you want it. And the features you want for automating processes are typically only available with their more expensive plans.
Just keep that in mind before you sign up.
Mark a deal as Won and it instantly becomes a project. No new system to sign into. No information to enter twice. It happens automatically.
Who Is Insightly For?
This is the tool you want if the transition between your sales team and your operations team is where things keep going wrong. Or if you already use QuickBooks and don't want to change your entire accounting system.
Pros
- ✓Closed deals become projects automatically
- ✓Connects to thousands of apps
- ✓Strong data security certification
- ✓Clean and intuitive dashboard
Cons
- ✗Not built for solar specifically
- ✗Best features need higher-tier plans
- ✗Can feel like a lot for small teams
- ✗Needs setup time to feel right
Sunbase
Sunbase is an all-in-one system that's been built specially for the residential solar industry. If you want a CRM system that's been built for the solar industry, not just a generic system with a solar industry labeled on it, then Sunbase is the system I recommend.
How Sunbase Works?
Sunbase helps you track your customer from the first door knock to the final Permission to Operate.
Permit tracking? Site surveying? Interconnection?
Everything you need to run your solar business is included right out of the box. You don't need to build any of this stuff yourself.
And the best part?
Get instant visibility into the exact state of every deal in your pipeline. No need to wait for the end of the month to see what's going on.
Who Is Sunbase For?
If you're a residential solar installer who wants a single system for your leads, your proposals, your permits, and your operations without needing to jump five different tools.
Pros
- ✓Built from the ground up for solar
- ✓48% faster lead-to-proposal time
- ✓Saves 5–10 hours of admin per person per week
- ✓Pricing is affordable and clearly listed
Cons
- ✗Harder to adapt for non-solar services
- ✗Smaller app integration library
- ✗Some features still catching up
Contractors Cloud
Many solar companies are going into other areas these days, offering solar and roofing and/or HVAC and/or gutters and whatever other services make the most sense for the market.
If you're one of these companies, Contractors Cloud was pretty much built for you.
How Contractors Cloud Works?
This is an all-in-one CRM and project management tool designed for exterior contractors who work on multiple types of projects simultaneously.
The key feature is the client portal.
Here's why this feature is more important than you think.
When you sell a solar contract to a customer, there is a period of time, usually 3 to 6 weeks, where not much seems to be happening. Reviews are being done, permits are being pulled, etc.
But the customer doesn't see any of this. They don't know what you're doing behind the scenes. And this is the time when the customer starts to worry. They call you, they email you, and they wonder if they've made a huge mistake.
This feature gives the customer a way to see exactly what stage their project is at. No phone calls necessary. It helps to alleviate the customer anxiety before it becomes a cancellation.
Customers have visibility into the project status. No more phone calls to check on the status. No more cancellations due to the long permit process.
Who Is Contractors Cloud For?
You, if you are a roofing company who offers solar, or any other type of contractor who offers multiple types of services to your customers.
Pros
- ✓Portal significantly reduces cancellations
- ✓Built for running multiple service types
- ✓Strong financial reporting by job type
- ✓Handles long permit waiting periods well
Cons
- ✗Steeper learning curve than simpler tools
- ✗Mobile app has gotten some mixed reviews
- ✗Not the best fit for solar-only companies
OpenSolar
I know what you're thinking. You're thinking, "Free? There must be a catch."
But! There is no catch.
When I first heard of OpenSolar, I didn't believe what I was being told. A completely free platform offering 3D design tools, an AI assistant, and financing options? There must be a catch. There isn't.
How OpenSolar Works?
OpenSolar makes money through partnerships. That's right. Unlike other platforms that charge installers a monthly fee, OpenSolar partners with hardware companies and financing providers. That means you get the best platform available for free.
Free? Yes. Free. You receive:
- •A complete CRM system to manage your entire pipeline
- •3D design tools to make fast and accurate proposals
- •An AI assistant to handle auto-design and lead generation for you
- •A proposal tool to give your customer the best proposal possible
- •Integration with SolarAPP+, a permitting tool created by the National Renewable Energy Laboratory
Today, OpenSolar is trusted by over 25,000 solar professionals in 160 countries. That's right. Free. Free is good.
Automate the entire permit process. Save up to 12 days per project. Save up to $4,500 in soft costs per project. Boost your inspection pass rate by 30%.
Who Is OpenSolar For?
You. You're just starting out. You're an established installer tired of platforms that promise the world but deliver little. You need a free solution. You need a solution that works. You need OpenSolar.
Pros
- ✓Completely free core platform
- ✓SolarAPP+ saves days and thousands per project
- ✓Ada AI makes proposals fast and professional
- ✓25,000 users in 160 countries proves it works
Cons
- ✗Some hardware suggestions influenced by partners
- ✗Support is slower than paid platforms
- ✗Deep customization needs a paid tier
JobNimbus
A stat that honestly surprised me the first time I heard it:
43% of high-volume roofing contractors are now cross-selling solar to maximize revenue per customer address.
If you're roofing and not thinking about this, you really should be. And JobNimbus is the tool I'd pick for making that move cleanly.
How JobNimbus Works?
Every deal is represented on a visual Kanban board. Every step, from the first phone call to the final installation, every step is represented on a single screen. In five seconds or less, you can see exactly what's going on with your entire operation.
The mobile app ensures your office and your crews are perfectly synced in real-time. And for tracking payments? It's the strongest part of the system for many users.
Real results from actual users:
See every deal at every stage in one glance. No reports. No confusion. No more asking your team where a lead stands.
Who JobNimbus Is For?
You're a roofing contractor looking to enter the solar industry? Or a service-based business with a need for strong payment tracking? Then this crm for you.
Pros
- ✓Strong payment and accounts receivable tracking
- ✓Kanban board is instantly clear to anyone
- ✓Field and office stay in sync in real time
- ✓Users report 43% revenue increase
Cons
- ✗No upfront pricing listed
- ✗Less solar-native than purpose-built tools
- ✗Takes time to customize for solar workflows
Freshworks (Freshsales)
I've got a question for you. How much time is wasted by your sales team dialing leads that are never going to say yes?
If the answer is "too much," then Freshworks is the answer.
How Freshworks Works?
Freshworks works with the Freddy AI. And before you think, "another AI feature," let me explain.
Freddy looks at how your leads are actually behaving. Are they opening your emails? Clicking your links? Visiting your pricing page? It uses all of that real behavior to score every lead and tell your reps exactly who to call first.
Everything is done from one inbox. Emails, calls, texts, and social messages, all in one place. No switching between apps.
Here's a stat: If you respond to a lead within 5 minutes, you're 21 times more likely to convert that lead.
Freshworks can do this automatically before anyone at the company has even logged in for the day.
The reality is, once the lead is converted, Freshworks is not going to do the solar installation for you. You're going to need something else for the backend of the sales process.
Tells sales reps exactly who to call first based on real lead behavior.
Who Is Freshworks For?
You, if you're a high-volume sales organization struggling to know who to call, and when.
Pros
- ✓Freddy AI surfaces the right leads first
- ✓Team can be using it the same day
- ✓One inbox for every channel
- ✓Real free tier to start with
Cons
- ✗No solar-specific project management
- ✗Post-sale tracking is fairly basic
- ✗Not suited for complex EPC workflows
Shape Software
Here's the reality about solar sales that most people don't know: most solar deals don't fall through because the product is bad.
Most deals fall through because someone followed up on a lead once, got the runaround, and gave up.
Shape Software was designed to prevent that from ever happening.
How Shape Software Works?
Shape Software was designed to work seamlessly. This means that calling, text messaging, and automated follow-up are all built into the system.
This means also that as soon as a new lead enters the system, Shape Software automatically begins to follow up on that lead. This includes text messaging, calling, and emailing the lead before the human team even gets a chance to interact with the lead.
The best feature of Shape Software for solar companies with dealer networks is the partner tracking. This means that the solar company can track which partners are bringing in the most successful leads. This can be a rare feature to find in other tools.
Who Shape Software Is For?
You are the kind of person who works with dealer networks, ISO partnerships, or community referral programs. You need a system that will ensure that every lead gets followed up on.
Pros
- ✓Calling, texting, and follow-ups all built in
- ✓Partner and dealer tracking is excellent
- ✓No lead gets dropped after one attempt
- ✓Good onboarding templates for new reps
Cons
- ✗Can be expensive for smaller companies
- ✗Admin setup takes time to learn
- ✗Less focused on post-sale project work
Arka 360
What do solar installers complain the most about?
"Our design tool and our CRM don't actually sync properly."
Arka 360 is here to solve this problem.
How Arka 360 Works?
Lead management, task management, and 3D design are all integrated into one seamless system. No more worrying about the design tool and CRM syncing well, or manually entering numbers from one tab to the other. It's all integrated.
The AI layout engine generates a full and accurate 3D design in about 5 minutes. It handles complicated roofs, shading, NEM 3.0, and different financing models, without ever leaving the platform.
And the remote site survey feature is something I haven't seen done this well anywhere else.
Here's how it works: You send the customer a link. They click the link, select where they want the hardware to go, and upload photos of the roof from their phone. Those photos then integrate directly into the design application. No need for the first site visit. This feature alone can save you $150 to $300 per customer before you've made a single sale.
Customers can upload photos of the roof, mark the hardware locations, directly from the customer's phone. No need for the first site visit.
Who Is Arka 360 For?
You run solar installation projects, and you're fed up with using two different systems that are supposed to integrate well but just do not.
Pros
- ✓Design and CRM are genuinely one system
- ✓5-minute AI proposals that are actually accurate
- ✓Remote surveys cut early project costs
- ✓NEM 3.0 and financing models built in
Cons
- ✗Higher price than basic CRMs
- ✗Less well-known compared to Aurora
- ✗Base plan limited to one or two users
Aurora Solar
You already know Aurora if you've spent time working in the solar industry. And for good reason, it has become a go-to choice for a reason.
How does Aurora Solar Work?
Aurora creates 3D roof models with satellite images, LiDAR, and AI without needing to send a single person to the rooftop.
The most important statistic for you to know: Aurora reduces post-sale engineering change orders by 99%.
In real life, that means this: a salesperson meets with a customer at their home, promises a system of a certain size with a certain amount of production. Then the engineer reviews the actual rooftop and realizes the numbers don't add up. Guess what? Your customer gets frustrated, the project gets delayed, your margin gets cut. Aurora fixes this.
Aurora also allows you to create ready plan sets from your sales proposal. So by the time you shake hands with the customer to finalize the deal, you're essentially ready to go through the process.
And the Lead Capture AI puts a 3D rooftop visualization tool on your website. Your customer gets to see what a solar would look like on their own home. One company, NY State Solar, used the Lead Capture AI to 4x their website leads in under a month.
What you sell is exactly what your engineers can build. Every single time.
Who is Aurora for?
You. If you struggle with change orders eating into your margin and want to make sure your sales team and engineers see the same numbers.
Pros
- ✓99% fewer change orders after the sale
- ✓Permit-ready docs come from the sales proposal
- ✓Lead Capture AI 4x'd one company's web leads
- ✓Customers already know and trust the brand
Cons
- ✗Per-project credits make costs hard to predict
- ✗More design tool than full operational CRM
- ✗You'll likely need another tool post-sale
Pipedrive
Some of the other sales tools on this list have lots of features. Sometimes you don't need all of that. Sometimes you just need to see where your deals are and know what to do next. That's Pipedrive.
How Pipedrive Works?
Pipedrive is built around a drag-and-drop board. Every deal sits in a column that shows its current stage. New Lead. Contact Made. Site Survey Scheduled. Agreement Signed. You can see your entire pipeline in one single look. It's simple enough that anyone on your team can understand it in 30 seconds or less.
No training required.
Just a note: some of the features you'll want to actually use like the lead chatbot or document signing will cost you extra more than the base price. Read the pricing page carefully before assuming you'll stay well under the base price.
See every sale at every stage with a quick glance. No need to find other features or run reports just click and drag.
Who Is Pipedrive For?
If you're running a small sales team or dealer network and want something visual and simple that you can get running today.
Pros
- ✓Easiest CRM to learn on this entire list
- ✓Very affordable starting price
- ✓Pipeline view is clear to anyone immediately
- ✓Can be up and running same day
Cons
- ✗Add-ons push the real price up fast
- ✗No solar-specific features included
- ✗Not built for managing installations
HubSpot
If you're a small installer, HubSpot is probably not for you. I'll say that right now.
But if you're running a large solar company with a real marketing team and a content strategy, HubSpot is in a different league than the other tools on this list.
How HubSpot Works?
HubSpot connects marketing, sales, and customer service all under one roof. At the higher plans you get automated campaigns across every channel, AI lead scoring, A/B testing tools, and reporting that most solar companies have simply never seen before.
One feature to note on the 2026 version of HubSpot will be their Brand Radar. This feature will let solar companies know how often their brand is mentioned when consumers ask AI tools like ChatGPT or Google AI questions about solar installers in their area.
Why does this matter? More consumers are asking these tools questions before ever typing anything into Google. So, if your brand is one that the AI recommends to the consumer, this will give you a huge advantage that most solar companies aren't even aware of yet.
The free version of the tool is also great for a solar brokerage that's just getting into marketing. Unlimited contacts, basic pipelines, and email tracking are all available for zero dollars.
See how well your brand does when consumers ask the AI tools about solar installers in your area. Most of your competitors don't even know this metric exists.
Who Is HubSpot For?
If you're a large solar business with a dedicated marketing team.
Pros
- ✓Best marketing automation tools available anywhere
- ✓AI Brand Radar gives a real competitive edge
- ✓Free plan is genuinely useful to start
- ✓Enterprise reporting is best in class
Cons
- ✗Professional and Enterprise are very expensive
- ✗Needs heavy setup to fit solar workflows
- ✗Way too much for small or mid-size installers
Zoho CRM
I think there are not nearly enough solar companies talking about Zoho, and I want to change that.
How Zoho CRM Works?
Zoho as a CRM on its own is a good product with good communication tools, good lead tracking, good sales reporting, etc.
But the real reason solar companies should pay attention to it is what you can stack on top of it. There's a solar-specific tool called Raycatcher that's built directly on the Zoho platform.
It adds inventory management, vendor purchase orders, employee time tracking, and post-installation service scheduling, all connected to your CRM.
This allows you to turn the system into a full solar industry system with inventory management, purchase orders for vendors, employee time tracking, service scheduling after the sale, etc.
Who Is Zoho For?
You. If you are a solar industry business owner who wants to save money but also needs a system that's a real system with the ability to grow with your business.
Pros
- ✓Very affordable pricing
- ✓Raycatcher makes it a real solar operations tool
- ✓Highly customizable for any workflow
- ✓Large library of connected apps
Cons
- ✗Solar features require the Raycatcher add-on
- ✗Interface looks a bit older than newer platforms
- ✗Support quality varies by plan
Bonus: SolarSuccess by Blu Banyan
This one isn't a standard CRM.
I'm including it because if you're running a complex multi-state solar operation, you've probably already hit the ceiling of everything else on this list.
SolarSuccess is built natively on Oracle NetSuite. It puts accounting, CRM, project management, and inventory procurement all on one shared database. No more data spread across five systems that never quite match each other when you need them to.
It costs more and takes longer to set up than anything else here. But at the scale where you actually need it, it pays for itself fast.
Quick Summary: My Top Solar CRM Tools for 2026
Solar CRM Software Comparison Table
| CRM | Best For | Solar-Specific | Key Feature |
|---|---|---|---|
| SolarLabs | EPC companies | Yes | End-to-end workflow |
| Sunbase | Installers | Yes | Proposal + install tracking |
| Zoho CRM | Small businesses | No | Affordable and flexible |
| Salesforce | Enterprise | No | Advanced automation |
| Shape CRM | Sales teams | Partial | Sales automation |
Key Features to Look for in Solar CRM Software
A good solar CRM should include:
- •Lead capture and tracking
- •Pipeline and deal management
- •Proposal generation
- •Installation and project tracking
- •Permit and approval handling
- •Financing and payment tracking
- •WhatsApp and SMS automation
- •Mobile app for field teams
- •Reporting and analytics
Solar CRM Software vs Generic CRM
A generic CRM like Zoho or Salesforce manages customer data, but solar CRM software is designed specifically for solar workflows like site surveys, proposal generation, installation tracking, and net metering processes.
If you are evaluating options for solar crm india, this distinction is especially important for permit-heavy and EPC execution workflows.
Explore SolarLabs CRM for EPC companies, book a demo, and read our Solar CRM guide.
Which Solar CRM Should You Use?
OK, so I get this question a lot.
"I read the whole list. But which one is actually right for ME?"
Fair question. So here is my quick take based on where you are right now.
Which Solar CRM Should You Choose?
- •Running a solar EPC company -> SolarLabs
- •Small startup or budget business -> Zoho CRM
- •Large enterprise -> Salesforce
- •Sales-focused team -> Shape CRM
- •Residential installers -> Sunbase
Frequently Asked Questions
Anything I Missed?
So those are my picks for the 14 best solar CRM software platforms in 2026.
Now I'd like to hear from you:
Which tool from this list are you thinking about trying first?
Or maybe you're already using one of these and want to share your experience?
Either way, let me know by leaving a comment below right now.
