SolarDesk
6.2#18 in solar installation softwareWeb
Visit| Fact | SolarDesk | SolarSAAS |
|---|---|---|
| CRM | The CRM provides a pipeline for capturing and managing leads. | The CRM captures leads, scores and prioritizes prospects, manages pipelines, automates follow-ups and segments customers. |
| Integrations | Optional Gmail integration synchronizes email with CRM contacts and can send messages from a connected address. | The vendor lists API connectivity with QuickBooks, Xero, HubSpot, Salesforce, SAP, Microsoft Dynamics, payment gateways and solar-monitoring systems. |
| Product | SolarDesk describes itself as a unified platform for running solar companies, replacing CRM, design, project tracking, HR, and scheduling tools. | SolarSAAS describes itself as an AI-powered cloud platform for solar design, proposals, CRM, and project management. |
| Proposals | Completed designs generate shareable proposals containing system specifications, production, pricing, financing options and upgrades. | Proposal tools include customizable branded templates, interactive content, e-signature integration, and version control. |
| Security | The privacy policy says OAuth tokens are encrypted, access is restricted to authorized personnel and tenant-scoped, and data is transmitted over encrypted connections. | The Premium FAQ states that SolarSAAS uses AES-256 encryption and multi-factor authentication and maintains ISO 27001 and GDPR compliance. |
| Security controls | SolarDesk says OAuth tokens are encrypted, access is tenant-scoped and data is transmitted over encrypted connections. | The vendor states that it uses AES-256 encryption, TLS 1.2 or later, MFA, role-based access control, firewalls and DDoS protection. |
SolarDesk suits residential and commercial solar installers seeking shared CRM, design, scheduling, inventory, HR, and contract workflows. It also fits teams needing mobile field access and design handoff.
SolarSAAS suits solar companies that need design, sales, procurement, and project tools in one platform. Its Enterprise plan is described for large solar companies, EPC firms, distributors, and manufacturers.