Solar CRM review
A focused web CRM for managing core solar sales and installation workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Solar CRM pros and cons
- 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
Solar CRM fact sheet, pricing and score →
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