Anjali Sharma
Founder of Surya Solutions. Managed 200+ installations in one year with automated task tracking.
Best Solar CRM Software for EPC and Installers
Manage lead management, site surveys, proposal generation, subsidy workflows, installation milestones, invoicing, and service in one solar CRM platform.
Stop losing leads in spreadsheets.Run your complete solar CRM workflow in one place.
Automate lead assignment, follow-up reminders, proposal approvals, permit steps, and payment collections without adding extra tools.
Trusted by top Solar EPCs & Installers
Real success stories from companies that scaled their solar operations with Binary Labs.
Mark Thompson
CEO of SunGrid Australia. Reduced lead conversion time by 40% using the BOQ automation.
Vikram Singh
Operations Head at Apex Solar. Inventory management saved us from major stockouts during the peak season.
Anjali Sharma
Founder of Surya Solutions. Managed 200+ installations in one year with automated task tracking.
Mark Thompson
CEO of SunGrid Australia. Reduced lead conversion time by 40% using the BOQ automation.
Vikram Singh
Operations Head at Apex Solar. Inventory management saved us from major stockouts during the peak season.
Solar CRM software features built for lead-to-install execution
Solar Lead Management Dashboard
Track leads from first inquiry to signed proposal with stage-wise ownership, SLA reminders, and conversion reporting.
Learn moreSolar Lead Management Dashboard
Track leads from first inquiry to signed proposal with stage-wise ownership, SLA reminders, and conversion reporting.
Learn moreProject Management and Survey Hub
Keep customer history, site survey files, approvals, and project milestones connected in one profile.
Learn moreDigital Site Survey & Documentation
Capture site photos, measurements, and structural data directly on-site with our mobile-friendly survey module.
Learn moreBOQ and Purchase Order Generation
Generate multi-option solar proposals with pricing logic, financing details, and BOQ-ready data for faster closes.
Learn moreInvoicing, Collections, and Cashflow
Run milestone invoices, GST-ready billing, and payment follow-up tracking without leaving your CRM workflow.
Learn moreInventory and Procurement Control
Monitor stock, vendors, and purchase orders to keep installation teams supplied and avoid schedule delays.
Learn moreSolar Business Intelligence & Analytics
Deep dive into your sales performance, project timelines, and financial health with real-time solar analytics dashboards.
Learn moreTasks Management and Service
Track installation schedules, support tickets, routine maintenance, and warranty workflows in one timeline.
Learn moreAutomation for every solar CRM stage
Designed for solar sales cycles that can last 60-180 days:
- Respond to new leads faster
- Reduce proposal and subsidy workflow bottlenecks
- Improve sales-to-ops handoffs
- Track installation and service progress without follow-up gaps
Teams using a structured solar CRM report:
37%
higher close rates when sales follow-up, proposals, and approvals run through one structured pipeline.
2x
faster quote turnaround after standardizing survey capture and proposal generation workflows.
10H
saved weekly per team by reducing manual updates across CRM, sheets, and messaging tools.
Built for modern solar teams like yours
Manage lead intake, assignment, and follow-ups in one workflow so no opportunity is missed and your team responds faster.
When you choose SolarLabs, you are not alone
You get implementation support, migration help, and proven automation guidance to launch faster and scale with confidence.
Dedicated onboarding and implementation assistance
24/7 support for your team across critical workflows
Process mapping and lifecycle guidance for smoother delivery
Data migration support from sheets or existing tools
100% customizable setup aligned to your business operations
Ongoing optimization support as your team scales
Integrate With Your Favorite Tools
Keep using the tools you love while extending the power and flexibility of your Solar CRM.
WhatsApp Business
Send proposals, installation updates, and payment reminders directly inside customer chats.
Facebook Ads
Capture leads directly from Facebook Lead Forms into your CRM for instant response.
Google Ads
Track conversions and lead quality from Google search and display campaigns automatically.
IndiaMart
Sync B2B leads from IndiaMart for faster follow-ups and higher conversion rates.
Gmail Integration
Keep customer threads and project communications organized in one centralized history.
Shopify Store
Connect your online solar shop data and customer orders directly to your fulfillment workflow.
FAQs
Solar CRM questions answered clearly.
Everything EPC owners and sales managers usually ask before they switch to SolarLabs.
The best solar CRM depends on your team size and workflow. For installers and EPC companies that need to manage leads, site surveys, technical designs (BOQ/BOM), subsidy tracking, and installation milestones in one platform, SolarLabs is built specifically to handle these solar-specific complexities natively.
Ready to take your business to the next level?
What is Solar CRM Software
Solar CRM software is a customer relationship management platform built for solar EPC companies and installers. It manages the full lifecycle from lead capture to site survey, proposal, subsidy and compliance workflows, installation milestones, and service.
Why Solar Companies Need a Solar Specific CRM
Solar sales cycles often run from 60 to 180 days and include technical, regulatory, and financial checkpoints. Generic CRM systems rarely model these stages natively, which causes manual workarounds and delays.
Key Features of the Best Solar CRM Software
- Lead management and assignment rules
- Role-based command center with live KPIs and reports
- Site survey and roof data capture
- Technical design and BOM generation
- Proposal generation with pricing and document storage
- Subsidy and compliance workflow tracking
- Installation scheduling and QC checkpoint tracking
- Installation handover checklists
- Invoicing and payment collection tracking
- Supply chain and inventory control
- Service tickets, warranty management, and team tasks
Solar CRM vs Salesforce or HubSpot
Salesforce and HubSpot can be used for solar businesses, but most teams need extensive custom setup for surveys, subsidy workflow stages, and installation-service coordination. Solar-specific CRM software supports these workflows by default.
Solar CRM Pricing
SolarLabs pricing starts at INR 14,999 per month for the Starter plan with a 14-day free trial.