Solar CRM: 5 best CRMs for all types of solar businesses

Image credit: Pexels

With a proper solar CRM system in place, it becomes easier for solar businesses to nurture high-volume solar leads and convert them into customers. Whether the target customers are solar dealers/installers or end customers (local residents), solar businesses can streamline the process of generating, nurturing, and converting solar leads. 

Image credit: Shape Software

But improving sales isn’t the only factor to consider when it comes to making a significant investment in a professional solar CRM. This is because modern CRM systems are sophisticated and powerful enough to manage the entire business operations. 

However, cutting-edge CRM features come at a cost. This is the reason why it is important, especially for small and medium solar businesses, to choose the right solar CRM with the right features to balance operational efficiency and cost-effectiveness. 

Key factors to consider for choosing the right solar CRM

These CRM features listed below are central to streamlining operations for solar businesses of all types, including solar component manufacturers, solar dealers and installers, and fully integrated solar manufacturers with sales capability. 

Lead generation

Whether it is acquiring new dealers or end customers, lead generation is a must-have CRM feature for almost all solar businesses. CRM systems that offer solar businesses the flexibility to integrate multiple lead generation/quotation techniques, such as referrals and ad campaigns/inbound marketing can improve the overall lead generation results. 

Image credit: SolarPlus

Marketing management/automation 

It can be a bummer if solar businesses have to use a separate marketing management/analytics tool apart from using the solar CRM software. For improving marketing efficiency and cost-effectiveness, it’s best to have a marketing analytics/automation tool baked into the CRM system.

Image credit: Insightly CRM

Lead management

When generating solar leads in bulk, it’s important to have a proper lead management system in place in order to segregate the leads as per their current statuses. 

Image credit: Techno FAQ

Installation modeling

Solar companies that offer residential and commercial solar installations can highly benefit from the solar installation modeling feature which offers an accurate representation of the solar system installation, including the overall cost. 

When integrated into the proposals, solar system installation modeling can significantly increase the odds of customer conversions. 

Image credit: SolarPlus

Team KPI tracking

Apart from marketing and sales, a solar CRM system can also come beneficial in managing internal operations. One such key feature to look for is KPI (key performance indicator) tracking. With this feature, managers can have a real-time overview of the marketing, sales, and project deployment statuses while keeping track of teams’ KPIs. 

Image credit: Insightly CRM

Cloud-based design

Solar businesses require an agile CRM system in order to have a competitive edge over others. CRM systems that are cloud-based offer solar businesses the flexibility to remotely access any data or other information. Also, virtually managing operations through the cloud ensures uncompromised record-keeping and secure information/data storage.

Image credit: SaaSworthy 

Best solar CRM 

Choosing a CRM system isn’t a one-size-fits-all solution. This is because different solar businesses have different requirements. Even if two solar companies have the same business model, one may focus on quick paid growth and the other may prioritize gradual but long-term organic growth.

Here, we have curated CRM systems that can meet a vast array of requirements of different types of solar businesses.

1. Insightly – for basic and highly advanced features

Insightly offers all basic features for the growth of any type of solar business, including lead generation and management, collaboration tools, and proposal creation tools. The CRM platform stands out with its advanced features such as workflow automation, cloud-based data storage, and employee management. 

With a high level of mobility, this solar CRM system is best suited for solar businesses that prioritize agility and dynamics in managing customer relationships as well as overall internal operations. 

2. Shape Software – for a high level of automation

Shape Software comes as one of the best solar CRM systems for solar businesses that prefer a high level of automation. This is because the solar CRM system is powered by artificial intelligence which makes operation management automation highly streamlined and result-oriented. 

Shape Software is an unmistakable option for solar companies that are focused on increasing sales. The CRM software offers a wide array of tools for sales improvement, including lead generation and management, marketing automation, lead nurturing/follow-up, and appointment scheduling. A fully integrated virtual point of sale tool improves the post-purchase experience for customers. 

3. Spotio – for unmatched productivity improvement 

Spotio comes equipped with a wide range of productivity features, such as marketing performance monitoring, task allocation management, project deployment monitoring, lead nurturing and follow-up monitoring, and team KPI tracking. 

As such, it goes without saying that solar companies who want to improve internal operational productivity for better results can highly benefit from Spotio. 

4. SaaSnic Technologies – for full customization and affordability

SaaSnic Technologies is a well-suited CRM software for solar businesses looking forward to integrating a CRM system that’s lightweight to manage, dynamic to operate, and affordable to run. The solar CRM software offers solar businesses the full flexibility to make customizations as per their preferences. 

Despite having fully customizable native features, SaaSnic Technologies is a fairly affordable CRM system that can prove to be a cost-effective system for small and medium-sized solar businesses. 

5. Solar eCRM – for enterprise-level CRM usage

Solar eCRM is one of the few solar CRM systems that are natively ready for enterprise-level operation management. With enterprise-level features such as advanced order processing and automated proposal/quote generation and compliance, the solar CRM comes as an unmistakable option for businesses that have enterprise-level operations.

Solar eCRM offers various features such as margin tracking, full mobility, uncompromised data security, and administration automation that help streamline enterprise-level solar operations. 


1. Are solar CRMs worth it?

Yes, solar CRMs are totally worth it. This is because professional solar CRM software helps solar businesses meet their goals in the most efficient and cost-effective way possible. 

2. Does a solar CRM improve sales?

Yes, solar CRM software can improve sales by streamlining lead generation, nurturing, and follow-up. The benefit of internal operations management that CRM software brings also helps improve operational efficiency which, in turn, improves sales. 

3. Do solar manufacturers use solar CRM?

Yes, all solar manufacturers use dedicated CRM software in order to streamline their operations and improve sales. Enterprise-level CRM software is best suited for large-scale solar component manufacturers.

Wrapping up

When it comes to choosing a solar CRM, not all the available features may be necessary in order to achieve a specific set of goals. Therefore, it’s definitely worth reaching out to solar CRM companies and requesting bespoke solutions. Taking this step will definitely help in making the most out of cost-effectiveness. 

Scroll to Top