Solar CRM
Solar CRM is a web-based customer relationship management system designed for solar installation companies.
What Solar CRM is
Solar CRM is a web-based customer relationship management system designed for solar installation companies. Leads can be imported from website enquiries, advertising campaigns, referrals, manual entry or CSV files. Teams can schedule appointments and assign survey visits to engineers or sales representatives. The system generates quotations, tracks acceptance rates and manages a sales pipeline. Projects can be followed from initial enquiry through quotation, survey, installation and completion. Solar CRM also generates invoices, tracks payments and monitors outstanding balances. Customer records can contain notes, documents, surveys, contracts and other project details. A portal branded to the solar company lets customers view appointments, quotations, documents and updates. Authorised users access the cloud service in a browser, while sales representatives can have dedicated accounts. Monthly plans are Essential at 99.99 USD, Professional at 199.99 USD and Business at 299.99 USD.
Good
- Imports leads from multiple sources
- Tracks projects through completion
- Branded customer portal included
- Generates quotations and invoices
- Dedicated sales-representative accounts
Watch out
- No free plan
- Web platform only
- Monthly plans limit users and leads
- Lowest listed plan costs 99.99 USD monthly
Who it suits
Solar CRM is intended for solar installers, renewable-energy companies, sales teams, surveyors and office staff. It suits organisations wanting one browser-based system for leads, projects, invoices and customer access.
Verdict
Solar CRM brings lead management, installation tracking, billing and customer communication into one web service. Its plan limits and monthly pricing should be matched to team size and lead volume.
Plans and prices
From Solar CRM's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Essential | $99.99 a month | 3 users · 2,500 leads · Lead Management · Customer Management · Sales Pipeline · Monthly |
| Professional | $199.99 a month | 10 users · 25,000 leads · Lead Management · Customer Management · Sales Pipeline · Monthly |
| Business | $299.99 a month | 15 users · 100,000 leads · Lead Management · Customer Management · Sales Pipeline · Monthly |
The facts
Each one read from Solar CRM's own pages, with the date it was checked.
What it does
- Access
- Solar CRM is cloud-based and accessible through a web browser to authorised users.checked 9 Oct 2026
- Audience
- The product is described for solar installers, renewable energy companies, sales teams, surveyors, and office staff.checked 9 Oct 2026
- Client portal
- Customers can view appointments, quotations, documents, and project updates in a portal branded to the solar company.checked 9 Oct 2026
- Customer records
- Customer records can include notes, documents, surveys, contracts, and other project information.checked 9 Oct 2026
- Installation tracking
- Users can monitor projects from initial enquiry through quotation, survey, installation, and completion.checked 9 Oct 2026
- Integrations
- The contact page invites businesses to explore integration opportunities but does not name any integrations.checked 9 Oct 2026
- Invoices
- The platform can generate invoices, track payments, and monitor outstanding invoices.checked 9 Oct 2026
- Lead management
- Users can import leads from website enquiries, advertising campaigns, referrals, manual entry, or CSV files.checked 9 Oct 2026
- Product
- Solar CRM is a customer relationship management system designed for solar installation companies.checked 9 Oct 2026
- Quotes and pipeline
- Users can generate professional quotations, track acceptance rates, and manage a sales pipeline.checked 9 Oct 2026
- Support
- The company offers contact for sales, support, and advice, including technical support and demo requests.checked 9 Oct 2026
- User accounts
- Sales representatives can have dedicated accounts with access to their own appointments, customer information, and notes.checked 9 Oct 2026
Where it runs
- Appointments and surveys
- The platform supports scheduling appointments and assigning survey appointments to engineers or sales representatives.checked 9 Oct 2026
The company
- Company
- Solar CRM is a trading style of 1711 DIgital Labs Ltd, company number 17209416.checked 9 Oct 2026
- Headquarters
- Basildon, England, United Kingdomchecked 28 Sep 2026
Alternatives to Solar CRM
- 1
InstalTrack
Free planAndroidiOSWeb7.9From €25 a month - 2
SolarNexus
Free planAndroidiOSWebAPI7.9From $89 a month - 3
SolarSAAS
AndroidiOSWebAPI7.6From $99 a month - 4
FieldExecutives
Free planAndroidiOSWeb7.3From ₹1,999 a month - 5
Sunbase
AndroidiOSWebAPI7.0From $59 a month - 6
Aurora Solar
AndroidiOSWebAPI6.8From $1,620 a year