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Solar CRM

Paid#22 of 26 in Solar Installation Software

Solar CRM: A focused web CRM for managing core solar sales and installation workflows. Ranked #22 of 26 in Solar Installation Software by our editors (7.1/10); pricing: 14-day trial; best for small teams needing basic solar CRM workflows.

7.1/10Editor score

Visit Solar CRM

Solar CRM7.1 Visit Solar CRM

At a glance

Editor score
7.1 / 10
Pricing
14-day trial
Best for
Small teams needing basic solar CRM workflows
Free plan
No
Facts checked
21 Sep 2026

Where it wins
- Covers leads, projects, surveys, quotes, installations, and invoices
- Branded customer portal supports project updates and document access
- CSV lead import and appointment assignment support office workflows
Where it doesn't
- Available through the web rather than native desktop or mobile apps
- Field operations coverage is limited for more complex installations
- Trial terms vary between the advertised trial and plan-specific listing

Our verdict on Solar CRM

Solar CRM is a browser-based customer relationship and installation-management platform for solar installers, renewable-energy companies, surveyors, sales teams, and office staff. Its workflow spans lead capture, CSV lead import, customer and project records, survey appointment booking, quotation creation, installation progress, invoicing, documents, reporting, and customer-facing updates. It is aimed at residential and commercial solar installers, battery-storage and EV-charger installers, renewable-energy contractors, and multi-team businesses that need core CRM and project administration in one web application.

The published plan structure has three paid tiers: Essential, Professional, and Business. Each lists lead management, customer management, and sales pipeline capabilities. The product does not offer a free plan. A 14-day free trial is advertised, while the Essential tier lists a 7-day trial, so the available trial period depends on the applicable plan or offer. Buyers should compare the plan terms directly before choosing a tier, particularly because the listed highlights do not show a clear feature distinction between Essential, Professional, and Business.

Solar CRM’s main strength is breadth across the office workflow: teams can capture or import leads, book and assign surveys, create and track quotation acceptance, monitor installation schedules, generate invoices, track payments, store customer documents, and provide a branded customer portal. That makes it a practical fit for small teams replacing disconnected spreadsheets and basic administrative tools. The platform is web-only, and field operations are limited, so businesses needing deeper mobile field coordination or more specialized installation management should consider an alternative. Solar CRM suits teams prioritizing straightforward CRM coverage and customer communication over extensive field functionality.

Your product? Our editors can test Solar CRM in depth and publish a review, labelled as paid · from $149/mo →

Solar CRM pricing

Plans 14-day trialPaid No free plan — trial or paid only. Prices checked 21 Sep 2026.

See plans on solar-crm.co.uk

All 3 Solar CRM plans and prices →

Solar CRM fact sheet

Free plan	No
Paid from	Not verified
Site survey forms	Not verified
Design handoff	Not verified
Crew scheduling	Not verified
Inspection checklists	Not verified
Service visit tracking	Not verified
Customer portal	Yes
Mobile field app	Not verified
Free trial	14 days
Deployment	Cloud
Platforms	Web
Support	Email
Built for	Small business, Mid-market, Enterprise (editorial estimate)
Pricing	14-day trial (source)
Website	solar-crm.co.uk
Facts checked	21 Sep 2026

Alternatives to Solar CRM

See all Solar CRM alternatives →

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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Solar CRM for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

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Featured on iTechGuides

Solar CRM is listed in our Solar Installation Software directory. Add the badge to your site — it links back to this page.

<a href="https://www.itechguides.com/products/solar-crm/"><img src="https://www.itechguides.com/best/badge/solar-crm.svg" alt="Featured on iTechGuides" width="230" height="46"></a>

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update